Overview

The Data Management Audit Trail feature lists all object changes made in an Org.

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User Account Requirements

The user account you use to log into Resolver must have Administrator permission to use the Data Management Audit Trail feature.

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Related Information/Setup

Please refer to the Exporting Data Management Audit Trail Records article for information on exporting records from the Data Management Audit Trail.

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Navigation

1. From the Home screen, click the Administration icon. 



Administration Icon

2. From the Administrator settings menu, click Admin Overview.

   

   Administrator Settings Menu

3. From the Admin: Overview screen, click the Audit Data Trail tile under the Tools section.

Audit Data Trail Tile

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Filtering the Data Management Audit Trail

By default, the Data Management Audit Trail displays an Org's changes in reverse chronological order. Follow these steps to create a more targeted Data Management Audit Trail view.

1. From the Admin: Data Management Audit Trail screen, click the Filter and Export arrow to expand the dropdown menu.

Filter and Export Arrow

2. Using the Filter fields, narrow the Data Management Audit Trail list.
   • Date: Select a date range using the From and To date fields by clicking a date from the Calendar pop-up. The system will return records within the data range specified.
   • Performed By: Select the user that performed the action from the dropdown menu.
   • Object Unique ID: Enter an Object's Unique ID in the field.
   • Object Name: Enter the Object's Name in the field.
   • Object Type Name: Select the Object Type from the Object Type Name dropdown menu.
   • Action: An Action is a user or system-driven behavior that accesses or applies changes to data.
   • Event: An Event is the result of an action and drives a specific change to the data.

Filter Fields

3. After you have applied search filters, click the Search button to return the search results.

Search Button

4. The following information will be returned as part of the search results:
   •  Time: The time the action occurred displayed in local time according to the user's settings.
   • Performed By: The User who performed the change. A Flag appears next to the value if an Administrator impersonates a user when changes are made. You can see the Administrator impersonating the User by hovering over the Flag.
   • Object Unique ID: The alpha-numeric ID Resolver automatically assigns to identify an object throughout the Organization.
   • Object Name: The Object's Name.
   • Object Name Type: The Object's category type.
   • Action: The change to the Object initiated by a User or the System (e.g., Nightly Trigger).
   • Event: The Object's data change that occurred due to the Action (e.g., State Change).
   • Value: The Value details the changes performed on the Object.

Search Results Section

5. Click within a row to open extended Object details.

Object Details Pop-up

6. The following additional information is displayed on the Object Details pop-up:
   • Object ID: The Object ID is a numeric ID that the system automatically assigns to an Object when it is created.
   • Object External Reference ID: The Object's External Reference ID is an alpha-numeric ID that identifies the Object throughout the Organization. 
   • Object Type ID:  The Object Type ID is a numeric ID assigned by a User to identify Object Types throughout the Organization.
   • Object Type External Reference ID: The Object Type External Reference is an alpha-numeric code automatically assigned by the system to identify an Object Type within the Organization.

Object Details Pop-up

Actions and Events

The following table outlines the Actions and all the corresponding Events that can occur within that Action:

Action Name	Event Name
Add Comment	Add Comment
Add Relationship	Add Relationship
	Assign Role
	Create Object
	State Change
	Update Field
	Update Formula
	Update Property
Assignment Sync	Add Relationship
	Assign Role
	Create Object
	State Change
	Update Field
	Update Formula
	Update Properties
Assign Role on Object	Assign Role
Calculate Formula	Update Formula
Create Object	Add Relationship
	Assign Role
	Create Object
	State Change
	Update Field
	Update Formula
	Update Properties
Create Object from Email	Add Relationship
	Assign Role
	Create Object
	State Change
	Update Field
	Update Formula
	Update Properties
Data Import	Add Relationship
	Assign Role
	Create Object
	Remove Relationship
	State Change
	Update Field
	Update Formula
	Update Properties
Delete Object	Delete Object
	Remove Relationship
	Unassign Role
	Update Formula
Delete User Group	Unassign Role
Delete State	State Change
	Update Formula
	Update Properties
Download Attachment	Download Attachment
Download Report	Download Report
Edit Object	Discard Changes
	Edit Online
	Update Field
	Update File Name
	Update File Version
	Update Formula
	Update Properties
Launch Assessment	Add Relationship
	Assign Role
	Create Object
	State Change
	Update Field
	Update Formula
	Update Properties
Nightly Trigger	Add Relationship
	Create Object
	Remove Relationship
	State Change
	Unassign Role
	Update Field
	Update Formula
	Update Properties
Preview Attachment	Preview Attachment
Remove Relationship	Remove Relationship
	Update Formula
Remove User	Unassign Role
Trigger Object	Add Relationship
	Assign Role
	Create Object
	Remove Relationship
	State Change
	Unassign Role
	Update Field
	Update Formula
	Update Properties
Unassign Role on Object	Unassign Role
Update Comment	Comment State Change
	Update Comment
Update Field Option	Update Field
	Update Formula
Update State	Update Properties
View Report	View Report