Historic information at your fingertips: Web-based Audit Trail

Historic information at your fingertips: Web-based Audit Trail

As the history of data is a crucial asset for many users in various roles, an easy to understand visualization for historic data has been introduced.

History tab

A web-native "History" tab has been introduced (also available as view inside the Desktop UI of Product 360). It is available for products and other data types to access the information right in the context of a record. It is possible to select one or multiple objects, to view all changes chronologically. The number of change records to be displayed before clicking on "Show earlier events" can be configured in the
plugin_customization.ini
file. The user can also decide to look at all change entries at once, using the "Expand all" option enabling a scroll-through experience.
The data is presented in the user's language and locale. The user's permissions on the data are respected and to see data of a deleted part of the data model a specific action right has been introduced. Similarly, it is configurable by action right if the user is allowed to see who made the corresponding changes to the records.

Filters

The history tab includes three types of filters to quickly narrow down the data and finding relevant changes. It is possible to filter on which users' changes are showing up, to only show changes which happened before a specific date and time, or only for selected fields. For the field filter, the user has the possibility to leave the qualifications empty, allowing the filter to be applied on any qualification (e.g. see changes on a price of any currency). All filter settings are remembered across sessions, allowing the user to only focus on what she is interested in and can conveniently be reset with the "clear filter" icon.

Revert a value

In case the user wants to revert to a previous value (e.g. an undo of setting a value in case of a mistake), a "Revert" button is displayed on hover over a value. Clicking it will show the currently active value, and after confirmation, will set the old value as a new one (or re-create it in case it no longer exists overall).

Flex UI

To support use-case driven work, the history view is also available as a component for Flex UIs. With that, it is also possible to pre-define filters via the Flex UI configuration, allowing it to show only changes of defined users, fields, or time according to the use-case and without the user needing to set those filters manually.

Audit Trail search

For advanced needs, a powerful Audit Trail search is available. This allows you to find changes across data types, change types (e.g. deleted objects), time frames, initiators, and users. For the search with identifiers, one or multiple identifiers are possible to be set, and wildcards are supported as well. It can also be searched by unqualified fields (e.g. any "Price"), and containers can be selected (e.g. the catalog of an item), including searching across all catalogs, or only within supplier catalogs.
For the platform improvements and migration of Audit Trail, please have a look at the chapter "New Audit Trail architecture" below, also the Audit Trail chapter in the Knowledge Base, which is part of the "Technical documentation (HTML)", contains further details.

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