Audit of Changes in Process
From version 8.2 When a Process is modified, an audit record will be automatically created. This provides the ability to review the updates that have been performed on a Process over time. user is able to track main changes in the Process performed in Process Builder.
When saving updates to a Process, it is best practice to enter Comments, so that users reviewing the audit trail can quickly understand what changes were made and the reason for them.
This history is available on the Audit Trail tab of the Process Details page.
The Audit Trail table may be filtered by Process Version, author of the last modification, and modification date range. The table displays the following information:
- Modified Date
- Modified By
- Process Version
- Comments
If the Process modification has contains trackable changes, the Modified Date may be clicked and further audit details will be displayed.
In some cases, modifications may contain additional details that must be displayed separately. In this case, the "Show details" link will be displayed.
Clicking the "Show details" link will display the following information:
The following Process modifications are tracked by the Audit Trail feature:
- Process Version name changes
- Adding/deleting steps
- Adding/deleting/changing connectors and creating branches
- Adding/deleting/modifying conditions, rules and actions on connectors
- Step properties (primary): Name, API Name, Type, Description
- Step properties (additional): Unanimous Complete, Require Comments, Autocomplete Behaviour, Processing Frequency, Priority
- Step Time properties: Duration, Effort, etc.
- Step layout, smart settings, Kanban settings, highlighted fields
- Step notification settings
- Step progress component settings and custom buttons
- Additional access settings on step
- Rules
- Actions (including starting sub-processes)
- Checklists
- Responsibility overrides (changes in step assignees)
- Custom data fields
- Connection points
- Reminders
- Escalations
- Reference materials (attached files)
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