Auditing changes to the value of fields

1 Task

5 mins

Visible to: All users

Beginner

Pega Platform '24.2

Security

English

Scenario

HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the employee changes the payment information, the auditing team wants to record the change in the Case history for availability during a potential audit. Configure HRApps to record changes to the Bank name, Account number, and Routing number fields in the Payroll Setup Case Type.

The following table provides the credentials you need to complete the challenge.

Role	User name	Password
Senior System Architect	SSA@TGB	pega123!

Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

Challenge Walkthrough

Detailed Tasks

1 Configure the application to track changes

In the Pega instance for the challenge, enter the following credentials:
1. In the User name field, enter SSA@TGB.
2. In the Password field, enter pega123!.
In the navigation pane of App Studio, click Case types > Payroll Setup to open the Payroll Setup Case Type.
Click Settings > Auditing.
Turn on the Enable field audit switch to display the fields section.
In the list of fields, select the following checkboxes:
- Account number
- Bank name
- Routing number

Confirm your work

In the Payroll Setup Case Type, click Save and run to run a new instance of the Payroll Setup Case Type.
Complete all required fields.
Advance the Case to the Provide bank information Step.
On the Provide bank information form, complete all the fields.
Click Submit to complete the Assignment.
In the summary panel, click Actions > View history to view the Case history.
In the History window, click the Field History tab to view the changes to the payment information fields.
Verify that the changes to the Account number, Bank name, and Routing number fields are recorded.