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Auditing changes to the value of fields

2 Aufgaben

5 Min.

Sichtbar für: All users Applies to: Pega Platform '25
Anfänger
Security
Englisch
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Szenario

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!

Sie müssen zum Abschließen dieser Challenge Ihre eigene Pega-Instanz starten.

Die Initialisierung kann bis zu 5 Minuten dauern, bitte haben Sie Geduld.

Genaue Übungsschritte

1 Configure the application to track changes

  1. 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!.
  2. In the navigation pane of App Studio, click Case types > Payroll Setup to open the Payroll Setup Case Type.
  3. Click Settings > Auditing.
  4. Turn on the Enable field audit switch to display the fields section.
  5. In the list of fields, select the following checkboxes:
    • Account number
    • Bank name
    • Routing number
      Audited fields selected in the Auditing page

2 Configure Field Level Auditing tab

  1. In the Payroll Setup Case Type, click on the UX tab.
  2. In the tabs, create a new Field Level Auditing tab.
  3. In the Field Level Auditing tab, add the Field History view. 
    Field level auditing tab


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