Auditing changes to the value of fields
1 Task
5 mins
Beginner
Security
English
Scenario
You are a Solution Builder working on TGB's HRApps application. HRApps handles payroll setup for employees, including bank details for direct deposit. The auditing team needs changes to the payment information recorded in the Case history.
You configure the Payroll Setup Case Type to track modifications to the relevant fields and add a View to display the field audit history.
Note: This challenge has been configured with Single Sign-On (SSO) using your Pega Academy credentials. If you are not automatically signed in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | SSA@TGB | pega123! |
After completing this challenge, you should be able to:
- Enable field auditing on a Case Type.
- Select specific fields to track for audit history.
- Add a Field History View to a Case Type tab.
Detailed Tasks
1 Auditing changes to the value of fields
Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
Task 1: Enable field auditing on the Payroll Setup Case Type
- In the Payroll Setup Case Type, field audit is enabled.
- The following fields are selected for auditing:
- Account number
- Bank name
- Routing number
Task 2: Add the Field History View
- In the Payroll Setup Case Type, a new tab named Field Level Auditing is added under the UX tab.
- The Field History View is added inside the Field Level Auditing tab.
Directions
- Open the Payroll Setup Case Type and navigate to Settings > Auditing.
- Enable Enable field audit and select the three fields as detailed in the Acceptance criteria.
- Save your changes.
- In the Payroll Setup Case Type, navigate to the UX tab and create a new tab named Field Level Auditing.
- Add the Field History View as detailed in the Acceptance criteria.
- Save your changes.
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