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Enabling field-level auditing

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

Maintain case compliance and follow progress in your case types by enabling field-level auditing. When you enable fields for auditing, users of your application can conveniently track how values have changed, such as an estimated end date, so that they can plan and process work more efficiently.

Before you begin:
  • To see field-level changes at run time, ensure that your application uses the latest version of the UI Kit.
  • Mark as relevant properties that are required for auditing. For more information, see Marking a record as relevant.
When you enable field-level auditing, your application tracks changes that users make to fields in the data model that your case contains. Users of your application can then check previous and current field values, the last user to change the values, and the time of their modification.Note: Only standard Pega Platform applications support field-level auditing. Applications that you build on Cosmos React do not support this feature.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the case working area, click the Settings tab.
  3. In the settings pane, click Auditing.
  4. In the Auditing window, turn on the Enable field audit switch.
  5. In the Fields column, select the check boxes next to the fields that you want to enable for auditing.
    Note: You can only enable fields that contain scalar properties.
  6. If you want to enable fields in a data relationship, click the name of a data relationship, and then repeat step 5.
  7. Click Save.
Result: At run time, when users process the case, they see the changes to the fields on the Audit tab.What to do next:
  • Maintain the good quality of field-level auditing and troubleshoot errors by checking the pzStandardProcessor queue processor in Admin Studio.
  • Continue working on your field-level auditing data after you deploy your application on another system by packaging the appropriate rules and data. For more information, see Packaging rules and data that contain field-level auditing information.

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