How to see audit history and back ground process

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Posted on by pkguptamca

Hi Every one,

Where we can see audit history and back ground process links on unified interface? Before unified interface it was avilable in top bar after clicking dropdown icon on a record (like account,contact).

Thanks,

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LuHao 40,892 on at

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Hi partner,

We could find the audit history in the Related tab of each record:

1. Go to the record which you want to view the audit history.

2. Click the Related tab and then click on Audit History. we can see the audit history.

In addition, you could view the Audit Summary for all the records:

1. Click the Settings button in the top right corner to click Advanced Settings.

2. Under the System tab, click Auditing, then click Audit Summary View, we can see the audit history.

You could see the back ground process in this way:

1. Click the Settings button in the top right corner to click Advanced Settings.

2. Under the Process Center tab, click Processes. We can see all the processes.

3. Turn on filtering, then we can filter the Category column to filter out the workflow. These workflows are the back ground process.

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pkguptamca 20 on at

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Hi Lu,

Thanks for answer, It very well explained. Point 1 is clear and helpful to me.

Regarding point 2: Actually i want to see all workflows which has run on a record like account , contact or any other entity. How can i see same. Before Unified interface this was avilable in top navigation bar when we click drop down icon at account level. Since drop down icon is not avilable now at account level,we are not able to see same.

Thanks,

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T.I.A 1,760 on at

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I'm seeing the same issue. Even if I add background processes to the form navigation. I believe it should appear in the related section but it isn't.

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LuHao 40,892 on at

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Hi partner,

I have updated my last answer, please read it.

Indeed, there are no more Background Processes and Real-time Processes in the records' Related in the unified interface.

So if we want to use this feature, we can only manually filter it in System Jobs.

1. Click the Settings button in the top right corner to click Advanced Settings.

2. Under the System tab, click System Jobs. Turn on filtering. Click the Filter button in the System Job Type column and select workflow.

3. Click the Filter button in the Regarding column and click Custom filtering. Select the record you want to view. OK. This will filter out the workflow of the records you want.

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