Case audit logs

Updated 2 months ago by Kiruthika

The Audit log section stores the history of all the activities related to your case system. It allows the Case Admins to search and find the flow-level and item-level changes made by users in your case system. On the case page, click the More options button > Audit log to access the audit log of the case system you are currently in.

You can get the following details of events recorded as part of your case system from the audit log:

  • Audit ID: This is a unique ID generated automatically by the system for every event that's recorded as part of the case history.
  • Timestamp: The exact time when a specific action happened or was performed.
  • Actor: The user who performed the action.
  • Action: The kind of activity or action that had taken place. Examples include Case system created, Case created, Case deleted, etc.
  • Object: The object or the underlying resource that is being changed
  • Event category: Common name for an event that you can use to filter down to similar events. Examples: Case administration, Case settings, etc.,
  • Platform: The device or OS from which the event was recorded.
  • IP: The IP address from which the event was recorded.
  • Batch ID: This is a unique ID generated automatically by the system for a group of events that are related to each other. Unlike Audit ID, the Batch ID of these events will be the same for reference purposes.

Sorting fields

  1. On the case page, click the More options button > Audit log.
  2. Click the down-arrow button beside a field's name to sort a field in ascending or descending order.

Searching fields

  1. On the case page, click the More options button > Audit log.
  2. Click the down-arrow button beside a field filter to search for a specific entry as necessary.
  3. Enter the search term in the search area that follows as necessary.

Filtering fields

You will be able to filter the audit log events based on the following fields/criteria:

  • Audit period
    • Last 30 days: Get event information for the last 30 days from the current date
    • Last 60 days: Get event information for the last 60 days from the current date
    • Last 90 days: Get event information for the last 90 days from the current date
    • Custom date range: Select a customized date range to filter events

  • Object: Select one or more objects from the suggestions or enter the exact object name for which you would like to derive the log details.

  • Event category: Filtering events based on event categories is one of the recommended ways to get all the events which are related to each other. If you are unsure about how to go with the event category, enter common keywords like "case setting" or "case" in the search bar and it will list all the categories relevant to the flow type you are currently in.

  • Actor: You can select one or more account users to filter events based on users.

  • Action: Enter a relevant action in the field's search bar or select one from the suggested list of actions as necessary. You can filter events based on only one action at a time.

  • Audit ID, Batch ID, & IP: Filters are applied on these fields mostly to backtrace an event's history. Enter the exact Audit ID or Batch ID or IP address to filter events as necessary.

Removing filter conditions

Applied filter conditions will be highlighted in blue as in the above screenshot and to remove a specific filter condition, hover over the condition and click the Remove button to clear it.

Exporting an audit log

  1. On the case page, click the More options button > Audit log.
  2. Click the Export button to export the audit log as a file. An email with the download link will be sent immediately to your registered email address from where you can download the file.


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