Audit Trail: Difference between revisions
From Fishbowl Advanced
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[[File:Icon.{{PAGENAME}}.png]] The [[{{PAGENAME}}]] plugin is a free add-on that can be installed from the {{Module|Plugin}}. After installing the plugin, the {{Button|Audit}} is added to the toolbar of the {{Module|Sales Order|Module buttons}}, {{Module|Purchase Order|Module buttons}}, {{Module|Part|Module buttons}}, {{Module|Product|Module buttons}}, and {{Module|Work Order|Module buttons}}. The change log for the current item is then displayed and can be filtered by typing into the search field at the bottom of the window. | [[File:Icon.{{PAGENAME}}.png]] The [[{{PAGENAME}}]] plugin is a free add-on that can be installed from the {{Module|Plugin}}. After installing the plugin, the {{Button|Audit}} is added to the toolbar of the {{Module|Sales Order|Module buttons}}, {{Module|Purchase Order|Module buttons}}, {{Module|Part|Module buttons}}, {{Module|Product|Module buttons}}, and {{Module|Work Order|Module buttons}}. The change log for the current item is then displayed and can be filtered by typing into the search field at the bottom of the window. | ||
[[File:{{PAGENAME}}.png]] | [[File:{{PAGENAME}}.png]] | ||
==Install== | |||
# In any Fishbowl Client, open the {{Module and Group|Plugin|Integrations}}. | # In any Fishbowl Client, open the {{Module and Group|Plugin|Integrations}}. | ||
# Select the {{Plugin|{{PAGENAME}}}} and click '''Install'''. | # Select the {{Plugin|{{PAGENAME}}}} and click '''Install'''. | ||
# Completely close all Fishbowl Clients. | # Completely close all Fishbowl Clients. | ||
# Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting '''Exit'''. | # Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting '''Exit'''. | ||
# After | # After reopening the Fishbowl Server, admin users can see the new {{Button|Audit}} in the toolbar at the top of the following modules.<br>[[File:Audit button on part toolbar.png]] | ||
#* {{Module|Sales Order|Module buttons}} | #* {{Module|Sales Order|Module buttons}} | ||
#* {{Module|Purchase Order|Module buttons}} | #* {{Module|Purchase Order|Module buttons}} | ||
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#* {{Module|Work Order|Module buttons}} | #* {{Module|Work Order|Module buttons}} | ||
# To make these buttons visible for other user groups, enable the '''Report Audit''' access rights in the {{Module|User Group}}. | # To make these buttons visible for other user groups, enable the '''Report Audit''' access rights in the {{Module|User Group}}. | ||
=Troubleshooting= | =Troubleshooting= | ||
* Deleted item(s) on orders are not logged events in the database and cannot be shown | * Deleted item(s) on orders are not logged events in the database and cannot be shown | ||
* Changes to existing item(s) (with the exception of deletion) on orders are logged events and are shown | * Changes to existing item(s) (with the exception of deletion) on orders are logged events and are shown | ||
* Initial adding of item(s) are not logged events on orders and cannot be shown | * Initial adding of item(s) are not logged events on orders and cannot be shown | ||
* Orders imported into Fishbowl will not have audit history until there | * Orders imported into Fishbowl will not have audit history until there have been changes made to the order within Fishbowl after import | ||
{{Plugin Release Notes}} | {{Plugin Release Notes}} | ||
Latest revision as of 12:27, 23 March 2023
The Audit Trail plugin is a free add-on that can be installed from the 
Plugin module. After installing the plugin, the 
Audit button is added to the toolbar of the 
Sales Order module, 
Purchase Order module, 
Part module, 
Product module, and 
Work Order module. The change log for the current item is then displayed and can be filtered by typing into the search field at the bottom of the window.
Install
- In any Fishbowl Client, open the Plugin module, located in the
Integrations group. - Select the
Audit Trail plugin and click Install. - Completely close all Fishbowl Clients.
- Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
- After reopening the Fishbowl Server, admin users can see the new
Audit button in the toolbar at the top of the following modules.
- To make these buttons visible for other user groups, enable the Report Audit access rights in the
User Group module.
Troubleshooting
- Deleted item(s) on orders are not logged events in the database and cannot be shown
- Changes to existing item(s) (with the exception of deletion) on orders are logged events and are shown
- Initial adding of item(s) are not logged events on orders and cannot be shown
- Orders imported into Fishbowl will not have audit history until there have been changes made to the order within Fishbowl after import