Notes Module - Change Log

Hi Greg Barrass

yep, there is no audit on activities. From the SugarCRM KB:

http://support.sugarcrm.com/Knowledge_Base/User_Interface/Historical_Summary_vs._Activity_Stream_vs._Change_Log/ 

Alex Nassi can you add "Notes" to the KB entry to complete the list?

Regards

Björn

Hi Greg Barrass 

Athough Activities modules don't have Change Log feature by default, you can implement it with a bit of simple coding:

1. vardefs

Create an extended vardefs for each Activities modules and set the attribute " 'audited' => true, " dictionary of the module and for each field you want to make audited.

The file should be something like that:

<?PHP

$dictionary['Note']['audited'] = true;

$dictionary['Note']['fields']['name']['audited'] = true;

$dictionary['Note']['fields']['filename']['audited'] = true;

$dictionary['Note']['fields']['parent_type']['audited'] = true;

$dictionary['Note']['fields']['parent_id']['audited'] = true;

2. viewdefs

Add the button for View Change Log into buttons array of actiondropdown at custom record.php of each Activities modules. Just copy from Accounts record view the item whose name is 'auit_button'

3. Run QRR

Regards

Thanks Björn! I've forwarded your request over to the team that manages our documentation for review. 

Thanks everyone - appreciate the quick responses.

Andre beat me to the description of how to enable auditing for core modules that do not have it enabled by default!

However, at least in Sugar 6.x you do not necessarily need his step 2 to enable the View Change Log button - it will be rendered automatically for any module that has auditing enabled - unless there is an explicit [DetailView][templateMeta][form][buttons] array defined in detailviewdefs.php.

You can modify this "on the fly" in a custom view.detail.php with something along the lines of the following:

public function display() {
    $userrole = getEffectiveRole();

    // Show only the Edit and Delete buttons by default
    $this->dv->defs['templateMeta']['form']['buttons'] = array('EDIT', 'DELETE');
    switch ($userrole) {
        case 'Admin':
            // Only Admin users get the "Change Log" button.
            $this->dv->defs['templateMeta']['form']['buttons'] = array('EDIT', 'DELETE','AUDIT');
            break;
        case 'User':
            // ... your logic here
            break;
        default:
            // ... your logic here
            break;
    }
    $this->dv->process();
    echo $this->dv->display();    
}

This note has been updated per your suggestion, Björn Canales Pfisterer. Thanks again!