eService: Purpose of Audit?

Feb 17, 2010 at 8:38 PM
Edited Feb 18, 2010 at 1:43 PM

When a user modifies their profile, it directly alters their contact information.  A workflow then fires that creates an "eService Audit - Contact" record.  This record is a snapshot (copy) of the fields/values on the Contact's Information form.

What is the purpose of the audit?  How do you see it being used?

What confuses me is that the audit shows the values after the profile update.  I would think it would be more helpful to see the values prior to the profile update.

Feb 18, 2010 at 9:33 AM
Edited Feb 18, 2010 at 9:33 AM

Unfortunately this is a limitation of workflow. It does not have access the values before the save. To do this you need to create a plugin that has images (a copy of the data) pre and post update. You are then able to record the previous value and the updated value.

See the following link for more info on plugins.

http://msdn.microsoft.com/en-us/library/cc151086.aspx

This is a link from someone that has created such a plugin. Not used it so let me know how you get on. Just looked at the documentation, looks good to me.

http://crmaudit.codeplex.com/

Hope this helps

Feb 18, 2010 at 1:45 PM

Thanks for the update.  What is the original intended purpose of the audit?  The documentation says it "Stores any changes to Contact entity made via the eService Accelerator portal site."

Feb 18, 2010 at 5:45 PM

I really do not understand what should be the problem with workflows. If you initial create an audit record you have the value BEFORE change, and after it.

The only difference to the plugin solution is, that you have to manually start the workflow to create a data audit record on all your records in crm.