Audit - FlowForma

The Audit feature keeps a history of all relevant events within a form, serving both the users involved in the process and independent compliance auditors.

Enabling the audit feature

Event recording can be enabled at different levels, depending on what you need to be audited, including: FlowForma Settings, Flow Level Settings, and Business Rules.

FlowForma settings

If enabled using FlowForma settings, all newly created forms for all flows will be audited.

Flow level settings

If enabled using Flow Settings in the Flow Designer, all events for each form based on that flow will be audited. This also only applies to new forms.

Business rules

Auditing can be enabled on selected business rules; an option appears within the business rule editor. Only events including the execution of business rules with auditing enabled will be logged.

Viewing the audit log

To produce an audit report, navigate to All Forms and select the ITEMS tab on the ribbon. You’ll see the Audit option in the actions group.

A dialogue loads, displaying the logged details.

The following events are recorded by the system:


Node Type	Form, Step, Question or Subquestion
User	Username of the logged in user who caused the event to occur
Date	Date and time the event occurred
Event Type	Form started, Step Starting, Step Saving, Step Completing, Form Saving, Form Completing, Delegate, Pass back, Business Rule Execution, Signature checked
Step Code	Shows the Step Code if Node Type was a step
Question Code	Shows the Question Code if Node Type was a question/SubQuestion
Rule	Name of the rule and index number of the rule if there is more than one rule with the same name in the step.

FlowForma Event types:


Flow Started	When a form list item is created based on that flow
Flow Completed	When a form reaches a completed status
Step Started	When a step becomes active
Step Completed	When a step is successfully submitted
Save as Draft executed*	When the assigned user presses the Save as Draft button in a step
Delegate executed* from button	When the assigned user, the flow administrator or a FlowForma admin successfully delegates a step using the Delegate button
Pass Back executed* from button	When the assigned user, the flow administrator or a FlowForma admin successfully passes back a step using the Pass Back button
Business rule executed*	When any business rule action executes (i.e. rule conditions are true)
Form saving event	When the assigned user presses the Save as Draft button in a step

​Enabling the audit feature

​FlowForma settings

​Flow level settings

​Business rules

​Viewing the audit log

Enabling the audit feature

FlowForma settings

Flow level settings

Business rules

Viewing the audit log