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.
| 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, Voted, 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. |
| Details (e-signature) | Capture role of signatory and purpose of signing |
| 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 |
| e-Signature Recorded | When an e-Signature is successfully recorded |
| 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) |
| Voted event type | When the user cast their vote |
| Form saving event | When the assigned user presses the Save as Draft button in a step |