Track Custom form fields

[Lawson02]

I need to track and record any changes on a custom form with 341 fields... Is there a good way to accomplish this, is this even possible? 

[Doug_Den_Hoed__AtAppStore]

Hi @Lawson02,

If by changes you are referring to the definition of the Custom Form, to my knowledge there is no native auditing (let along change management) to do so. Depending on how fancy you want to get, you might consider:

• Copying and archiving the form with some kind of naming convention (e.g. MyForm_YYYY-MM-DD) so you can go back and look at it
• Using our Update Category Generator solution to generate a Before.xls and After.xls version of the form in Excel, then (optionally) uploading them to Workfront for the record, and (also optionally) adding notes and or custom data to the "After.xls" explaining what was changed
• Formalizing the idea by creating a Request Queue so changes to Custom Forms can be submitted for evaluation, prioritization, approval, etc...and (upon approval) then using either technique above to complete the change(s)

I suspect other folks can share more ideas, but one other key point I'll mention is to ensure you have a minimal number of Workfront SysAdmins in your instance, to avoid surprises and ensure accountability -- perhaps taking it as far as having only one SysAdmin account that is reserved for these types of important actions, which are then conducted transparently with the human SysAdmins observing (e.g. over Zoom) as one of them Logs In As in order to do so.

Regards,

Doug

[Lawson02]

Sorry I was not super clear with this post. I was not referring to changes to the form itself but more referring to changes that a user would make when filling out the form. I have done it with a CONCAT() var encompassing all variables but since this form has 300+ fields I did not want to type in all of the variables. As always, thank you for responding I always appreciate your insight.

[Doug_Den_Hoed__AtAppStore]

My pleasure@Lawson02 and no worries,

I'd be interested to learn what "done it with a CONCAT() var" means (other than smushing all fields into a single string) as it pertains to tracking user changes, but using native features, two common approaches would be a Journal Entry report or a Notes report. To (closely) track a particular custom parameter of interest, you might also consider this Targeted Auditing technique.

Regards,

Doug

[Lawson02]

I created a custom field that concats all vars on a form and have a fusion scenario that checks for when the variable exists and is changed, then the scenario kicks. I will look into both the things you mentioned, thanks for the help.