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Ryan Farley on .NET Development with a focus on CRM Development for SalesLogix

Creating Custom History Tracking Tables for Entities in SalesLogix Web

Field change tracking is implemented in a great way in SalesLogix 7.2 Web. You select the entity you want to track field change history to and then select the fields to audit. It's that simple. You can also easily create your own custom tracking tables to record field changes to so you don't have to overload the history table with all the tracked field changes.

For example, let's say you have a Quote entity that you want to record field changes for to a custom tracking table. You can create a new entity called QuoteTracking to record to. On the QuoteTracking table create the following properties:

  • QuoteTrackingId (entity unique key added automatically)
  • QuoteId (this will hold the Quote.Id value for the quote the change was made on)
  • NewValue
  • Note
  • OldValue
  • FieldName

Now just go to the Quote entity and create a 1:M relationship from Quote.Id to QuoteTracking.QuoteId. On the Extended tab, you sould now see IQuoteTracking in the drop down for “Track History To” and can select it to record field changes to it (for whatever fields have the audited flag set on the Quote entity)

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About Ryan Farley

   Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix since 2001 and believes in sharing with the community. He loves C#, Javascript, Python, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

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Comments

 

David Lumm said:

What does the Note field do? Everywhere I look it says that it must be created, but I can't find anything that actually makes use of it. In our system we were looking for the Notes field to say "*FieldName* set to *NewValue*" but we just couldn't find a sensible way of doing it. We're doing it with a calculated field now...

I made a request on the SLXDeveloper.com forum, but unfortunately nobody seemed to know the answer to this one...

Why is that field there?

January 27, 2009 8:46 AM
 

Tom Carroll said:

I tried this and it worked except for ID fields.  I am auditing the Lead table and made some changes to Lead Owner, Lead Account Manager, and Lead Source none of which were recorded (made sure they were checked).  I made changes to thinks like firstname and lastname and changes to these fields were recorded.  Any idea on wihy it wouldn't work on ID fields?

October 26, 2010 12:29 PM

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