Perform end-of-month auditing using Audit Trail

Requirement

Perform regular end-of-month auditing of a hardware company using Zoho Creator's Audit Trail feature.

Use case

All purchases and sales of a hardware company are maintained in a Zoho Creator sales management app. A record will be created in the Sales_Order form when a customer places an order and the Mode_of_Payment and Payment_Receipt fields will always be edited by the POS personnel only when the payment is done. Let's assume on a regular end-of-month, the accounting team wants to investigate if a sales record is attached with tampered/ no receipts or if any important records are deleted. The Audit Trail feature can help the investigation team to track down the history of modified users and users who deleted the records.

See how it works

Steps to follow

1. Create 2 forms with the following details.

Form	Form Link Name	Field Type	Field Name	Field Link Name
Products	Products	Dropdown	Product Group	Product_Group Gardening Carpentry Plumbing
		Single Line	Product Name	Product_Name
		Single Line	Product Code	Product_Code
		Currency	Unit Price	Unit_Price
Sales Order	Sales_Order	Number	Order ID	Order_ID
		Users	Sales Owner	Sales_Owner
		Subform Lookup (Products) Currency Currency	Sales Item Products Retail Price Selling Price	Sales_Item Products Retail_Price Selling_Price
		Dropdown Online Offline	Mode of Payment	Mode_of_Payment
		File Upload	Payment Receipt	Payment_Receipt

Note: If you have too many product groups, you can use a separate form to store them and add it as a lookup field in the product form.

Let's now configure basic customization required for our use case.

2. Create a workflow with the following details to disable and auto-populate the Sales Owner field.

3. In the Deluge editor, paste the following script to auto-populate and disable the Sales_Owner field.

input.Sales_Owner = zoho.loginuser;
disable Sales_Owner;

4. Create another workflow with the following details.

row.Retail_Price = row.Products.Unit_Price;

5. According to our use case, the edit and delete history of all users will be reviewed using Audit Trail by the end of each month. For demonstration purpose, let's add, edit, and delete a few records in the Sales Order form and check how they are being tracked under Audit Trail.

6. Now, under Operations, select Audit Trail and click View Audit Trail.

7.Choose Sales Order form from Sales Management application and click View.

8. The audit logs of the selected form will be displayed here.

See how it works

Points to note

You can also export the audit logs. In order to export them, click Export as CSV button.
This tutorial demonstrates fetching edit and delete logs. In addition, the Audit Trail feature can be used to fetch export and print logs of the records that are based on a specified form too.

Access your files securely from anywhere

Zoho CRM Training Programs

Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

Redefine the way you work

with Zoho Workplace

Start your free trial

Zoho DataPrep Personalized Demo

If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

Create, share, and deliver

beautiful slides from anywhere.

Get Started Now

Zoho Sign now offers specialized one-on-one training for both administrators and developers.

BOOK A SESSION

Zoho Workerly Home
Forums
Connect With Us:

Zoho Recruit Home
Forums
Connect With Us:

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.

Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
Offline Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal
Form Designer	HR
Card Forms	Food
Assign Forms	Photography
Translate Forms	Real Estate
Electronic Forms
Notification Emails for Forms	Alternatives
Holiday Forms	Google Forms alternative
Form to PDF	Jotform alternative
Email Forms CRM Forms Embeddable Forms Drag and Drop form builder HIPAA Forms Encrypted Forms

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Zoho Pagesense Resources

You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Zoho Sheet Resources

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Forms Resources

Secure your business

communication with Zoho Mail

Get started

Mail on the move with

Zoho Mail mobile application

Go Mobile

Stay on top of your schedule

at all times

Get started

Carry your calendar with you

Anytime, anywhere

Get started

Latest Announcements

New to Zoho Sign?

Zoho Sign Resources

Sign, Paperless!

Sign and send business documents on the go!

Get Started Now

Zoho SalesIQ Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Connect with us

New to Zoho ZeptoMail?

LEARN MORE

Latest Feature Updates

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho DataPrep Demo

Get a personalized demo or POC

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

New to Zoho Workerly?

Access Zoho Workerly

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho CRM?

Signup Now

Access Zoho CRM

Latest Feature Updates

New to Zoho Projects?

Access Zoho Projects

New to Zoho Sprints?

Access Zoho Sprints

New to Zoho Assist?

Access Zoho Assist

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Related Articles
Understand Audit Trail
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. A typical organization has several users accessing its applications and services. Monitoring every user's activity is ...
Limitations: Operations
Backup Zoho Creator will not back up the files present in the image, file upload, audio, video, and signature fields. For the applications that have enabled Environments, you can back up only your applications that are in the Production environment ...
View Audit Trail
This document provides a brief understanding of how the audit trail feature of Creator 6 is different from the existing feature in Creator 5. The Audit trail assists an organization in maintaining logs of activities performed in an application. This ...
Fetch reports
This API service lets you manage the different functionalities in a report. Fetch reports Methods fetchListReport(for:with:completionHandler:)This fetches metadata and the records of the List report. ...
Print template
This API service lets you manage the different functionalities in a report. Print template Methods fetchPrintTemplate(forRecordID:ofReport:completionHandler:)This fetches the HTML content of the Print Template of a record in the report. ...