Set up the change log

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All Creatio products

The change log records changes to business data. You can use it for things like tracking product price or account balance changes.

The audit log records system events, system settings, and system data. Learn more in a separate article: Set up the audit log.

The change log is disabled by default. Follow the steps in this article to enable this feature.

To set up logging, you can use either the Change log section or any other Creatio section, lookup or detail.

Example. Set up logging of changes in contacts’ phone numbers and emails.

Emails, mobile and work phones are available in the contact profile, so logging must be enabled in the Contacts section on the column level.

Note.  If you use a load balancer to ensure fault tolerance of your Creatio application, perform the setup on one Creatio instance, then transfer settings to other instances. The setup process applies to Marketplace apps, custom packages, and other settings that require compilation. Learn more in a separate article: Compile an app on a web farm

Method 1. Set up logging in the [Change log] section 

Note. We recommend setting up logging only for columns whose values you need to track. With large databases, logging a significant number of objects and columns might reduce Creatio’s performance.

  1. Open the system designer. For example, click the btn_system_designer.png button.

  2. Click “Change log” in the “Users and administration” block.

    Note. You must have permission to the “Access to "Change log" section” (the “CanManageChangeLog” code) system operation to manage the Change Log section. Learn more in a separate article: System operation permissions.

  3. Find the needed section object, detail, or lookup in the object list. For example, set the “Sections” filter (Fig. 1).

    Fig. 1 The object filter in the change log
    scr_section_change_log_choosing_object.png
  4. Select the section from the list or find it using the search bar (Fig. 2). Click the title of the needed object. For example, the “Contact” object. This will open a new page.

    Fig. 2 The search bar in the change log
    scr_section_change_log_wnd_find_object.png
  5. Enable logging on the page that opens via the corresponding switch.

    Note. If you save the changes on this step, Creatio will log the record create, update, and delete operations.

  6. Set up the list of columns for logging when a record is changed. For example, use the Email, Mobile phone, and Business phone columns (Fig. 3).

    Click Add to add a new column. Hover over the column title and click btn_delete.png to delete an added column.

    Fig. 3 The column logging setup
    scr_section_change_log_choosing_column.png
  7. Click Apply to save the changes.

    After you apply the settings, Creatio will start monitoring the changes and recording them to the change log.

Method 2. Set up logging in a section, lookup or detail 

  1. Open the needed section, lookup, or detail. For example, the Contacts section.

  2. Click ActionsChange log setup (Fig. 4).

    Fig. 4 Set up the change log in the Contacts section
    scr_section_change_log_wnd_set_section.png

Note. If you cannot see Change log setup in the action list, make sure you have permission to the “Access to "Change log" section” (the “CanManageChangeLog” code) system operation. Learn more in a separate article: System operation permissions.

As a result, the change log setup page of the Contacts section will open. Follow steps 5 through 7 from the Method 1 to complete the setup.