Search only in titles

---

Auditing Business Processes (Audit Log)

The business process (BP) Audit Log tab lists the actions that have been taken on a specific BP record. The following table describes the events that are, or are not, captured in the Audit Log tab.

Note Unless noted otherwise, the following information applies to both workflow and non-workflow BPs.

The following events are captured in the BP Record Audit Log:

• Workflow - <Action> (via Bulk Update)
• Workflow steps

  When and to whom (To and Cc) each step was sent (workflow BPs)

• Record creation date (non-workflow BPs)
• General comments, including changes to the Hidden Comment checkbox and an entry that indicates whether a user deleted a comment
• File comments
• Linked Mailbox
• Linked records
• Add or manage Document-type BP folders: new, remove, rename, move
• Add, remove, open, view, or download file attachments
• Decline task
• Transfer ownership
• Add, modify, or delete a line item: detail or summary
• File attachments to existing line items
• Copied (cc) user views the record
• Updates performed on any part of the BP using the Reverse Auto-Population feature
• Update user web service calls

  When user(s) are added or removed using REST API services

• Bulk Update Import Data
• Record print

  The entries include:

  • Printing from BP record
  • Single & Bulk Printing from the BP log
  • Single & Bulk Printing from the Task log

  The log entries are:

  • Event - Print, and then select <Print Type>
  • Action - Run Print
  • User Name - User who ran the print

  The print type can be PDF, HTML, or Custom Print. For Custom Print, the format in Event is Print, select Custom, and then select <Template : Format>

• Disabled and Clear

  The Audit Log captures the number of clearing and disabling of data fields, based on the Disabled and Clear behavior set option in a DDS.

The following events that occur on the Unifier Mobile App are captured in the BP Record Audit Log:

• Record creation
• Record update
• Line Item addition
• Line Item update

The following events are not captured in the BP Record Audit Log:

• Actions undertaken at the creation step
• Accept task
• Undo accept task
• Add assignees or copy users between steps

Audit Log of Task Reassignments

When a Company Administrator reassigns a task, the BP Record Audit Log displays the following information:

• Date: Date and time stamp of the task reassignment
• Event: Task Reassignment
• Action: Task has been reassigned
• Field: Assignee
• Old Value: The user name of the previous assignee
• New Value: The user name of the new assignee
• User Name: The name of the administrator who reassigned the task

---

Last Published Friday, December 12, 2025