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Custom Audit View embedded in a portal page

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Posted on by Community Power Pla... Microsoft Employee

Hi,

is it possible to create a custom audit view in any way? What I mean by that is to create an audit view for all accounts featuring the columns:

Account Name | Old Value | New Value

I got an requirement to add such a view in a PowerApps Portal page, however I am only able to insert a record specific audit history or the whole audit summary as an iFrame.

I want a custom audit view showing the changes of the account entity.

Any suggestions how to achieve this requirement?

Thanks in advance!

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Power Apps portals

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oliver.rodrigues 9,482 Most Valuable Professional on at

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A few points here:

Do you want to show all changes? or only changes made via Portals?

Do you want to show changes for every column or just for a few?

Have you thought about security? Can users see changes that any other user did?

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Community Power Pla... Microsoft Employee on at

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Hey!
I only want to show specific fields of the account entity referring to changes made on portal/crm (update information). Specific users will can view these changes yes. But I am struggling to create such an "custom audit view".

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oliver.rodrigues 9,482 Most Valuable Professional on at

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I personally wouldn't try to use the OOB audit view in this case for the following reasons:

Audit table usually grows quite a lot and is a very heavy table, not ideal to ask your Portal to load that

There would be a big enough risk of either you showing data that is not relevant, or showing the wrong fields

Depending on how you enable the view for the Audit history, you could endup exposing Audit data for other entities by accident

What I would do here, is:

Create a new Entity for Custom Account Audit, you have are going to have similar functionality on other entities, you can create a generic Custom Audit entity

Add a Plug-in with Pre-Image/Post-Image to the Account entity and created a new custom audit record whenever your fields are changed (pro-top, think about how to have those fields configured somewhere in the system, so you don't need to change your code everytime you want to audit another field)

The new entity is related to the Account, so you can show as a subgrid in your form/Portal pages

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Community Power Pla... Microsoft Employee on at

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Thank you @OliverRodrigues ! Did you create such a plug-in or do you know a reference we can build on?
I am just asking because its time critical and any time we can free up for the developers would be super helpful.

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oliver.rodrigues 9,482 Most Valuable Professional on at

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what I meant is that that would be my approach

please take a look at the official documentation for Plugin development: https://docs.microsoft.com/en-us/powerapps/developer/data-platform/write-plug-in

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