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View Audit History of a Form
View Audit History of a Form

This article helps you understand how to view audit history of an existing form.

Updated this week

Click on a topic below to continue:

Accessing Form History

Follow the steps for opening the form in viewer.

Click on 'History' icon at top right side of the form viewer to view form history. Use the available dropdown options to filter the results as per requirements. It includes distribution, status and access history of all the users across all of the message threads for selected form. You need to have the role privilege 'Can Access Audit Information' for viewing audit history.

Alternatively, right click on an form and select 'History > All / Distribution / Status' to view audit history from the forms listing view under 'Project Forms' tab.

The history popup will open within form viewer. While viewing the form history, you

can filter the distribution and access history based on form message id using the

dropdown option available at top right. Additionally, you can always export the form

history details as an excel file by clicking on the excel icon available at top right.

See 'App History More Options' below for further details.

Distribution history contains details of distribution that has happened on selected form. It includes message id, name and organization of the user who distributed the form and if recipient was notified via email or not, recipient object and user, recipient task and its current status along-with due date and when the task was assigned, task notes (notes captured from the subject line while form was distributed), task completion date (if completed), form viewed date (if form was viewed as part of task completion) and remarks if any.

Status history contains details of instances when status was changed or deactivated

on selected form. It includes the new status detail in case the status was changed

including the details of user who changed the status, when it happened and the reason mentioned by the user at that time.

Access history contains details of type of access taken and by whom along-with date, message id and remarks if any.

Exact time when specific activity was performed can be identified (if available) when you mouse over on the date value in the related history section. In case proxy access was taken while performing any of the activity, it would be indicated with a 'Proxy Access' icon on which you can mouse over and find out who had taken that particular proxy access.

Form History More Options

Follow the steps for accessing form history, then select the history records to be able to use the icons showing at top right side.

Below is a description of various icons available:

Icon

Title

Purpose

More Options

To clear, delegate, deactivate, reactivate tasks for the selected form distribution. Click the links below to learn more:

Export

To export the form history in MS excel format.

Refresh

To refresh the content within the popup.

Maximize

To maximize the popup.

Dock Content

To dock the content within the same page so that you don't need to click again to view the popup content.

Undock Content

To undock the docked content.

Close

To close the popup.

Clear Form Tasks

Users on Asite having the privilege 'Can Clear Tasks - Own' / 'Can Clear Tasks - Organization' / 'Can Clear Tasks - Workspace' on a project can clear tasks on their

project.

To clear one or more tasks that are incomplete, follow the steps for accessing form history more options, then select the tasks using the available checkboxes and click on 'Clear Tasks' under 'More Options'.

Selected tasks will be cleared and a message will appear at the top side of the viewer confirming the same.

Click here for detailed help on how to clear tasks from distribution view in 'Sites' area.
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Delegate Form Tasks

Users on Asite having the privilege 'Can Delegate Tasks - Own' / 'Can Delegate Tasks - Organizations' / 'Can Delegate Tasks - Workspace' on a project can delegate tasks of users on that particular project.

To delegate one or more tasks that are incomplete to other users, follow the steps for

accessing form history more options, then select the tasks using the available checkboxes and click on 'Delegate Tasks' under 'More Options'.

In the 'To' box select the user to whom this task needs to be delegated.

You will get three options while delegating tasks:

Existing Due Date - To keep the original due date of the task unchanged.

Re-calculate days by actual distribution - To recalculate the task due days from date of delegation.

User Definition - To select a new due date for this delegation.

Once done, click on 'Delegate Tasks' button to complete delegating the selected tasks.

Deactivate Form Tasks

Users on Asite having the privilege 'Can Deactivate Form Tasks - Own Org' / 'Can Deactivate Form Tasks - All Orgs' on a project can deactivate form tasks of users on that particular project.

To deactivate one or more tasks that are incomplete, follow the steps for accessing form history more options, then select the tasks using the available checkboxes and click on 'Deactivate Tasks' under 'More Options'.

Selected tasks will be deactivated and a message will appear at the top side of the viewer confirming the same.

Reactivate Form Tasks

Users on Asite having the privilege 'Can Reactivate Form Tasks - Own Org' / 'Can Reactivate Form Tasks - All Orgs' on a project can reactivate form tasks of users on that particular project.

To reactivate one or more tasks that are deactivated, follow the steps for accessing form history more options, then select the tasks using the available checkboxes and click on 'Reactivate Tasks' under 'More Options'.

Selected tasks will be reactivated and a message will appear at the top side of the viewer confirming the same.



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