Activity Logs are a tool in Cavallo for Business Central that allow users to view changes made to a document, who made those changes, and when. Enabling Activity Logs in Cavallo requires a Service Connection to be set up in BC, and for Change Logs to be configured in BC.
To set up a Service Connection for Cavallo in BC, follow the instructions here.
To set up Change Logs in Business Central, follow the instructions below:
- Log into Business Central in the Environment/Company you'd like to use Activity Logs in.
- Click the Search Icon at the top right of the screen.
- In the search bar, enter "Change Log Setup"
- Select the "Charge Log Setup" option from the results list, under "Go to Pages and Tasks"
- Click the button to enable the "Change Log Activated" setting.
- Click on the "Setup" button near the top left of the screen, then click "Tables"
- Click the "Search" button near the top left of the screen, and enter "Sales Header"
- For each column "Log Insertion", "Log Modification", and "Log Deletion", select either "All Fields" or "Some Fields"
- "All Fields" is the safest option to catch every possible change, and Cavallo will log all changes made to all fields on the object.
- If you'd like to limit what is logged, either to limit what is shown in the activity log, or to preserve storage space, selecting "Some Fields" is another option.
- If "Some Fields" is selected, which fields are logged can be set by hitting the "..." button next to the selected option.
- At minimum, "Doc Type", "DC User ID", and "DC User Change Time" should be enabled for all options
- Any other fields that are desired to be logged can be enabled. It's recommended to enable the same fields for Insertion, Modification, and Deletion for maximum consistency.