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How to know who added Child record to a project hierarchy

  • 1.  How to know who added Child record to a project hierarchy

    Posted 03-15-2017 02:51 PM

    Hi All,

     

    Suppose if a user added a record B1 as a child for a Project A1 in the Hierarchy tab, Is there any chance of knowing who did that change?

    Can we find that in Audit trail?

     

    Please help me out in this.

     

    Thanks,

    Santosh



  • 2.  Re: How to know who added Child record to a project hierarchy

    Posted 03-15-2017 04:06 PM

    That should create a record in INV_HIERARCHIES and I should look at created_date and created_by.



  • 3.  Re: How to know who added Child record to a project hierarchy

    Posted 03-16-2017 10:38 AM

    We had a similar requirement to track changes in which projects are in a program. Solved this by turning on auditing against the Investment Rollup object (auditing columns Child Id and Parent Id) and then created a portlet against the program which queries the audit records



  • 4.  Re: How to know who added Child record to a project hierarchy

    Posted 03-15-2017 04:41 PM

    yep, or the associated subproject or task record. Don't think you can see any of that in the application though, have to look at the database.