Customizing Audit Files

You can add custom fields to custom metadata to include them in your audit files. To do so, perform the following tasks.

Creating Custom Fields in Accounting

You must create your custom fields in the Transaction or Transaction Line Item objects, or in both.

For more information about creating custom fields, see the Salesforce Help.

Warning:

If you create your custom fields in any object other than Transaction or Transaction Line Item, you won't be able to add them to your Financial Analytics app.

Adding Custom Fields in Business Analytics

Once you have created your custom fields, you must add them to your Financial Analytics app. To do so, reconfigure your app by selecting the new custom fields in questions 4a for the Transaction object or 4b for the Transaction Line Item object, or in both.

For more information about reconfiguring a Business Analytics app, see the Salesforce Help.

Adding Custom Fields to Custom Metadata

To add custom fields to custom metadata:

  1. From Setup, click Custom Code | Custom Metadata Types.
  2. Next to Foundations Configuration Item, click Manage.
  3. Click the name of the audit file you want to configure.
  4. Click Clone.
  5. Increment the Small Data value by one. For example, if the field contains auditfile:DE1, enter auditfile:DE2. This allows you to keep numerous configurations of an audit file which can be used at a later date.
    Note:

    By default, the process for generating documents uses the record with the highest Small Data value.

  6. In the Label field, add the Small Data number increment to the end of the existing label. For example, if the field contains Audit File German Configuration, enter Audit File German Configuration 2. This makes the record easier to identify.
  7. Check the API names of the custom fields in the Financial Transactions dataset of your Financial Analytics app. Ignore the Accounting field API names.
  8. In the Large Data field, edit the required mappings by entering the field labels without spaces, the API names that you checked in the previous step, and the field type following the format below.
      9. Example:

      "name":"RegistrationDate",
      "value":{
      "field":"TransCF_Registration_Date",
      "type":"Date"

  9. Ensure that the Enabled checkbox is selected.
  10. Click Save.
Tip:

Copy the JSON to a text editor with syntax highlighting to edit it more easily.

For more information about the audit file default mappings, see: