In this section, users can create, edit, and delete the audit relations displayed in the Audit Related To dropdown. This dropdown is found in the New Audit Definition form.

Defining Audit Relations

  1. Inline Add: This button allows users to add a new audit relation.
    • Title: This is a text field that allows users to input the title(s) of the audit relation (in English [default], Arabic, German, or French).
    • Active: This is a checkbox which, if enabled, allows for the audit relation to be displayed in the Audit Related To dropdown.
      • This checkbox is automatically enabled whenever a new audit relation is added; however, if users do not want the audit relation to be displayed, they can still manually deselect the checkbox.
    • Save: This button allows users to save the audit relation.
    • Cancel: This button allows users to cancel the audit relation.
  2. Inline Edit: This button allows users to edit an existing audit relation.
    • To edit inline, select the audit relation that you want to edit from the grid and click on the Inline Edit button.
    • All the Inline Add fields will reappear and users can make, save, or cancel changes as desired.
  3. Delete: This button allows users to delete an audit relation (see first instance for more details on this function).
  4. Export to Excel: This button allows users to export selected columns from the grid to Excel.
  5. Excel Template: This button allows users to generate an Excel template of the grid.
  6. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.

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