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How to Embed Audit History on a Form in Model-Driven App

How to Embed Audit History on a Form in Model-Driven App

This post will explain how you can embed an audit history on the form of a
table using an iFrame control and JavaScript.

If you do not want the users to click multiple times on Related tab
and then Audit History, you can show it on the form directly or under a separate tab by adding an
iFrame control and set the URL of the iFrame using JavaScript.

🛈 Note

Please be aware that the current Audit History is one of the certain legacy UI which is enabled as part of hybrid experience in Unified Interface. When Microsoft implement the Audit History in full Unified Interface experience, you will have to re-implement this functionality.

To add an iFrame to the form, select the External website component in the form designer and set the site URL with a dummy URL. Set the name of the iFrame control as well which will be used in the JavaScript below. (for sample code, “IFRAME_audit” is used as the name of an iFrame)

Embedding the Audit History in the IFrame will require JavaScript to
populate the entity ID and object type code parameters. WebAPI request
will be required to get Object Type Code and the sample JavaScript function below can be called from the
Form OnLoad event or TabStateChange event (if an iFrame is placed on a different tab).

 this.formOnLoad = function (executionContext)  
 {  
   setAuditIframeURL(executionContext);  
 }

 this.setAuditIframeURL = function (executionContext)  
 {  
      let formContext = executionContext.getFormContext();  
      Xrm.Utility.getEntityMetadata(formContext.data.entity.getEntityName()).then(  
      function success(entityMetadata)  
      {  
           if (entityMetadata && entityMetadata.ObjectTypeCode)  
           {  
                let objectTypeCode = entityMetadata.ObjectTypeCode;  
                let auditIFrameUrl = location.protocol + "//" + location.hostname + "/userdefined/areas.aspx?oId=" + formContext.data.entity.getId().replace("{", "").replace("}", "") + "&oType=" + objectTypeCode + "&inlineEdit=1&navItemName=Audit History&pagemode=iframe&rof=true&security=852023&tabSet=areaAudit&theme=Outlook15White";  
                formContext.getControl("IFRAME_audit").setSrc(auditIFrameUrl);  
           }  
      },  
      function (error)  
      {  
           Xrm.Navigation.openAlertDialog(  
           {  
                text: error.message  
           });  
      });  
 }

For some reasons, it shows a bit differently (Filter dropdown and Delete Change History button are not visible), so the users will not be able to filter the audit details by a specific column or delete the entire change history for that particular record from the custom audit iFrame.

One of the commenters, Sanket Kumar, also provided another script to show the OOB “Audit History” tab under by default so that the user has one less click to view Audit History without opening the Related tab.

This is the original form with just a General tab.

The following function can be called from the Form OnLoad event. The purpose of the script is focusing the Audit History tab under the Related navigation menu and focusing back to the previously focus.

 this.formOnLoad = function (executionContext)   
 {   
      showAuditTab(executionContext);   
 }


 this.showAuditTab = function (executionContext)   
 {  
      let formContext = executionContext.getFormContext();   
      const navigations = formContext.ui.navigation.items;  
      const tabs = formContext.ui.tabs;  
      const focusedTab = tabs.get().find(tab => tab.getDisplayState() == 'expanded')  
      navigations.get("navAudit").setFocus(); // set focus on audit history tab  
      focusedTab.setFocus(); // set focus on the original default tab  
 }

By doing so, the Audit History tab is visible by default without clicking the Related tab as if the user manually opened the Audit History tab under Related tab and focus back to the General tab.