Configuring Auditing

Forms Audit Trail records events that take place in Laserfiche Forms, enabling you to view those events as part of a report. Laserfiche Forms sends the audit events to Laserfiche Audit Trail for archiving and reporting.

To configure auditing for a Laserfiche Forms Server, you must have Laserfiche Audit Trail available and have configured the default audit log folder for Audit Trail to receive audit logs from Laserfiche Forms server through the Laserfiche Audit Trail Configuration site. Click here to learn about Laserfiche Audit Trail.

For the Laserfiche Forms Server, you need to enable audit logging from the Forms Configuration site and configure the Laserfiche Audit Trail Server.

You can configure which events will be logged. Events are grouped into event classes. Forms Audit Trail Starter edition only supports four event classes: Session, Process, Instance and Report. Only the successful attempts of the events will be logged. The Advanced Audit Trail edition provides access to additional classes, expands the Process and Report event classes, and provides auditing of failure events caused by permission issues.

Note: The Starter and Advanced editions of Forms Audit Trail will be available for Laserfiche Forms Server with Forms Professional licenses and will not be available for Laserfiche Forms Server with Forms Essentials licenses.

Show me the auditing configuration tab

To Enable Forms Auditing

1. Click the checkbox for Enable audit logging.
2. Enter the URL for the Laserfiche Audit Trail server that will receive the audit log entries.
3. [Optional] By default, Use TLS connection will be checked. Uncheck only if TLS will not be used to secure the connection with the Laserfiche Audit Trail server.
4. [Optional] Adjust which events will be logged. Forms specific events are listed below. Event descriptions are available under the Audit Trail Event Logging section.
5. [Optional] Laserfiche Forms 11 Update 5 and later: Change the Forms Audit Log Folder if required. Once the configuration is saved, the logs will be moved to the new path, and the old logs will be deleted.

   Note: The Windows IIS User needs full read/write permissions on the desired path to change the log folder location.

Backing Up Audit Data

The full path of the audit log folder for a Forms audit source is available on the Laserfiche Audit Trail Configuration site as well as displayed here. Back up audit log files as part of your standard backup procedure to prevent loss of audit data.

Audit Events

The following events are available for tracking in Laserfiche Audit Trail. All are selected by default when Forms Auditing is turned on.

Account events

Event	Description	Advanced Audit Trail	Track failures
Add Participant	Tracks when a participant user is added.	Yes	Yes
Change Account Role	Tracks when a named user's role is changed.	Yes	Yes
Change Participant License	Tracks when a participant's license is changed.	Yes	Yes
Change Participant Settings	Tracks when a participant's account settings are changed.	Yes	Yes
Configure LDAP Server Profile	Tracks when Form's LDAP server profile is changed.	Yes	Yes
Delete LDAP Server Profile	Tracks when Form's LDAP server profile is deleted.	Yes	Yes
Delete Named User	Tracks when a named user is deleted in Forms.	Yes	Yes
Delete Participant	Tracks when a participant user is deleted in Forms.	Yes	Yes
Trigger User Synchronization	Tracks when a manual account synchronization is triggered.	Yes	Yes

Configuration events

Event	Description	Advanced Audit Trail	Track failures
Change Advanced Options	Tracks when Forms advanced options are changed.	Yes	No
Change Auditing Settings	Tracks when Forms auditing settings are changed.	Yes	No
Change Diagnostic Settings	Tracks when Forms diagnostics settings are changed.	Yes	No
Change Email Settings	Tracks when Forms email settings are changed.	Yes	No
Change Email Templates	Tracks when Forms email templates are changed.	Yes	No
Change Forms Server Settings	Tracks when Forms server settings are changed.	Yes	No
Change Laserfiche Settings	Tracks when Laserfiche integration settings are changed.	Yes	No
Change Notification Service Settigns	Tracks when Forms notification settings are changed.	Yes	No
Change Single-click ReCAPTCHA Settings	Tracks when Forms single-click reCAPTCHA settings are changed.	Yes	No
Change User Authentication Settings	Tracks when Forms user authentication settings are changed.	Yes	No
Migrate Participant	Tracks when migrating participant operation is triggered.	Yes	No
Update Database	Tracks when Forms database is updated.	Yes	No

Data Maintenance events

Event	Description	Advanced Audit Trail	Track failures
Change Data Maintenance Settings	Tracks when data maintenance settings are changed.	Yes	Yes

Data Source events

Event	Description	Advanced Audit Trail	Track failures
Add Data Source Access Rights	Tracks when a user or group is granted access to specific data source.	Yes	Yes
Add or Remove Offline Lookup Tables	Tracks when offline lookup tables are added or removed from data source.	Yes	Yes
Add or Remove Processes	Tracks when processes are added or removed from data source.	Yes	Yes
Change Data Source	Tracks when data source settings are changed.	Yes	Yes
Create Data Source	Tracks when new data source is created.	Yes	Yes
Delete Data Source	Tracks when data source is deleted.	Yes	Yes
Remove Data Source Access Rights	Tracks when user or group's access right is revoked for data source.	Yes	Yes

Instance events

Event	Description	Advanced Audit Trail	Track failures
Complete User Task	Tracks when a user task is completed after user submit the form.	No	Yes
Delete Draft	Tracks when a saved draft for a start event or a user task is deleted.	No	Yes
Delete Instance	Tracks when an instance of a process is deleted.	No	Yes
Download Instances List	Tracks when instances list of a process is downloaded from Monitor page.	No	Yes
Download Tasks List	Tracks when tasks list of a process is downloaded from Monitor page.	No	Yes
Edit Task Due Date	Tracks when due date of a user task is changed.	No	Yes
Edit Task Priority	Tracks when priority of a user task is changed.	No	Yes
Interrupt Step	Tracks when a step in an instance is interrupted manually.	No	Yes
Reassign Task	Tracks when a user task is reassigned.	No	Yes
Restart Step	Tracks when a step is restarted.	No	Yes
Retry Step	Tracks when a step in an instance is retried manually.	No	Yes
Save Draft	Tracks when a draft for a start event or user task is saved.	No	Yes
Skip Step	Tracks when a step in an instance is skipped manually.	No	Yes
Start Instance	Tracks when an instance is started after user submit the starting form or run the process. No event will be tracked when instance is started by timer start event or workflow.	No	Yes
Stop Instance	Tracks when an instance is stopped manually.	No	Yes
Update Draft Email	Tracks when the email address for a saved public draft is changed.	No	Yes
Update Variable Value	Tracks when the variables values of an instance is updated manually.	No	Yes
View Draft	Tracks when a saved public draft content is viewed by process admin.	No	Yes
View Drafts List	Tracks when drafts list is viewed by process admin.	No	Yes
View Instance Details	Tracks when the details of an instance is viewed, including view from Monitor page, custom report drill down list and insights reports drill down list.	No	Yes
View Instances List	Tracks when the instances list is viewed from Monitor page.	No	Yes
View Task	Tracks when a user task content is viewed.	No	Yes
View Tasks List	Tracks when the tasks list is viewed from Monitor page.	No	Yes

Landing Filter events

Event	Description	Advanced Audit Trail	Track failures
Copy Landing Filter	Tracks when a landing filter is copied.	Yes	Yes
Create Landing Filter	Tracks when a landing filter is created.	Yes	Yes
Delete Landing Filter	Tracks when a landing filter is deleted.	Yes	Yes
Modify Landing Filter	Tracks when a landing filter configuration is changed.	Yes	Yes

Payment events

Event	Description	Advanced Audit Trail	Track failures
Add Payment Gateway	Tracks when a payment gateway is created.	Yes	No
Change Payment Gateway	Tracks when a payment gateway configuration is changed.	Yes	No
Delete Payment Gateway	Tracks when a payment gateway is deleted.	Yes	No

Process events

Event	Description	Advanced Audit Trail	Track failures
Add Custom Theme	Tracks when a custom theme is created.	No	Yes
Add Process Access Rights	Tracks when user/group is granted access to process.	Yes	Yes
Add Theme Image	Tracks when an image is added when customize form theme.	No	Yes
Change File Storage Location	Tracks when the file storage location for a process is changed.	No	Yes
Change Form	Tracks when any part of a form is changed. It will not distinguish which part of the form is changed.	No	Yes
Change Process Access Rights	Tracks when user/groups' access right role for process is changed.	Yes	Yes
Change Process Access Rights Settings	Tracks when process's access rights settings are changed.	Yes	Yes
Change Process Diagram	Tracks when the process diagram of a process is changed.	No	Yes
Change Process Error Messages	Tracks when the process error message of a process is changed either by modifying the process error messages or by uploading process error messages definition.	No	Yes
Change Process Name and Description	Tracks when the name or description of a process is changed.	No	Yes
Change Process Options	Tracks when the process options of a process is changed, except change file storage location.	No	Yes
Change Process Status	Tracks when process status is changed.	No	Yes
Change Process Variables	Tracks when process variables is changed from classic form designer, including rename variable, delete variable and change data maintenance for file upload variable.	No	Yes
Change Variable Data Maintenance Settings	Tracks when data maintenance setting for a file upload variable is changed from Variable Management page.	No	Yes
Convert Form	Tracks when a classic form is converted to a new form.	No	Yes
Copy Form	Tracks when a form is copied.	No	Yes
Copy Process	Tracks when a process is copied. For each form and custom report created when copy process, there will be corresponding "Create Form" and "Create Custom Report" event recorded. For user/group that granted access to custom report when copy process, there will be corresponding "Add Report Access Rights" events recorded.	No	Yes
Create form	Tracks when a form is created	No	Yes
Create Process	Tracks when a process is created from Blank Process,Form Submission or Form Approval template. For form created when create process, there will be corresponding "Create Form" event recorded.	No	Yes
Create Process With Solution Template	Tracks when a process is created by importing solution template. For each form and custom report created when create process with solution template, there will be corresponding "Create Form" and "Create Custom Report" event recorded.	No	Yes
Delete Custom Theme	Tracks when a custom them is deleted.	No	Yes
Delete Form	Tracks when a form is deleted.	No	Yes
Delete Process	Tracks when a process is deleted. For each form, custom report and report schedule that are deleted when delete the process, there will be corresponding "Delete Form","Delete Custom Report" and "Delete Report Schedule" event recorded.	No	Yes
Delete Theme Image	Tracks when an image is deleted when customize form theme.	No	Yes
Delete Variable	Tracks when a process variable is deleted from Variable Management page.	No	Yes
Download Process	Tracks when a process is downloaded.	No	Yes
Download Process Diagram	Tracks when process diagram of a process is downloaded.	No	Yes
Download Process Error Messages	Tracks when the process error messages definition of a process is downloaded.	No	Yes
Overwrite Custom Theme	Tracks when a custom theme is overwritten.	No	Yes
Remove Process Access Rights	Tracks when user/group's access right for process is revoked.	Yes	Yes
Rename Variable	Tracks when a process variable name is changed from Variable Management page.	No	Yes
Upload Process	Tracks when a process is created or an existing process is overwritten by uploading a process definition file. For each form and custom report created when upload process, there will be corresponding "Create Form" and "Create Custom Report" event recorded. When overwrite existing process, it will delete the existing forms then create new forms, there will be corresponding "Delete Form" and "Create Form" event recorded. For user/group that granted access to custom report when upload process, there will be corresponding "Add Report Access Rights" events recorded.	No	Yes

Report events

Event	Description	Advanced Audit Trail	Track failures
Add Process Overview Report Access Rights	Tracks when user/group is granted access for process overview.	Yes	Yes
Add Report Access Rights	Tracks when user/group is granted access for custom report.	Yes	Yes
Add Report Schedule Snapshots Access Rights	Tracks when user/group's access right for snapshots generated by report schedule is added.	Yes	Yes
Add Snapshot Access Rights	Tracks when user/group's access right for snapshot is added.	Yes	Yes
Change Custom Report	Tracks when settings of a custom report is changed. If only the visible to setting is changed, it will not be tracked. For user/group that granted/revoked access to custom report when change custom report, there will be corresponding "Add Report Access Rights" and "Remove Report Access Rights" events recorded.	No	Yes
Change Report Schedule	Tracks when report schedule settings are changed. For user/group that granted/revoked access to custom report schedule when change report schedule, there will be corresponding "Add Report Schedule Snapshots Access Rights" and "Remove Report Schedule Snapshots Access Rights" events recorded.	No	Yes
Copy Custom Report	Tracks when a custom report is copied. For user/group that granted access to custom report when copy custom report, there will be corresponding "Add Report Access Rights" events recorded.	No	Yes
Create Custom Report	Tracks when a custom report is created. For user/group that granted access to custom report when create custom report, there will be corresponding "Add Report Access Rights" events recorded.	No	Yes
Create Report Schedule	Tracks when a report schedule is created. For user/group that granted access to report schedule when create report schedule, there will be corresponding "Add Report Schedule Snapshots Access Rights" events recorded.	No	Yes
Create Snapshot	Tracks when a user saves snapshot for a custom report. For user/group that granted/revoked access to snapshot when create snapshot, there will be corresponding "Add Snapshot Access Rights" and "Remove Snapshot Access Rights" events recorded.	No	Yes
Delete Custom Report	Tracks when a custom report is deleted.	No	Yes
Delete Report Schedule	Tracks when a report schedule is deleted.	No	Yes
Delete Snapshot	Tracks when a saved snapshot is deleted.	No	Yes
Download Custom Report	Tracks when a user downloads custom report.	No	Yes
Download Custom Report Drilldown	Tracks when a user downloads the drilldown instances list of a custom report.	No	Yes
Download Insights Report Instances	Tracks when a user downloads the drilldown instances list of a insights report.	No	Yes
Download Insights Report Tasks	Tracks when a user downloads the drilldown tasks list of a insights report.	No	Yes
Download Process Overview Report	Tracks when a user downloads process overview report.	No	Yes
Download Snapshot	Tracks when a saved snapshot is downloaded.	No	Yes
Remove Process Overview Report Access Rights	Tracks when user/group's access right for process overview is revoked.	Yes	Yes
Remove Report Access Rights	Tracks when user/group's access right for custom report is revoked.	Yes	Yes
Remove Report Schedule Snapshots Access Rights	Tracks when user/group's access right for snapshots generated by report schedule is revoked.	Yes	Yes
Remove Snapshot Access Rights	Tracks when user/group's access right for snapshot is revoked.	Yes	Yes
Rename Snapshot	Tracks when a saved snapshot is renamed.	No	Yes
View Custom Report	Tracks when a user views custom report. View the drill down instances list will be tracked as View Custom Report Drilldown.	No	Yes
View Custom Report Drilldown	Tracks when a user views the drilldown instances list of a custom report.	No	Yes
View Insights Report	Tracks when a user views insights reports including Process Overview Report, Performance Report, Task Loads Report and Workload Report.	No	Yes
View Insights Report Instances	Tracks when a user views a drilldown instances list of insights reports including Process Overview Report, Performance Report, Task Loads Report and Workload Report.	No	Yes
View Insights Report Tasks	Tracks when a user views a drilldown tasks list of insights reports including Process Overview Report, Performance Report, Task Loads Report and Workload Report.	No	Yes
View Snapshot	Tracks when a saved snapshot is viewed.	No	Yes

Session events

Event	Description	Advanced Audit Trail	Track failures
Sign In	Tracks when a user signs in Forms site.	No	Yes
Sign Out	Tracks when a user signs out Forms site.	No	No

Team events

Event	Description	Advanced Audit Trail	Track failures
Add Team Member	Tracks when a team member is added. For team roles created when add team member, there will be corresponding "Add Team Role" events recorded.	Yes	Yes
Add Team Role	Tracks when a team role is added. For team members that are assigned the created role, there will be corresponding "Modify Team Member Roles" events recorded.	Yes	Yes
Change Team Options	Tracks when team options are changed.	Yes	Yes
Change Team Role	Tracks when a team role is changed. For existing team members who has the changed role, there will be corresponding "Modify Team Member Roles" events recorded.	Yes	Yes
Create Team	Tracks when a team is created. For team roles and team members created when create team, there will be corresponding "Add Team Role" and "Add Team Member" events recorded.	Yes	Yes
Delete Team	Tracks when a team is deleted.	Yes	Yes
Delete Team Role	Tracks when a team role is deleted. For existing team members who has the deleted role, there will be corresponding "Modify Team Member Roles" events recorded.	Yes	Yes
Export Team	Tracks when a team definition is exported.	Yes	Yes
Import Team	Tracks when a team is imported to Forms. For each team role and team member created when import team, there will be corresponding "Add Team Role" and "Add Team Member" events recorded.	Yes	Yes
Modify Team Member Roles	Tracks when roles of a team member are changed.	Yes	Yes
Remove Team Member	Tracks when a user/group is removed from team.	Yes	Yes
Trigger Synchronize Group Members	Tracks when a manual group member synchronization is triggered.	Yes	Yes

Volume events

Event	Description	Advanced Audit Trail	Track failures
Add Volume	Tracks when a volume is added.	Yes	No
Add Volume Access Rights	Tracks when user/group is granted access to volume.	Yes	Yes
Change Volume	Tracks when a volume is changed.	Yes	No
Delete Volume	Tracks when a volume is deleted.	Yes	No
Remove Volume Access Rights	Tracks when user/group's access is revoked for volume.	Yes	Yes

Additional Information

Note: If the Forms audit source is deleted from Laserfiche Audit Trail, you can re-register the audit source in the Forms Configuration site. The audit logs and saved reports will not be automatically deleted when the audit source is deleted, so you will be able to view them after re-registering the audit source.

Repository Audit Events Descriptions are available here.

To backup your audit data, read this page.