How to use IFTTT macro in ConfiForms for Audits

[PublicTheory]

Hello everyone,

I am completely new to working with ConfiForms. Tbh I even just started out working with Confluence. I do not have access to any source code so I am trying to achieve my goal just with the macros in Confluence themselves.

Background: I created a template asking for all the relevant information of certain applications and I want the respective owners of these applications to fill out these confiforms accordingly. The results are then displayed on a separate page and serve as our documentation for upcoming audits. The results always show the latest info provided by the filled out forms. So far so good

My problem:  What if someone fills out the form again because of some recent changes in the application? The result page would update but how do I show these recent changes to an auditor? So that he or she can see the outdated AND the updated information. Of course, you could just change the limit of shown results but I was told that would not be sufficient. When you change a confluence page and compare it with an older version you see for example what was deleted, what was added and what was changed.

My goal: Maybe a third page showing only the changes but how do I do that? I searched vertuna articles and several posts as well as guides on the internet and what I found was:

1. people mostly use IFTTT macros for that but I tried that and dont see anything changing for my template page nor the result page (screenshot for an IFTTT macro below)

2. IFTTT has an action called "audit" which got my hopes up until I saw posts regarding that function not being supported any longer and people creating audit rules by using several IFTTT macros for example with "hasChanged():true"

My question: Can someone please explain in a bit more detail how IFTTT should be set up and where the results of it can be expected to be seen? Or can it be that for some reason the macro is disabled which is why I dont see any effects of it?

Additional Info: 

- IFTTT macro (from the picture) is inside ConfiForms Form Definition Body on Template page

- Parameters to set on the entry: originalRecordId=[entry.id]&AppEnv=[entry.AppEnv]&AppEnv2=[entry.AppEnv2]&myuser=[entry.myuser]

- Template page has several forms and result page only tableview and cardview forms

Sorry for the novel but I hope someone can help

[Alex Medved _ConfiForms_ · Accepted solution]

Hi @PublicTheory 

The easiest way would be to use this IFTTT action (certainly it is not deprecated) - https://wiki.vertuna.com/display/CONFIFORMS/Using+new+Audit+IFTTT+action

But if you want more control over the data you store and the location of it then you can take the approach you did

Alex

[PublicTheory]

Hi Alex,

thank you for your quick reply,

Good to know that the function should still work and that my alternative approach is not entirely wrong but my issue remains the same. Even with or without the IFTTT macro I don't see any changes anywhere when filling out the form again and clicking on "save" - shouldn't there be something? Anything? Anywhere? To see that the IFTTT macro did the action. My template page and result page still look the same. If I did the IFTTT macro right, where can I see the action it should've triggered?

[PublicTheory]

I also already tried the audit function but I dont see any records triggered by the IFTTT macro anywhere.

Like I said, whether the macro is inserted or not seems to not change anything in my current pages :-(

[Alex Medved _ConfiForms_]

Do you have a form configured that has the fields that you want to store (and pass from the original form)?

[PublicTheory]

I only have a cardview or tableview form on the results page that shows the entries from my template page:

Is that what I'm doing wrong? Is there something else that I need to place there in order for the IFTTT macro to store its actions?

[Alex Medved _ConfiForms_]

But you want to store the history, right? Into some form that you want to use as an audit source, correct?

something what we show here https://wiki.vertuna.com/pages/viewpage.action?pageId=5341742 maybe

[PublicTheory]

Hey Alex,

again, thank you for the link but I believe I'm missing something else here to make it work the way it should. Probably because I didnt find a very good How To guide on setting up IFTTT macros.

What all these guides cover is where to put the macros and what they should look like. This is what I tried to copy more or less. But when I run a test for example, the IFTTT does not seem to be triggered in any case.

Maybe it helps when I try to sketch what I have:

> Template Page with:

1. Confiforms (Form View) Registrations Control Body (form name: AppEnvironment)
a. User Name
b. Date
c. Application Name
d. Application Version Number
e. App Environment

2. Confiforms Form Definition Body (form name: AppEnvironment)
a. User Name definition
b. Date definition
c. Application Name definition
d. Application Version Number definition
e. App Environment definition
f. IFTTT Macro - onCreated - Action: Audit (the macro body is empty though)

> Result Page with:

1. Confiforms CardView (form name: AppEnvironment) - body is empty

And thats all I have - I just have the feeling I'm missing something crucial here that would explain why I dont see any "audit" related actions from the IFTTT macro. But where?

What a complete noob like me would need is a step by step guide how to make it work and what prerequisites are needed and so on.

Sorry if I'm asking too much here but I really want to make this work because I think that ConfiForms with all its functions is the best way to provide what audits require.

[PublicTheory]

On Vertuna it says:

Automatic audit for your form. Audit form with <form_name>_log is created for you automatically, with a field referencing your <form_name>

If I understand it right there should be some Audit form AppEnvironment_log being created automatically - the question is where? 

[PublicTheory]

I am trying to get something like this:

https://wiki.vertuna.com/display/CONFIFORMS/Using+new+Audit+IFTTT+action

I just dont know what I need to do in order to get a similar view :-( 

[Alex Medved _ConfiForms_]

Hi

The form AppEnvironment_log is created for you automatically and accessible in the same page where the AppEnvironment form itself

Just create a view (TableView for example) over the AppEnvironment_log form (set the form name parameter to AppEnvironment_log ) and that's it

Alex

[PublicTheory]

Hey Alex,

thank you for your efforts, your time and your support.

I figured out that I had to create this AppEnvironment_log form myself to get to see the IFTTT results. At least thats what did the trick for me in the end. 

Unfortunately no _log form has been created automatically, not in the same page and not on the subpage referencing its parent. I still do not know why but as long as the outcome now pleases our auditors, I'm completely fine with the way it is.

But I want to thank you again for sharing your wisdom with all of us and trying to solve our problems - you are doing an amazing job - please keep at it. I'd love to get your insights again in the future if similar situations may require it.

Wishing you all the best

Lisa

[Alex Medved _ConfiForms_]

The log form is created virtually and automatically

You dont have to create it, neither you can create a form like that

Do you mean that you have created a TableView over that form?