How to Set Up Field Monitoring in Business Central

How To Set Up Field Monitoring In Business Central

Gurdeep Bahra

Business Central Consultant|Kerv Digital

Published 06/07/22 under:

Have a question?

Get in touch

One of Kerv Central’s Business Central experts is explaining how to set up field monitoring…

 

Field monitoring can be setup on Business Central (BC) to notify users of changes to specific fields. The functionality adds a layer of security above permissions and sends automatic emails to users when a monitored field’s value is changed.

Please note: automated emailing requires the email feature in BC to be setup.

The easiest way to setup field monitoring in BC is by using the assisted setup guide, use the Tell Me function to search for Assisted Setup and hit Monitor Field Change Setup:

 

Microsoft are speeding up the setup process for loads of areas in BC using the assisted setup page, when you click Monitor Field Change Setup you will be presented with a setup wizard, much like those you used to install Microsoft Office with many years ago! Hit Next on this page:

 

On the next page we get to decide which fields we’d like to setup field monitoring for:

 

Here’s a brief explanation on the different options:

  • Sensitive: Information about a person’s racial or ethnic origin, political opinions, religious beliefs, involvement with trade unions, physical or mental health, sexuality, or details about criminal offenses.
  • Personal: Information that can be used to identify a person, either directly or in combination with other data or information.
  • Company Confidential: Business data that we use for accounting or other business purposes, and do not want to expose to other entities. For example, this might include ledger entries or bank account information.

In this example we will go with the company confidential option – hit Next again

The next step is to assign the user who will receive notifications, and the email address that will receive notifications. Click on the ellipsis (or three dots!) and select the appropriate user and email address for this:

 

 

Nearly there now! Click Next on this page and you’ll be presented with the below page:

 

 

We just need to click Finish here, notice we have left the “View Monitored Fields” slider set to yes, which means when we click Finish we are presented with this page:

 

 

The fields added to this page are based on the selection we made during the setup wizard (personal, sensitive or company confidential) but we can add more fields to the page by simply adding a new record on this table. For fields we wish to be notified about changes, simply select the Notify tick-box as we have done below for the Vendor Bank Account (Table 288) and Bank Account No (Field 14):

 

 

Note – users currently logged in to BC will need to log out and back in for the field monitoring to begin, but from this point forward any changes to the specified fields will result in the specified user and email address being notified!

Below is a sample email which results from the changing of a vendor bank account number:

 

 

We found this a very useful out of the box tool which is easy to setup and very effective when ensuring data integrity.

Related

You might also be interested in

From our world to yours

Life at Kerv as a Head of Customer Success

From our world to yours

How Financial Institutions are Overcoming Regulatory Challenges

From our world to yours

PureGym emerges one of the fittest at this year’s European Contact Centre...

From our world to yours

Migration Services Assured for Genesys PureConnect Contact Centre Customers

From our world to yours

Mobile Voice Recording: Migration, Integration and Monitoring

From our world to yours

Does your existing solution ensure MS Teams eComms Compliance?

From our world to yours

End-to-End Communications and Compliance Guide

From our world to yours

Cost Effective Strategies for Optimising AI Benefits in BPOs

From our world to yours

MCA Selects Kerv Digital for Innovative Microsoft Dynamics 365 Programme

From our world to yours

The Necessity of AI for Business Leaders

From our world to yours

Compliance Cloud: The Comprehensive Managed Recording Solution

From our world to yours

Rapid-WAN: High-Speed, Uninterrupted SD-WAN

From our world to yours

Life at Kerv as a Principal Solutions Consultant

From our world to yours

Four Top Tips for Contact Centre Cost-Cutting in 2024

From our world to yours

Back to Basics: Microsoft Power Platform

From our world to yours

Kerv wins Rising Star Award at the CRN Channel Awards 2023! 

From our world to yours

Guide to optimising your Azure cloud environment

From our world to yours

Bewitching Business with Microsoft Magic

From our world to yours

Retail Revolution: Boosting Connectivity & CX with SD-WAN

From our world to yours

Taking Advantage of Generative AI & Microsoft Copilot – Business Leaders Workshop

From our world to yours

Accelerating Business: The Power of Kerv Rapid-WAN

From our world to yours

How the FCA’s New Consumer Duty Affects Compliance Recording: A Deep Dive...

From our world to yours

The Road to a Green Future: Sustainability for the Transport Industry via...

From our world to yours

Life at Kerv as an Account Manager

From our world to yours

PureGym Solves Peak Demand Challenges with Digital and AI

Have a question?

Leave your details and a member of the team will be in touch to help.

"*" indicates required fields

By pressing send, you agree to our Terms and Conditions and Privacy Policy.
This field is for validation purposes and should be left unchanged.