I. Object-Oriented Overview

1.1 What is Object-Oriented Logging?

• Provides standard PaaS object capabilities for collaborative business processes, addressing complex scenarios where CRM operations integrate with customer workflows.

1.2 How to Identify Object-Oriented Logs

• If the Save Draft button appears when publishing a log, it is object-oriented.

• To request object-oriented conversion, apply for the Log Object-Oriented beta feature to upgrade standard logs.

II. Non-Object-Oriented Logs

2.1 How to Create Logs

Entry Point: Only available in Feeds.

1. In Feeds, click Report at the top—Daily Plan is selected by default.

2. Today’s Summary, Tomorrow’s Plan, and Work Insights support Rich Text 1.0. To upgrade to 2.0, apply for Log Object-Oriented first, then Collaborative Rich Text 2.0.

Note: Log submissions are time-bound (no early or late submissions).
Example: If “Allow Late Submission” is disabled for daily reports, users can only submit on the same day—not retroactively. Early submissions trigger an error: “Early log submission not allowed.”

Feeds - Report

1. Record Types & Layouts: For non-object logs, configure new types or templates in:
   Admin Console > Feeds Management > Log Management > Log Template Management.

Admin Console - Feeds Management - Log Management

For Daily Plan, set default content, mandatory fields, fixed reviewers, and minimum Cc scope for applicable users.

Admin Console - Daily Plan Template

To create custom Record Types, enable Form Settings to design fields.

Admin Console - New Log Template

2.2 How to View Logs

• Data Scope: Users see logs they created or those where they are Cc’d, @mentioned, or assigned as reviewers/recipients.

2.3 How to Delete Logs

• Non-object logs can be deleted within 24 hours if unreviewed. Reviewed logs require admin deletion via Admin Console > Data Maintenance Tools.

• Tip: Check for the Save Draft button to confirm object-oriented status.

III. Object-Oriented Logs

Object-oriented logs support creation in Feeds and Platform Apps (e.g., CRM).

3.1 Feeds Entry

3.1.1 How to Create Logs

Entry Point: In Feeds, click Report and select a Record Type to access its layout.

Steps:
1. Create Record Type: Under Preset Objects > Logs > Record Types, assign it to Roles and layouts. The All Employees role applies company-wide.

New Record Type - Work Report

Assign Record Type to Roles

1. Configure Template: In Log Management, define scope, frequency, and other settings.

Admin Console - Log Template Management

3.1.2 How to View Logs

1. Data Scope: Users see logs they created or those involving them via Cc, @mention, Receipts, or reviews.

2. Layout: Before clicking Show More, the layout follows “Mobile Summary”; after, it uses “Detail Page Layout.”

3. Read Status: Apply for the Log Read Status beta to track views.

Feeds - Log Read Status

3.1.3 How to Edit Logs

• Only creators can edit unreviewed logs.

• For post-review edits, apply for the Editable Reviewed Logs beta.

3.1.4 How to Delete/Void Logs

• Unreviewed logs can be voided; reviewed logs require admin deletion via Admin Console > Recycle Bin.

• Note: Admins with Recycle Bin permissions can restore voided data.

Admin Console - Recycle Bin

3.2 Log Object List & Details

3.2.1 How to Create Logs

Click New on the log list page—layout logic matches the Feeds entry.

CRM - New Log

3.2.2 How to Search Logs

• Filter by time using string values:

  • Daily Plan (e.g., 20240401 for April 1, 2024).

  • Weekly Plan (e.g., 20240404 for the week’s Thursday date).

  • Monthly Plan (e.g., 202404 for April 2024).

CRM - Log Search

3.2.3 How to Filter Logs

• Use Log Start Date for time ranges (log time fields are text-based).

CRM - Log Export with Excel Template

3.2.4 How to Export Logs

• Batch export from the list page. Apply for the Log Export with Template beta to use Excel templates.

CRM - Log Export Options

3.2.5 How to View Logs

• Data Scope: Governed by log object permissions (configurable in admin).

• Functional Permissions: Control New, Edit, and Import via role-based settings.

Data Permissions - Sales Records

Functional Permissions - Sales Records

3.3 Follow-Up Activity Entry

• View-Only: Logs appear here only if linked to CRM data. Permissions derive from Feed rules (@mentions, Cc, receipts) and the parent object’s data permissions.

IV. Log Rules

4.1 Receipt Rules

• Receipts: Add colleagues to confirm log receipt. Apply for the Hide Receipt Field beta (requires object-oriented logs).

4.2 Cc Rules

• Minimum Cc Scope: Admins can set mandatory recipients in Log Management. Users can add but not remove them.

• Hide Cc Field: Apply for the Hide Cc Field beta (affects logs and sales records).

4.3 Reviewer Rules

• Multi-Reviewer: Apply for the Multi-Reviewer Support beta to allow up to 10 reviewers or disable reviews.

• Rating Scale: 1 (Critical) to 5 (Excellent); default is 3. Custom text overrides preset labels.

• Post-Review Edits: Apply for the Editable Reviewed Logs beta to enable edits after review.

• Notifications: Creators receive review alerts via Chats.

Log Management

4.4 Submission Rules

1. Start Time: If “Allow Late Submission” is off, historical logs are blocked.

2. Deadline: Daily logs can set a 24-hour window (e.g., submit by next day).

3. Reminders: Schedule alerts (e.g., “Submit in N hours”) via Chats or CRM.

4. Late Submission: Enable to allow post-deadline logs (marked “Late”).

V. Log Reports

5.1 Log Export

• Export directly from the log list page.

CRM - Log Export

5.2 Log Reporting

### 5.2.1 BI Reports
Steps:
1. Enable Enable Stats in Log Template Management.

Admin Console - Enable Stats

1. In CRM, go to Reports > New Chart, select a Personnel template.

CRM - New Chart

1. Configure dimensions (e.g., Department, Employee Name) and metrics (e.g., On-Time Submissions, Late Submissions).

Chart Configuration

1. Save to set permissions, Export, or Subscribe for automated alerts.

Save Report

5.2.2 Log Query Stats

• Log Admins can use Log Query Stats (apply for beta).

Admin Console - Log Query Stats