How to view the values of a certain record at a point in time and be able to report on them
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‎12-08-2024 12:36 PM
have a use case where users want to draft test plans based on the values of the control at certain point in time. they also need to be reportable on in the future.
In Audit -
If I make a test plan today I need to see the values from the control the day I created the test plan so that I can draft the test plan appropriately.
AND when I conduct my reporting on the engagement with this test plan I want to see the values from the control for when the test plan was created.
AND IF I am an auditor when I open the test plan then I can see the values of the control for when the test plan was created (this can be via a report widget or something, it will all be via workspace).
They need to be exportable like a list view into excel.
Can I do this without a custom table or would one maybe be needed to get some snapshots, and if I'm getting a snapshot of the control I feel might as well get the snapshot of the control test and the test plan together and put it on a custom table? or is that too crazy? I feel I see lots of requests for point in time data like this and no clear and clean solution.
any thoughts would be super helpful or some guidance on using a custom table or not.
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‎12-08-2024 12:56 PM
also want to know if custom table would be a okay solution or does this deviate from best practices... there are scenarios where thye might need to edit the values.... and provide justification for the edited values which is why I am leaning custom table but I don twant to suggest something that is bad practice
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‎12-08-2024 01:20 PM
also what about associating it with a catalog item and that catalog item holds the point in time values from the control when the test plan was created?