Versioning

This article will explain how you can implement this feature for use on your SmartSimple system.

Overview

Versioning allows for the easy management of changes that occurs regularly in forms and applications resulting in smarter forms and applications. Versioning accomplishes this by allowing users to create multiple versions of applications and forms. Before Versioning making and testing changes to applications and form could require a lot of work, to ensure a smooth transitions many organizations deploy whole testing environments allowing them the ability to launch new applications and forms, and test them before promoting these changes to the live production environment.

Getting Started and Taking a Snapshot

Versioning works by capturing all of the underlying fields that makes up an application or form, we call this total set of fields the baseline. This baseline set of fields contains all of the fields in all application and form versions. The first step in using Versioning is to create a new version, give the version a name and description, select the Application Name and Entity that contains the field-set, and taking a snapshot which creates the baseline. Follow the details steps below to create the baseine.

Create a new version

1. Under the Configuration menu click on Global Settings
2. Under the System Configuration section, click on 'SmartVersioning
3. Click on the "+" icon to create a new version.
4. The New Version window is displayed.
5. Give the Version a Name and Description, when done click Save.

Take an Snapshot/creating a baseline

1. Select the Application Name (from dropdown) and the Entity Level (from dropdown) that make up the field set that you wish to capture.
2. Click Save.

Note: You may want to capture fields-sets from the Level 1 and the Level 2.

View the current version

To see which version is the current version and to change the current active version follow the steps below (repeat for Level 2 if necessary):

1. Visit the UTA Level 1, under the UTA Properties section look for the Current Version field.
2. The current version is displayed.

To change the current version, click on the dropdown menu and select the new current version you would like to activate, then click the "Activate" button.

Creating a level one version

Go to your UTA Go to the configuration settings (gear icon) Go to level one tab

Also See

Versioning compared to T2P

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