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Versioning

763 bytes added, 18:33, 28 June 2019

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==Creating a Baseline==

 

Once you have created and '''Saved '''a new version, the page will reload to display the date and time stamp of the creation/modification, the name of the creator/modifier, and the '''Version Objects '''section. Through the '''Version Objects '''section, we will take the snapshot that comprises the baseline field-set for this version.

:: [[File:New forms for smartversioning.png|800px|border]]

1. Click into the '''Select Application '''field - a drop-down list of available {{UTA}}s within the system will appear.

 

:: [[File:Smartversion select apps.png|250px|border]]

 

Pick which application for which you would like to save a version of its fields. 

 

2. After selecting an application, click into the '''Entity '''field which will open a drop-down list of the associated [[Entity|entities]] with that application. All {{L1}}, {{L2}}, and {{L3}} entities will be available. 

 

:: [[File:Smartversion select entity.png|130px|border]]

 

Select the specific entity level of your application to make up the field-set that you wish to capture. 

 

3. Once both the '''Application Name '''and '''Entity '''have been chosen, click the button on the right side: '''Take Snapshot. '''

 

4. A confirmation pop-up message will appear. Click '''Yes.'''

 

:: [[File:Smartversion are you sure.png|500px|border]] 

 

5. After you confirm, the '''Version Objects '''section of the version form will reload and display the time and stamp date of the snapshot. 

:: [[File:Smartversion created.png|800px|border]] 

The details outlined in red comprise the snapshot that you have taken - all the fields that were included with that application and entity level at the time that the snapshot was taken is what makes up the '''baseline. '''

: 1. Select the '''Application Name''', the dropdown list will include all application forms within the system.: 2. Select the '''Entity Level''', this dropdown list will allow the selection of the Level 1, 2, or 3 to make up the field-set that you wish to capture.:: [[Image:Version_objects_entity.png|500px|link:]]: 3. Click the ''''Take Snapshot''''.: 4. Click '''Save'''.: 5. After clicking the Save button, the window will capture the created on and modified by details as well as display the Version Objects fields.:: [[Image:New_version_window_after_save.png|500px|link:]]* '''Note:''' You may want to capture fields-sets from the Level 1, Level 2, and Level 3. In this case you will repeat the steps above and create additional "additional '''Version Objects" line to Objects '''lines to capture any additional objects, activities, or transactions.

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Emmy Fu

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