2,299
edits
Changes
no edit summary
<pre> You must be a user with SysAdmin privileges to configure the Versioning setting in your system. </pre>
==Configuration - Essentials=<br />====How Versioning Works==<br />='''Versioning '''works by first capturing all of the underlying fields that make up an application or form - this total set of fields is the '''"baseline." '''The 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" - this process includes giving that version a '''Name, Description, '''selecting the '''Application Name '''and '''Entity '''that contains the field-set, and taking a '''Snapshot '''of the field-set which creates the '''baseline. '''
Follow the steps below to create the baseline.
===Create a New Version==<br />=1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}} <br />2. Under the heading '''Configuration, '''select '''Global Settings.'''
3. Under the heading '''System Configuration, '''click the hyperlink '''SmartVersioning.'''
:: [[File:Smartversioning.png|800px|border]]<br />Any existing versions that have already been created in your system may be listed here. If you want to edit these, simply click the '''pencil icon '''to the left of each version name.
4. To create a new version, click the '''+ icon '''on the top left.
:: [[File:New smartversion.png|800px|border]]<br />5. The New Version form will be displayed. Fill out the fields of this form.
:: [[File:New version form.png|600px|border]]<br />:: {| class="wikitable"<br />|-<br />'''Version ID'''<br />>-<br />'''Name'''<br />>-<br />'''Description'''<br />>-<br />'''Condition'''<br />SSLogic if applicable.<br />>}<br />* You must fill out at least the '''Name '''and '''Description '''fields to save a new version. <br />* Naming versions with clear and appropriate titles and descriptions will be of great assistance - clearly name the baseline version so that it is differentiated from the future version. For example, '''Baseline General Application. '''It may be useful to name the application and form versions based on their period name, as well (ex: '''2016 Q1 General Application)'''.
6. When done, click the '''Save '''button.
===Creating a Baseline==<br />=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]]<br />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.
:: [[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.
:: [[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. '''
* '''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 '''Version Objects '''lines to capture any additional objects, activities, or transactions.