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Versioning

197 bytes added, 18:50, 28 June 2019

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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: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]]

:: {| class="wikitable"<br />|-<br />||'''Version ID'''<br />>||This will be automatically filled out.|-<br />||'''Name'''<br />>||Provide a '''Name '''for your new version.|-<br />||'''Description'''<br />>||Provide descriptive details for your new reason.|-<br />||'''Condition'''<br />||Provide [[SSLogic ]] conditions if they are applicable.<br />>|}<br />* You must fill out at least the '''Name Tip: '''Naming versions with ''and clear ''and 'Description 'appropriate ''fields to save a new version. <br />* Naming versions with clear and appropriate titles and descriptions will be of great assistance - clearly for further maintenance of your system. Clearly name the baseline version so that it is differentiated from the future version. For - for example, by labelling it '''''Baseline '' General Application '''rather than simply '''General Application. '''It may also be very useful to name the application and form versions based on their period name- for example, as well (ex: '''2016 Q1 General Application). '''.  6. When you are donefilling out the information fields, click the '''Save '''button. 

===Creating a Baseline===

:: [[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. 

* '''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.

 

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Emmy Fu

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