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Versioning

617 bytes added, 23:06, 29 June 2019

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:: [[File:Smartversion diff.png|400px|border]]

 

6. A modal window that allows '''Version Comparison '''will appear, showing the custom field settings for two different versions side-by-side.

:: [[File:Smartversion comparison.png|750px|border]]

===Creating a New Field===

Best practice for creating new fields are to add them to the''' baseline''' version first. This makes the new field available to all versions once an update snapshot is taken.

 

1. Navigate to the desired UTA.

 

You can do so by clicking the 9-square menu icon on the top right of your page ({{Icon-Menu}}), and selecting the UTA under the heading '''Applications.'''

 

2. Click on the '''gear icon '''above the UTA name, which will bring you into the UTA settings in '''Configuration Mode.'''

 

:: [[File:Gear icon.png|border]] 

3. Click on the desired tab for {{L1}}, {{L2}}, or {{L3}} entity associated with the UTA. The levels go in sequential order - the first tab after the '''General '''tab represents the Level 1 Entity and so on. 

===Creating a new field===Best practice for creating new fields are to add them to the baseline version first3. This makes the new field available to all versions once an update snapshot is takenClick on the '''Custom Fields '''hyperlink.

:: 1. Navigate to the desired UTA:: 2. Click on the UTA Settings icon:: 3. Click on the appropriate Level 1, 2, or 3:: 4. Click on the '''Custom Fields" link:: 5. Click on the the '''+ ''' icon to add a '''New Fieldicon ''':: 6. Add all fields required on the left hand side to create the new field. For details on creating custom fields click '''[[Creating Custom Fields|here]]'''.===Adding all a new field to existing Version===Add all new field that has been added to the baseline to an existing version by updating the Versions snapshot.

This will update the :: [[File:Create new field-sets that comprise the selected Version and will include any newly added fields added to the baseline since the last snapshot.png|350px|border]] 

See 5. Input all the section above titled: '''Take a Snapshot/Create a baseline''' for fields required to create your new field. For details on taking a snapshotcreating custom fields, see [[Custom Fields – General Information#General Settings|Custom Fields – General Settings]]. 

===Adding All New Fields to an Existing Version ===

If you want to mass update fields to an existing version, you can easily do by updating the '''Version Snapshot. '''This will update the field-sets that comprise the selected Version, and will include any newly added fields added to the '''baseline '''since the last snapshot. 

See [[Versioning#Create a Baseline|Create a Baseline]] for details on how to take a snapshot. 

===Add / update individual fields to Older Version===

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Emmy Fu

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