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Versioning

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{| class="wikitable"|{Banner-UnderConstruction}}||[[Image:How.png|link=|50px]]||This article will explain '''how''' you can implement this feature for use on your SmartSimple system.|}

==<br />Overview==

'''Versioning '''(also referred to as '''SmartVersioning''') is a [[SmartSimple]] function that allows you to make concurrent versions of applications and forms while using a common set of underlying [[Custom Fields – General Information|fields]]. 

:: [[File:Smartversioning.png|800px|border]]

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]]

 5. The New Version form will be displayed. Fill out the fields of this form.

:: [[File:New version form.png|600px|border]]

{| class="wikitable"

|-

||'''Version ID'''

||This will be automatically generated by the system.

|-

||'''Name'''

||Give your version an appropriate name.

|-

||'''Description'''

||Provide your version with an appropriate description.

|-

||'''Condition'''

||Set any conditions based on [[SSLogic]] if applicable.

|}

* You must fill out at least the '''Name '''and '''Description '''fields to save a new version. 

* 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)'''. 

==Getting Started and Taking a Snapshot/Creating a Baseline==Versioning works by first capturing all of the underlying fields that makes up an application or form6. We call this total set of fields the '''"baseline"'''. The baseline set of fields contains all fields in all application and form versions. The first step in using Versioning is to create a new version. This process includes giving the version a name and descriptionWhen done, 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 details steps below to create the baseline. ===Create a new Version===: 3. Click on the '''"+"''' icon to create a new version.:: [[Image:new_version_button.png|link:]]  : 4. The '''New Version''' window is displayed.:: [[Image:create_a_new_version.png|500px|link:]]  : 5. Give the Version a Name and Description, when done click the '''Save'''.'''Note:Save ''' Naming versions with clear and appropriate titles and descriptions will great assistance when using Versioning. Clearly name the baseline version so that it is differentiated from the future versions (ex. Baseline General Application). It may be useful to name application and form versions based on their period name (ex. 2016 Q1 General Application)button.  

===Take a Snapshot/Create a baseline===

: 3. From the Version dropdown option, select the version you with to view.

[[Image:Viewing_changes_to_version.png|800px|link:]]

 

: 4. Click '''Set'''

 

 

: '''Note:''' Toggling between different versions from this page will allow you to easily flip between the existing form and your modified version.

 

 

 

==Activating a new Version==

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Emmy Fu

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