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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'''||This will be automatically filled out.|<br />>-||<br />'''Name'''||Provide a '''Name '''for your new version.|<br />>-||<br />'''Description'''||Provide descriptive details for your new reason.|<br />>-||<br />'''Condition'''||Provide [[<br />SSLogic]] conditions if they are applicable.|<br />>}<br />* You must fill out at least the '''Tip: Name '''Naming versions with and ''clear 'Description 'and ''appropriate ''fields to save a new version. <br />* Naming versions with clear and appropriate titles and descriptions will be of great assistance for further maintenance of your system. Clearly - 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 done filling out the information fields, click the '''Save '''button.
===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]]<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.
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.
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|950px800px|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. Navigate to the desired UTA: 2. Click on the UTA Settings icon: 3. Click on the Level 1 tab: 4. Scroll down to In the subsection '''Features and Options, UTA Properties'''and section locate the the '''Current Version Version'''field.:: [[Image:Current_version.png|link:]]: 5. The current version is displayed.'''Note:''' To change the current version, click on the dropdown menu and select the new version you would like to activate, then click the "Activate" button, and finally click the '''Save''' button at the bottom of the window.
==Custom Fields and Versioning==