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Versioning

187 bytes added, 23:10, 29 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: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]]

:: {| class="wikitable"<br />|-<br />||'''Version ID'''<br />>||This number will be autopopulated.|-<br />||'''Name'''<br />>||Provide an appropriate Name for your new version.|-<br />||'''Description'''<br />>||Provide a narrative description of your new version.|-<br />||'''Condition'''<br />||If applicable, write in the [[SSLogic if applicable]] conditions for this new version.<br />>|}<br />* You must fill out at least the '''Name '''and '''Description '''fields to save a new version.* '''Tip: <br />* '''Naming versions with clear and appropriate titles and /descriptions will be of great assistance - . For example, clearly name the baseline the '''baseline '''version so that it is differentiated from the any future versionversions (i.e. For example, '''Baseline General Application. '''). It may also be useful to name follow a standard naming convention, such as naming the application and form versions based on their period name, as well (ex: '''2016 Q1 General Application)''').  

6. When done, click the '''Save '''button. 

 

===Create 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:Create new field.png|350px|border]] 

 

5. Input all the fields required to create your new field. For details on creating custom fields, see [[Custom Fields – General Information#General Settings|Custom Fields – General Settings]]. 

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

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Emmy Fu

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