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Versioning

644 bytes added, 18:01, 14 July 2019

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===Batch Updating Records to Versions===

To update many different applications and forms to in a new version, first  first start by creating the new version, then use the batch update feature to update as many applications and forms as desired.

1. Navigate to the desired UTA.

:: [[File:Versioning batch update selected 2019.png|700px|border]]

 

3. Click on the '''Batch Update '''icon found on the top right of your page.

:: [[File:Batch update button 2019.png|border]]

 

The Batch Update modal window will appear.

:: [[File:Batch update process 2019.png|400px|border]]

5. Once you are done selecting your batch update options, click the '''Update '''button at the bottom of the modal window. 

5====Custom Batch Update====Next to the Batch Update button is a '''down arrow '''button that allows you to '''Custom Batch Update. '''Options available include making a '''Copy '''of the applications as well as changing the status of the applications. Once you are done selecting your  :: [[File:Custom batch update options2019.png|150px|border]] If you select '''Batch Update Copy, '''a confirmation message will appear to confirm that you want to ''copy ''and trigger the [[Workflows Overview|workflows]] associated with all selected records. If you select the second option (Approved), click ''' '''you will run the '''Batch Update '''button at to change the bottom of status and trigger the modal window[[Workflows Overview|workflows]] associated with all selected records. 

* In this example, a UTA with grants as the Level 1 Entity can be selected and batch '''Approved '''so that each [[Status|status]] of the grants selected changes to approved at once.

:: 3. Click on the '''Batch Update''' icon

:: [[Image:Batch_update_icon.png|link:]]

:: 4. From the '''Update version to:''' drop down field, select the new version

:: 5. Select the '''Batch Update''' button

:: [[Image:Batch_update_window.png|600px|link:]]

==Configuration - Advanced==

===Conditional Versioning===

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Emmy Fu

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