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Versioning

1,756 bytes added, 18:05, 14 July 2019
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<pre> To delete an entire Version (not just an individual field), you can only do so when there are no fields attached to it. </pre>
 
The modal window will refresh and provide a confirmation message of '''Update Completed '''if the field was successfully updated to the older version(s). 
<pre> You cannot copy a Version ''into ''a core field-set; it is a unidirectional process. </pre>  
===Viewing Changes to the Application/Form===
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. Open the desired application or form.
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 page 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, in chronological order. 
4. Under the subheading '''Features and Options, '''locate the '''Current Version field.'''
===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.
You can do so by clicking the 9-square menu icon on the top right of your page ({{Icon-Menu}}), and page and selecting the UTA under the heading '''Applications.'''
2. Check the box on the right of each application you want to bulk update.
:: [[ImageFile:Batch_update_version_checkmarkVersioning batch update selected 2019.png|600px700px|link:border]]:: 3. Click on the the '''Batch UpdateUpdate ''' iconfound on the top right of your page. :: [[ImageFile:Batch_update_iconBatch update button 2019.png|link:border]]The Batch Update modal window will appear. 4. On the left side, you are able to select which fields you want to update. As soon as you select a field, its options will appear on the right side. Either select from the '''drop down '''or use the '''binocular icon '''to look up the options that you can choose to batch update the records to for each field.  :: 4[[File:Batch update process 2019.png|400px|border]]5. From the Once you are done selecting your batch update options, click the '''Update '''button at the bottom of the modal window.  ====Custom Batch Update version ====Next to:the Batch Update button is a ''' drop down field, select 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 new versionapplications. :: 5[[File:Custom batch update button 2019.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. Select  If you select the second option (Approved),''' '''you will run the '''Batch UpdateUpdate ''' buttonto change the status and trigger the [[Workflows Overview|workflows]] associated with all selected records. :: [[ImageFile:Batch_update_windowCustom batch update example 2019.png|600px700px|border]]* 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.* When you have successfully updated a record, the [[List View Overview|link:list]]will reload and there will be a pop-up notification at the top of your screen confirming the number of records that have been updated.* Note the '''Approved '''status of the record that was successfully updated. This record will now also appear in the second tab, in the list of '''Approved '''grants.   
==Configuration - Advanced==
===Conditional Versioning===
[[Image: ConditionalVersion2.png|700px]]
===Reporting with Versions Versions===
After more than one Version is created, you can select which Version you would like to include in your [[Reports]] by searching through the versions. 
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[[Category:Versioning]]
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