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Versioning

725 bytes added, 15:12, 4 January 2016
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==Overview==
'''Versioning''' greatly reduces the work required to manage the regular changes that occurs in forms and applications. Versioning accomplishes this by allowing the creation of concurrent versions of applications and forms all using a common set of underlying fields. The result allows for the easy creation, modification, and testing of forms pre-launch. Other benefits include the preservation of past forms values and appearance, allowing admins to view previous form versions in their original format.
Before '''Versioning''' making and testing changes to applications and forms could be cumbersome, and to ensure a smooth transitions many organizations deployed whole testing environments to manage these periodsevents. These environments allowed organizations the ability to build new applications and forms, and thoroughly test them before promoting the changes into the live production environment. Although '''Versioning''' does not eliminate the need for testing environments, organizations who regularly change or update requirements on applications can now manage this process within the '''Versioning''' feature set.
Note: '''Note: Global Administrator''' privileges are required to configure this setting.
==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 form. 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 description, 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 versionVersion===
:5. Give the Version a Name and Description, when done click '''Save'''.
 
'''Note:''' 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).
===Take a Snapshot/Create a baseline===
 
 
Once you've created a new Version, the '''Version Objects''' section is displayed. This section allows you to select the '''Application Name''' and '''Entity''' and take a Snapshot. The snapshot captures all fields contained in the selected form or application to the newly created version. The baseline is also created by taking a snapshot.
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