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Versioning

467 bytes added, 21:42, 29 June 2019
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:: {| class="wikitable"<br />|-<br />'''Version ID'''<br />>-<br />'''Name'''<br />>-<br />'''Description'''<br />>-<br />'''Condition'''<br />SSLogic if applicable.<br />>}<br />* You must fill out at least the '''Name '''and '''Description '''fields to save a new version. <br />* Naming versions with clear and appropriate titles and descriptions will be of great assistance - clearly name the baseline version so that it is differentiated from the future version. For example, '''Baseline General Application. '''It may be useful to name the application and form versions based on their period name, as well (ex: '''2016 Q1 General Application)'''. 
6. When done, click the '''Save '''button. 
===Creating 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: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. 
* '''Note:''' You may want to capture fields-sets from the Level 1, Level 2, and Level 3. In this case you will repeat the steps above and create additional '''Version Objects '''lines to capture any additional objects, activities, or transactions.
==Finding the Current Version==
Having followed the steps from the previous section, you have just enabled Versioning onto your system and created your first snapshot. By default, your '''Current '''is your '''baseline '''version. You can verify the current version used in your system at any time by following the steps below: 
 
1. Navigate to the desired {{UTA}} whose Version you want to confirm. 
==Finding '''Note: '''You can navigate to any UTA by clicking the 9-square menu icon on the top right and clicking on the Current Version==UTA name under the heading '''Applications.''' You have enabled Versioning and created your first snapshot2. By default your Current Version is Click on the baseline versionUTA settings icon - the '''gear icon '''- which will allow you to enter into '''Configuration Mode. ''' :: [[File:Gear icon.png|200px|border]] 3. You can verify Scroll down until the current version at any time by following the steps below:subheading '''Features and Options. '''
: 1. Navigate to the desired UTA: 2. Click on the UTA Settings icon: 3. Click on the Level 1 tab: 4. In the '''UTA Properties''' section locate the Locate the '''Current VersionVersion ''' field.:: [[Image:Current_version.png|link:]]: 5. The current version is displayed.'''Note:''' To change , which will display 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 windowthat UTA.
:: [[File:Smartversion current version.png|500px|border]]
'''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==
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