2,299
edits
Changes
no edit summary
|-
||'''Condition'''
||If applicable, write insert in any conditions for the new version. See [[SSLogicVersioning#Conditional Versioning]] conditions for this new versionmore information.
|}
* You must fill out at least the '''Name '''and '''Description '''fields to save a new version
5. Select ''at least one ''custom field for which you want to apply its updated modifications to an older version.
<pre> If a field is not selected, then the Copy to Older Version function will not show up. </pre>
6. Click the '''Copy to Older Version '''option which looks like a '''two page icon '''on the top row of buttons.
:: [[File:Smartversion copy to older versions.png|350px|border]]
7. A modal window that allows you to choose which version you want to apply this updated field to will appear.
:: [[File:Smartversion copy to other versions.png|650px|border]]
{| class="wikitable"
|-
|}
8. Click the '''Submit '''button..<br /><br />If the field already exists on the selected versions then updates The modal window will only occur if users select the refresh and provide a confirmation message of '''UpdateCompleted ''' option from if the '''If field already existswas successfully updated to the older version(s). ===Viewing Changes to the Application/Form===The changes that have been made to a version view can be viewed by opening the application or form and selecting the appropriate form document. 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 ''' settingApplications. If users leave it as '''Ignore''' then the changes will not be applied.
:: [[File:Smartversion choose version.png|400px|border]] Toggling between the different versions will allow you to easily flip between the existing form, and your modified version so that you can keep track of what the changes will employ from an applicant perspective. ===Activating a New Version===Viewing changes 1. Navigate to the Application/Form==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. 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 changes that have levels go in sequential order - the first tab after the '''General '''tab represents the Level 1 Entity and so on. 4. Under the subheading '''Features and Options, '''locate the '''Current Version field.''' 5. Click into the drop-down list of available versions and select the version you wish to make active for your UTA. 6. Click on the '''Activate '''button to the right of this field. 7. A confirmation message will appear - click '''Yes. ''' :: [[File:Smartversion activate confirmation.png|300px|border]] 8. Once the version has been made activated, another confirmation message will appear to a version view can be viewed by opening state that the activation has been successful. Click '''OK.''' :: [[File:Smartversion successful activation.png|200px|border]] '''Note: '''Once an application or form and selecting is made active, all new submissions that are completed will be associated with the appropriate form documentcurrent version - however, past submissions retain their original version information.
To update many different applications and forms to a new version, first start by creating the new version, then use the batch update feature to update as many applications and forms as desired.
:: [[Image:Batch_update_version_checkmark.png|600px|link:]]
:: 3. Click on the '''Batch Update''' icon
