==Overview==
'''Versioning '''(also referred to as '''SmartVersioning''') is a [[SmartSimple]] function that allows you to make concurrent versions of applications and forms while using a common set of underlying [[Custom Fields – General Information|fields]].
Without needing to change the content of previous versions or requiring a test-to-production environment, Versioning means you have the ability to store multiple versions of the same list of fields in a single location. You can test and use a new version prior to it going live.
Versioning works by starting with a core field-set that contains all fields from all applications, then allows you to choose which fields you want for any new version you're creating. You can add as many fields as you wish for your master '''baseline '''copy. When you're ready to create a new version of an application or form, Versioning takes a '''snapshot '''of your core field-set - that is, a copy of all the custom fields and their respective settings. This is the '''baseline '''that will be used as the starting point of your new version.
'''<u>Benefits of Versioning</u>''':
* Greatly reduces the work required to manage the changes that occur in forms and applications
* Easy creation, modification, and testing of forms prior to going live
* Preservation of past forms' values and appearance, allowing [[Global User Administrator|System Administrators]] to view previous form versions in their original format
<pre> You must be a user with SysAdmin privileges to configure the Versioning setting in your system. </pre>
==Configuration - Essentials==
===How Versioning Works===
'''Versioning '''works by first capturing all of the underlying fields that make up an application or form - this total set of fields is the '''"baseline." '''The baseline set of fields contains all of the fields in all application and form versions. The first step in using '''Versioning '''is to create a new "version" - this process includes giving that version a '''Name, 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 steps below to create the baseline.
===Create a New Version===
1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings.'''
3. Under the heading '''System Configuration, '''click the hyperlink '''SmartVersioning.'''
:: [[File:Smartversioning.png|800px|border]]
Any existing versions that have already been created in your system may be listed here. If you want to edit these, simply click the '''pencil icon '''to the left of each version name.
4. To create a new version, click the '''+ icon '''on the top left.
:: [[File:New smartversion.png|800px|border]]
5. The New Version form will be displayed. Fill out the fields of this form.
:: [[File:New version form.png|600px|border]]
{| class="wikitable"
|-
|[[Image:How.png|50px'''Version ID'''|link=]]|This article number will explain be autopopulated.|-||'''howName''' you can implement this feature ||Provide an appropriate Name for use on your SmartSimple systemnew version.|-||'''Description'''||Provide a narrative description of your new version.|-||'''Condition'''||If applicable, insert in any conditions for the new version. See [[Versioning#Conditional Versioning]] for more information.
|}
* You must fill out at least the '''Name '''and '''Description '''fields to save a new version
* '''Tip: '''Naming versions with clear and appropriate titles/descriptions will be of great assistance. For example, clearly name the '''baseline '''version so that it is differentiated from any future versions (i.e. '''Baseline General Application'''). It may also be useful to follow a standard naming convention, such as naming the application and form versions based on their period name (ex: '''2016 Q1 General Application''') so that you know when the versions existed.
* '''Tip: '''Period-based dates such as '''Up to 2020 Budget Manager '''are particularly useful for future-facing Versioning; label the Version so that you know you will not make it active until the time has come.
6. When you are done inputting information into the fields, click the '''Save '''button.
==Overview=Create a Baseline===Once you have created and '''VersioningSaved ''' greatly reduces a new version, the work required page will reload to manage display the changes that occurs in forms date and applications. Versioning accomplishes this by allowing the creation time stamp 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 the name of forms pre-launchthe creator/modifier, and the '''Version Objects '''section. Other benefits include Through the '''Version Objects '''section, we will take the snapshot that comprises the preservation of past forms values and appearance, allowing admins to view previous form versions in their original formatbaseline field-set for this version.
Before '''Versioning''' making and testing changes to applications and :: [[File:New forms could be cumbersome, and to ensure a smooth transitions many organizations deployed whole testing environments to manage these eventsfor smartversioning.png|800px|border]]1. These environments allowed organizations the ability to build new applications and forms, and thoroughly test them before promoting the changes Click into the live production environment. Although the '''VersioningSelect Application ''' does not eliminate the need for testing environments, organizations who regularly change or update requirements on applications can now manage this process field - a drop-down list of available {{UTA}}s within the '''Versioning''' feature setsystem will appear.
'''Note: Global Administrator''' privileges are required : [[File:Smartversion select apps.png|250px|border]]Pick which application for which you would like to configure this settingsave 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.
==Getting :: [[File:Smartversion select entity.png|130px|border]]Select the Most Out specific entity level of Versioning Webinar==your application to make up the field-set that you wish to capture.
'''Note: '''If no specific level is chosen, the system will default to the {{#ev:youtube|DDCpYI_EcM0 L1}}of that application. For example, it will default to '''Budget '''if the application in question is the '''Budget Manager. '''
3. Once both the '''Application Name '''and '''Entity '''have been chosen, click the button on the right side: '''Take Snapshot. '''
==Getting Started and Taking a Snapshot/Creating a Baseline==4. A confirmation pop-up message will appear. Click '''Yes.'''
:: [[File:Smartversion are you sure.png|500px|border]]
5. After you confirm, the '''Version Objects '''section of the version form will reload and display the time and stamp date of the snapshot.
Versioning works by first capturing :: [[File:Smartversion created.png|800px|border]] The details outlined in red comprise the snapshot that you have taken - all of the underlying fields that were included with that application and entity level at the time that the snapshot was taken is what makes up an application or form. We call this total set of fields the '''"baseline"the '''. 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 * '''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. * '''Tip: '''It is useful to repeat the process and capture field-sets from all levels of a {{UTA}}, particularly if they are pulling fields from each other. * '''Note: '''A snapshot does not mean that the version is active; the version will not be activated (that is, in use to the extent that all applications in this version will pertain with the field-set of that version) until you [[Versioning#Activating a new New Version===|activate the version]] in your system.
===Finding the Current Version===
Having followed the steps from the previous sections, 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. Under Navigate to the Configuration menu click on '''Global Settings'''::[[Image:configurationmenuarcadiadesired {{UTA}} whose Version you want to confirm.png|link:|200px]]
'''Note: '''You can navigate to any UTA by clicking the 9-square menu icon on the top right and clicking on the UTA name under the heading '''Applications.'''
:2. Under Click on the System Configuration section, click on UTA settings icon - the '''gear icon '''SmartVersioning- which will allow you to enter into '''::[[Image:versioning_system_configurationConfiguration Mode.png|link:|700px]] '''
:: [[File:Gear icon.png|200px|border]]
3. Scroll down until the subheading '''Features and Options. '''
:34. Click on the Locate the '''"+"Current Version ''' icon to create a new field, which will display the current versionof that UTA.::[[Image:new_version_button.png|link:]]
:: [[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.
:4. The ===Custom Fields and Versioning===Once Versioning is enabled against a UTA object, then the list of [[Custom Fields]] related to that object will also indicate an '''New VersionActive Version ''' window is displayedon the top right of the page.::[[Image:create_a_new_version.png|link:|500px]]
1. After navigating to the desired UTA, click the '''gear icon '''above its name in order to enter '''Configuration Mode.'''
:5: [[File:Gear icon. Give png|border]] 2. Click into the tab for the Version a Name and Description, when done click '''Save'''level of object that you have enabled Versioning for.
3. Click on the hyperlink labelled '''Note:Custom Fields.''' 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).
At the top of the list of custom fields will be the '''Version '''combo box.
The '''Version''' combo box contains the name of the version of the application or form that you are currently editing. It is this field that allows you to switch between the different concurrent versions that are available. Here is where you will switch between the '''baseline '''application version, the current application version, and the new application you are building and testing.
===Take a Snapshot/Create a baseline===
[[Image:Select_custom_field_version2017.png|900px|border|link:]]
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.
The individual Custom Field Setting page will also include be an indication of the '''Active Version''' at the top alongside a Version combo box.
:1. Select the '''Application Name''', the dropdown list There will include all application forms within the system.:2. Select the also be a '''Entity LevelSet''', this dropdown list will button to allow the selection of the Level 1, 2, or 3 to make up the field-set that you wish users to capture.::[[Image:Version_objects_entity.pngVersioning#Editing_Fields_in_Versions|link:|500pxedit fields]]:3. Click the '''in a specific version, and a 'Take Snapshot''Diff''.:4. Click '''Save'''.:5. After clicking the Save button, the window will capture the created on and modified by details as well as display the Version Objects fields.::to allow users to [[Image:New_version_window_after_save.pngVersioning#Comparing_Fields_in_Versions|link:|500pxcompare fields]]in one Version with another version.
'''Note[[Image:''' 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" line to capture any additional objects, activities, or transactionsSingle_custom_field_version2017.png|900px|border|link:]]
==Finding the Current Version==Editing Fields in Versions====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.'''
You have enabled Versioning and created your first snapshot2. By default your Current Version is Click on the '''gear icon '''above the baseline versionUTA name, which will bring you into the UTA settings in '''Configuration Mode. You can verify the current version at any time by following the steps below:'''
:1. Navigate to the desired UTA:2[[File:Gear icon. Click on the UTA Settings iconpng|border]] :3. Click on the Level 1 desired tab:4for {{L1}}, {{L2}}, or {{L3}} entity associated with the UTA. In The levels go in sequential order - the first tab after the '''UTA PropertiesGeneral ''' section locate tab represents the '''Current Version''' field.::[[Image:Current_version.png|link:]]:5. The current version is displayedLevel 1 Entity and so on.
'''Note:''' To change the current version, click 4. Click on the dropdown menu and select the new version you would like to activate, then click the "Activate" button, and finally click the the '''SaveCustom Fields ''' button at the bottom of the windowhyperlink.
5. From the '''Version '''drop-down option on the top right, select the Version whose fields you want to edit.
:: [[File:Smartversion choose version.png|400px|border]]
The list of Custom Fields displayed will differ depending on what has been saved as the field-set for the Version that you choose.
==Custom Fields and Versioning==6. To edit a specific field, click the '''pencil icon '''to the left of the custom field name.
Once Versioning is enabled, there :: [[File:Edit fieldd.png|200px|border]] You will be a new brought to the '''Custom Field '''edit page of that field added . Make any required changes to the Level 1 and Level 2 Custom Fields pageversion you are working on.
* Remember, these edits will only affect the current version you are editing - which can always be known with the text box at the top right - unless you are making changes to the '''baseline '''version.
* To learn more about editing a Custom Field, see our [[Custom Fields – General Information#General Settings|Custom Fields - General Settings]] page.
[[Image:Select_custom_field_version====Deleting Fields in Versions====It is very important you always double-check the version that you are editing. '''Always be careful''' when deleting fields from the baseline version. Deleting fields from the baseline will delete those fields from all associated applications and forms. Any new snapshots that are taken afterwards will not include the deleted fields. As well, deleting fields from baseline will remove your ability to reference those fields and their values, thus removing the ability to use the previously stored values.png|link:|700px]]
Deleting fields from versions that are '''not the baseline '''will only remove those fields from the specific version you are editing - they will not be removed from other versions.
Notice To delete a field, check the '''Version''' field added box next to the '''Field Class''' desired field(s) to delete. The A '''Versiontrashcan icon ''' field contains will then appear in the name top row of the version of the application or form that you are currently editingbuttons. It is Clicking on this field that allows you to switch between the different concurrent versions that are available. Here is where you icon will switch between the "Baseline" application version, the current application version, and delete the new application you are building and testingfields.
:: [[File:Smartversion deleting field.png|900px|border]]
:
:* Remember, you can always note which version you are in with the '''Active Version '''text box that appears on the top right of your page.
===Deleting <pre> To delete an entire Version (not just an individual field), you can only do so when there are no fields in Versions===attached to it. </pre>
It is very important that you always double-check the version that you are editing. '''Always be careful''' when deleting fields from the baseline version. Deleting fields from the baseline will delete those fields from all associated applications and forms. Any new snapshots that are taken afterwards will not include the deleted fields. Also deleting fields from baseline will remove your ability to reference those fields and their values removing the ability to use the previously stored values.
Deleting fields from versions that are not ====Comparing Fields in Versions====1. Navigate to the baseline, will only remove those fields from the specific version you are editing and not other versionsdesired 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.'''
===Editing fields in Versions===2. Click on the '''gear icon '''above the UTA name, which will bring you into the UTA settings in '''Configuration Mode.'''
:1. Navigate to the desired UTA:2[[File:Gear icon. Click on the UTA Settings iconpng|border]] :3. Click on the appropriate Level 1desired tab for {{L1}}, 2 {{L2}}, or 3:4. Click on or {{L3}} entity associated with the '''Custom Fields" link:5UTA. From The levels go in sequential order - the first tab after the '''VersionGeneral ''' dropdown option, select tab represents the Version that you will be editing:6. Click '''Set''':7. Make any required changes to the version your are working Level 1 Entity and so on (remember that these edits will only affect the current version you are editing, unless you are making changes to the baseline version.
4. Click on the '''Custom Fields '''hyperlink.
===Creating 5. Click the '''pencil icon '''to edit a new field===specific '''Custom Field.'''
Best practice for creating new fields are to add them to 6. The details of the Custom Field will be displayed. At the baseline version firsttop right, the '''Active Version '''is displayed. This makes On the new right of the '''Version '''field available to all versions once an update snapshot is takenbox, select the button '''Diff. '''
:1. Navigate to the desired UTA:2. Click on the UTA Settings icon[[File:3Smartversion diff. Click on the appropriate Level 1, 2, or 3png|400px|border]]:47. Click on the ''A modal window that allows 'Custom Fields" link:5. Click on the ''Version Comparison '+''' icon to add a '''New Field''':6. Add all fields required to create will appear, showing the new custom field. For details on creating custom fields click '''[[Creating Custom Fields|here]]'''settings for two different versions side-by-side.
To toggle between which versions you would like to compare this custom field against, simply select different versions by clicking into each '''Version '''field.
:: [[File:Smartversion comparison.png|750px|border]]===Adding all =Creating a New Field====Best practice for creating new fields are to add them to the''' baseline''' version first. This makes the new field available to existing Version===all versions once an update snapshot is taken.
Add all new field that has been added 1. Navigate to the baseline to an existing version by updating the Versions snapshotdesired UTA.
This will update You can do so by clicking the field9-sets that comprise square menu icon on the selected Version top right of your page ({{Icon-Menu}}), and will include any newly added fields added to selecting the baseline since UTA under the last snapshotheading '''Applications.'''
See 2. Click on the '''gear icon '''above the UTA name, which will bring you into the section above titled: UTA settings in '''Take a Snapshot/Create a baselineConfiguration Mode.''' for details on taking a snapshot.
:: [[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.
===Add / update individual fields to Older Version===4. Click on the '''Custom Fields '''hyperlink.
Sometimes a user may wish 5. Click on the '''+ ''''''icon '''on the left hand side to apply create a new custom field to an older version, or to apply changes made in single field, without taking a snapshot that would apply unwanted updates in other fields to the old version.
The '''Copy :: [[File:Create new field.png|350px|border]] 6. Input all the fields required to Older Version''' option will allow users to do thiscreate your new field. For details on creating custom fields, see [[Custom Fields – General Information#General Settings|Custom Fields – General Settings]].
[[Image:CopyToOldVersion1====Adding All New Fields to an Existing Version====If you want to mass update fields to an existing version, you can easily do by updating the '''Version Snapshot.png]] '''This will update the field-sets that comprise the selected Version, and will include any newly added fields added to the '''baseline '''since the last snapshot.
See [[Versioning#Create a Baseline|Create a Baseline]] for details on how to take a snapshot.
This is available against all UTA ====Add or Update Individual Fields to an Older Version====Sometimes a user may wish to apply a new custom field liststo an older version, but only appears once at least one or they might want to apply changes made in a single field has been selectedwithout taking a snapshot that might apply unwanted updates in other fields to the old version.
[[ImageIn order to do so, follow these steps:CopyToOldVersion2.png|700px]]
1. Navigate to the desired UTA.
If you select some custom fields You can do so by clicking the 9-square menu icon on the top right of your page ({{Icon-Menu}}), and click on selecting the UTA under the heading '''Copy to Older VersionApplications.''' button then you are presented with the Copy to Older Versions screen.
[[Image:CopyToOldVersion_32.png|700px|border]]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.
Users select the version (or versions) that the field, or edits, should be added to from the Version drop-down list4. Click on the '''Custom Fields '''hyperlink.
If this is a brand new field then it The list of Custom Fields will automatically be added to the selected Versionsdisplayed.
If the field already exists on the selected versions then updates will only occur if users select the 5. Select ''at least one 'Update''' option from the '''If custom field already exists''' setting. If users leave it as '''Ignore''' then the changes will not be appliedfor which you want to apply its updated modifications to an older version.
Users must <pre> If a field is not selected, then click on the Submit button, and should a confirmation message Copy to Older Version function will not show up. </pre>6. Click the '''Copy to indicate that Older Version '''option which looks like a '''two page icon '''on the changes have been appliedtop row of buttons.
:: [[ImageFile:CopyToOldVersion4Smartversion copy to older versions.png|700px350px|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==Viewing changes "wikitable"|-||'''Version'''||Check the box next to the name of the version that you want to update this field to. You can also choose '''Select All '''if you want to apply this updated field to all of the Application/Form==older versions.
The |-||'''If field already exists'''||If the field already exists on the selected versions, then updates will only occur if users specifically select the '''Update '''option. If a user leaves this option as '''Ignore, '''then changes will not be applied to the field that have been made to already exists in older versions. |}8. Click the '''Submit '''button.. The modal window will refresh and provide a version view can be viewed by opening confirmation message of '''Update Completed '''if the application or form and selecting field was successfully updated to the appropriate form documentolder version(s).
:1<pre> You cannot copy a Version ''into ''a core field-set; it is a unidirectional process. Navigate to the desired UTA:2. Open the desired application </ form :3. From the Version dropdown option, select the version you with to view.pre>
[[Image:Viewing_changes_to_version.png|link:|800px]]
===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.
:41. Navigate to the desired UTA. Click '''Set'''
You can do so by clicking the 9-square menu icon on the top right of your page and selecting the UTA under the heading '''Applications.'''
:'''Note:''' Toggling between different versions from this page will allow you to easily flip between 2. Open the existing desired application or form and your modified version.
3. From the '''Version '''drop-down option on the top right, select the version that you would like to view.
:: [[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===
1. Navigate to the desired UTA.
==Activating a new Version==You can do so by clicking the 9-square menu icon on the top right of your page and selecting the UTA under the heading '''Applications.'''
:1. Navigate to the desired UTA:2. Click on the UTA Settings icon:3. Click on the appropriate Level 1, 2, or 3:4. Under the UTA Properties section, locate the the '''Current Versiongear icon ''' field.:5. From above the dropdown options select the version UTA name, which will bring you wish to make active.:6. Click on into the UTA settings in '''Activate''' buttonConfiguration Mode.:7. Click '''Save'''.
:: [[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 '''Note:General ''' Once an application or form is made active all new submissions will be completed tab represents the Level 1 Entity and associated with the current version. Past submissions will retain their original version informationso on, in chronological order.
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.
==Batch updating records 6. Click on the '''Activate '''button to Versions==the right of this field.
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 desired7.A confirmation message will appear - click '''Yes. '''
:1. Navigate to the desired UTA:2. Add a check mark to the check box for each application and form you want to bulk update:[[ImageFile:Batch_update_version_checkmarkSmartversion activate confirmation.png|link:300px|600pxborder]]8. Once the version has been activated, another confirmation message will appear to state that the activation has been successful. Click '''OK.'''
:: [[File:Smartversion successful activation.png|200px|border]]
'''Note: '''Once an application or form is made active, all new submissions that are completed will be associated with the current version - however, past submissions retain their original version information.
===Batch Updating Records to Versions===
To update many different applications and forms in 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.
:31. Click on Navigate to the '''Batch Update''' icon:[[Image:Batch_update_icondesired UTA.png|link:]]
:4. From You can do so by clicking the 9-square menu icon on the '''Update version to:''' drop down field, select top right of your page and selecting the new version:5. Select UTA under the heading '''Batch UpdateApplications.''' button:[[Image:Batch_update_window.png|link:|600px]]
2. Check the box on the right of each application you want to bulk update.
==Conditional :: [[File:Versioning==batch update selected 2019.png|700px|border]]3. Click on the '''Batch Update '''icon found on the top right of your page.
'''Conditional Versioning''' allows for a customized version of an application or form to be displayed to specific users based on conditions you set:: [[File:Batch update button 2019.png|border]]The Batch Update modal window will appear.
Conditions 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 include (but are not limited choose to batch update the records to):for each field.
* Geography:: [[File:Batch update process 2019.png|400px|border]]* Role* Organization type* Gender* Age* Past Activities* Many5. Once you are done selecting your batch update options, many moreclick the '''Update '''button at the bottom of the modal window.
Conditions can also be based on ====Custom Batch Update====Next to the individual fields Batch Update button is a '''down arrow '''button that make up an application or formallows you to '''Custom Batch Update. Any field can be '''Options available include making a '''Copy '''of the basis applications as well as changing the status of a conditionthe applications.
Each Version has a Condition field:: [[File:Custom batch update button 2019. In the example below the condition looks at Country field value entered against the current users profilepng|150px|border]]If you select '''Batch Update Copy, '''a confirmation message will appear to confirm that you want to ''copy ''and will only display trigger the current version if the Country is not set to Canada[[Workflows Overview|workflows]] associated with all selected records.
If you select the second option (Approved),''' '''you will run the '''Batch Update '''to change the status and trigger the [[Image: ConditionalVersion2.pngWorkflows Overview|700pxworkflows]]associated with all selected records.
==Also See==:: [[File:Custom batch update example 2019.png|700px|border]]: :* In this example, a UTA with grants as the Level 1 Entity can be selected and batch '''Approved '''so that each [[Versioning - Why?Status|status]] of the grants selected changes to approved at once.:* When you have successfully updated a record, the [[List View Overview|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===
'''Conditional Versioning''' allows for a customized version of an application or form to be displayed to specific users based on conditions you set.
Conditions can include (but are not limited to):
::* Geography
::* Role
::* Organization type
::* Gender
::* Age
::* Past Activities
::* Many, many more
Conditions can also be based on the individual fields that make up an application or form. Any field can be the basis of a condition.
{|class="wikitable": |-|[[Image:WhyEach Version has a Condition field.jpeg|50px|link=?]]|Click [[Versioning - Why?|here]] to learn why this feature In the example below the condition looks at Country field value entered against the current users profile, and will only display the current version if the Country is a benefit not set to your organizationCanada.|}
See [[System Variables]] and SmartSimple's [[Variable List]] for more information about which variables you might want to use when setting conditions.
<!-- [[CategoryImage:VersioningConditionalVersion2.png|700px]] -->
===Reporting with 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.
<!-- [[Category:Versioning]] -->
[[Category:Versioning]]
