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Versioning

1,079 bytes added, 21:20, 18 October 2021
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{{Banner-UnderConstruction}}   ==<br />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]]. 
===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.
:: [[File:Versioning batch update selected 2019.png|700px|border]]
 
3. Click on the '''Batch Update '''icon found on the top right of your page.
:: [[File:Batch update button 2019.png|border]]
 
The Batch Update modal window will appear.
:: [[File:Batch update process 2019.png|400px|border]]
5. Once you are done selecting your batch update options, click the '''Update '''button at the bottom of the modal window. 
5====Custom Batch Update====Next to the Batch Update button is a '''down arrow '''button that allows you to '''Custom Batch Update. Once you are done selecting your  '''Options available include making a '''Copy '''of the applications as well as changing the status of the applications. :: [[File:Custom batch update optionsbutton 2019.png|150px|border]]If you select '''Batch Update Copy, click the  '''a confirmation message will appear to confirm that you want to 'Update 'copy ''button at and trigger the bottom of the modal window[[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 [[Workflows Overview|workflows]] associated with all selected records.
 
:: [[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 [[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.
:: 3. Click on the '''Batch Update''' icon
:: [[Image:Batch_update_icon.png|link:]]
:: 4. From the '''Update version to:''' drop down field, select the new version
:: 5. Select the '''Batch Update''' button
:: [[Image:Batch_update_window.png|600px|link:]]
==Configuration - Advanced==
===Conditional Versioning===
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.
:
Each Version has a Condition field. 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 not set to Canada.
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