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Versioning

435 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]]. 
Next to the Batch Update button is a '''down arrow '''button that allows you to '''Custom Batch Update. '''Options available include making a '''Copy '''of the applications as well as changing the status of the applications.
:: [[File:Custom batch update button 2019.png|150px|border]] 
If you select '''Batch Update Copy, '''a confirmation message will appear to confirm that you want to ''copy ''and trigger the [[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 batch '''Approved '''so that each each [[Status|status]] of  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==
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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