Changes

* Preservation of past forms' values and appearance, allowing [[Global User Administrator|System Administrators]] to view previous form versions in their original format

=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. '''

==Enabling Versioning==

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.'''

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. To create a new version, however, click the '''+ icon '''on the top left. 

:: [[File:New smartversion.png|800px|border]] 

===Create a new Version===

: 3. Click on the '''"+"''' icon to create a new version.

:: [[Image:new_version_button.png|link:]]

: 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.

:: [[Image:New_version_window_after_save.png|500px|link:]]

'''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" line to capture any additional objects, activities, or transactions.

: 6. The screen should automatically refresh and show the custom field settings for the 2 versions side-by-side.

[[Image:Diff_custom_field_version2018.png|900px|border|link:]]

===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 all versions once an update snapshot is taken.

: 5. Click on the '''+''' icon to add a '''New Field'''

: 6. Add all fields required to create the new field. For details on creating custom fields click '''[[Creating Custom Fields|here]]'''.

===Adding all new field to existing Version===

Add all new field that has been added to the baseline to an existing version by updating the Versions snapshot.

: 3. From the Version dropdown option, select the version you with to view.

[[Image:Viewing_changes_to_version.png|800px|link:]]

: 4. Click '''Set'''

: 7. Click '''Save'''.

: '''Note:''' Once an application or form is made active all new submissions will be completed and associated with the current version. Past submissions will retain their original version information.

==Batch updating records to Versions==

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.

: 2. Add a check mark to the check box for each application and form you want to bulk update

: [[Image:Batch_update_version_checkmark.png|600px|link:]]

: 3. Click on the '''Batch Update''' icon

: [[Image:Batch_update_icon.png|link:]]

: 5. Select the '''Batch Update''' button

: [[Image:Batch_update_window.png|600px|link:]]

==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.

<!-- [[Category:Versioning]] -->

[[Category:Versioning]]