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The individual Custom Field Setting page will also include be an indication of the '''Active Version''' at the top alongside a Version combo box.
There will also be a '''Set''' button to allow users to [[Versioning#Editing_fields_in_VersionsEditing_Fields_in_Versions|edit fields]] in a specific version, and a '''Diff''' button to allow users to [[Versioning#Compare_fields_in_VersionsComparing_Fields_in_Versions|compare fields]] in one Version with another version.
:: [[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.
:: [[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.
:: [[File:Edit fieldd.png|200px|border]]
You will be brought to the '''Custom Field '''edit page of that field. Make any required changes to the version you are working on.
:: [[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.
===Comparing 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.'''
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 levels go in sequential order - the first tab after the '''General '''tab represents the Level 1 Entity and so on.
===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.
:: 1. Navigate to the desired UTA:: 2. Click on the UTA Settings icon:: 3. Click on the appropriate Level 1, 2, or 3:: 4. Click on the '''Custom Fields" link:: 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.
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:: 2. Open the desired application / form:: 3. From the Version dropdown option, select the version you with to view.
[[Image:Viewing_changes_to_version.png|800px|link:]]
:: 4. Click '''Set''':: '''Note:''' Toggling between different versions from this page will allow you to easily flip between the existing form and your modified version.
==Activating a new Version==
:: 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 '''Current Version''' field.:: 5. From the dropdown options select the version you wish to make active.:: 6. Click on the '''Activate''' button.:: 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.
:: 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:: [[Image:Batch_update_version_checkmark.png|600px|link:]]:: 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:]]
==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.
