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From the Create Revision screenpage, the Administrative User is able to choose between creating a new Content Revision or editing an existing Content Revision.
To create a new Content Revision, click Add a New Value at the top of the screenpage. To edit an existing content revision, click Search and choose the desire revision from the drop down list. There can be many Content Revisions that are 'in progress'.
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Click Configure to enter your changes.
| Manage Revision |
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Step 2 - Modify the supplemental attribute Smart Form
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Return to the Define Smart Form screenpage, clear the "Add supplemental field here" text, and click Insert Form Field to attach your Form Field to the Smart Form.
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From the Insert Form Field popup screenpage, select the Desired Input Type and Form Field that you wish to attach to the Smart Form. You can choose to make this Form Field mandatory as well as change the label that will be attached to the input type. Click OK.
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From the Manage Cotent Revision screenpage, click Return to Manage Revision in order to apply the changes you have made during this revision.
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To create a Process Revision, click the Menu Icon and click Add/Update Revision under Manage Revisions.
| Add/Update Revision |
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From this screenpage, an Administrative User can either search for an existing revision to modify, or they can click Add a New Value at the top of the screen page if they wish to create a brand new revision.
| Create Revision |
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After creating the revision, click 'Configure' if you wish to alter the business process, or 'Withdraw' if you would like to withdraw the revision and remove all of the changes made.
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Your current attributes can be seen on the right hand side of the screen page of the Revision Configuration screenpage. Select the Attribute Type you wish to configure, and you will see all attributes of that type displayed in the drop down. These attributes are able to be structured as a tree if your organization chooses to do so. In order to add an attribute, it is important to note where you would like the attribute to be located on the tree structure.
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Select the Add/View Supplemental Data hyperlink on the Company Attribute.
| Smart Form |
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From this screen page we can see the Smart Form that we edited in our Content Revision with the appropriate form field and input type.
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From the Revision Configuration screenpage, select Return to Manage Revision.
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