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From this page, 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 page if they wish to create a brand new revision.
Create Revision |
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After creating Enter the revision information, 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 madethen click Reserve.
Manage Revision |
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Click Configure.
Manage Revision |
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Step 5 - Edit Supplemental Attribute Data
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Your current attributes can be seen on the right hand side of the page of the Revision Configuration page. 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.
Revision Configuration |
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When the Administrative User selects the attribute (in this case Western US), they are presented with a row of icons that provide them functionality specific to that single attribute. The highlighted icon below allows the Administrative User to modify existing attribute data.
Attribute Functions |
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From the Revision Attributes page, Administrative Users are able to edit all information about the selected attribute such as the Description, Desired Lookup ID, etc.
Revision Attributes |
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Select the Add/View Supplemental Data hyperlink on the Company Attribute.
Smart Form |
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From this page we can see the Smart Form that we edited in our Content Revision with the appropriate form field and input type.
Select Save to save the entries for all of the form fields. This will bring you back to the Revision Attributes page.
Revision Attributes |
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Step 6 - Apply the Process Revision
From the Revision Configuration page, select click Return to Manage Revision.
Revision Configuration |
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On the Manage Revision page, the Administrative User is able to 'Apply' or 'Withdraw' the revision. Applying will push the changes you made in the revision to the master tables, reflecting the changes you made throughout the system. Withdrawing will discard the revision causing all of the changes you made in the revision to be discard and thus not reflected in the system.
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Click Apply.
Manage Revision |
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When an attribute is prompted anywhere in the invitation or onboarding process, if the attribute has supplemental data associated a View Supplemental Data link is presented. Click the link.
Manage Revision |
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The supplemental attribute data is presented.
Manage Revision |
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Supplemental Attribute data can be used when specifying Routing Criteria in a process revision, as well.