Managing the Versions of a Template
The 
tab of the property pane helps you manage the versions of a published Template. You can view all the versions of the selected Template and perform various actions such as setting a version as the current version, assigning a version to another member or a Task Queue, generating a report for the selected version, and so on.
To view the versions of a published Template:
On the main menu, go to > .
Select the published Template for which you want to view the version history. The version history can be viewed from the left side dropdown , where the Current Version is displayed.
Click
to open the property pane.
Hover over the
icon. The list of tabs is displayed.
Select the tab
.
The Version History of the selected Template is displayed.
Note
The Version History view is available for Templates in the edition phase.
To compare two or more versions of a Template, click Select to compare.
To view the information of all the versions of the Template, click . To view the information of a particular version, click Expand.
For each version, you can view the following information:
Version number: The version number of the Template version is displayed.
Edition Goal: The edition goal and comments provided during the publication of the Template version are displayed.
Status: The status of the Template version can be In Edition, Current, Available, or Unavailable. The date of status change is also displayed.
Publish Date: The publication date of the version is displayed.
Published by: The user ID of the member who published the Template version is displayed.
Current as of: Any change tracking reference provided for the version, during publication, is displayed in this section.
Click the dropdown icon corresponding to a version to view the options.
The dropdown list provides the following option
Option
Description
View
View the selected version of the Template.
Run
Execute the selected version of the Template.
Set current as of
This option is visible for version status Current and Available. You cannot set an unavailable version as the current versio
Choose the future date from when you want the selected version to be the current version. When a Template version is set as the current version, it becomes the version used by default.
Set unavailable as of
This option is visible for version status Current and Available. Choose the date from when you want the selected version of the Template to be made unavailable. The version status becomes Unavailable from the future date selected. An Unavailable version cannot be executed.
Set available as of
This option is visible if the version status is Unavailable.
Choose the future date from when you want the selected version to be made available.
Export
A ZIP file is downloaded to your device. The zipped file contains an Excel Workbook that has all the information of the Template.
If the Template contains media objects (such as images, video, and so on), they are included in a media directory inside the zipped file.
If there is a Component, the Template in the Component is also exported and included in the zipped file.
Assign Template
Assign the selected version of the Template to one or more members.
Report
Generate a report for the selected version of the Template.
Initiate a New version
A new version of the Template can be initiated from the older versions available. Changes may be required to a published version of a Template that is currently being used. In such cases, a new version can be initiated and changes can be made to the new version.
On the main menu, go to Templates > Your Templates . Select a Published Template for which a New Version needs to be initiated.
From the dropdown, select Initiate new Version.
The Submit Template dialog is displayed.
Enter the required details.
Click .
The Template is submitted to the Enterprise.
The Template undergoes the Publication Process. The Template is moved to Template under Edition before publishing and after the publication process it is moved to Your Templates.
The published version is now available as shown below. The image shows the Current Version with the Version number .
Important
The Current and Available versions are color coded as shown below.
Current Version is Orange.
Available Version is Blue.
