How to Version an Entity Record

After you have set up versioning on an entity, you can start versioning its individual records.

1. When a record reaches a business state that is versionable (see 6 Configure the Entity Status Settings), the versioning button will be displayed on the form or step you have set up accordingly (see 3 Set Up the Versioning Button).

   

2. If you click the versioning button, a new record version will be created and opened in the Version Draft status. By default, the text "new version" will be appended to the record's primary attribute.

   

3. If you approve the version draft, the new version becomes the active record and the original record automatically transitions into the Version Closed status.