Creating revisions

The revisions option for Data Policy creates a revision database dictionary record, whose name is specified on the Engine Specifications tab. You can create revisions either for an entire set of records or for a single form or record. You must be at the start panel of the application you are working with to create baseline revisions for an entire set of records. For example, you create a baseline revision of all the forms in the Forms Designer from the Forms Designer main menu.

When you create a revision, you create a copy of the record only, not the associated database dictionary record. As a result, any time a field is added to a database dictionary record, you add it to the revision file database dictionary record.

Create a Data Policy revision

Applies to User Roles:

System Administrator

To create a Data Policy revision:

1. Click Tailoring > Web Services > Data Policy.
2. Click the Engine Specifications tab.
3. Type a revision file name in the Revision File Name field.
4. To limit the number of revisions allowed, fill in the Max # of Revisions field.
5. Click Create Revision File from the More Actions menu.

Example: Create and manage a revision

Applies to User Roles:

System Administrator

The following example steps through the process of creating and controlling a revision. The example uses the location file.

1. Open the location record in Data Policy.
2. Type a revision name on the Engine Specifications tab, for example type LocationRevision.
3. Type the maximum number of revisions allowed on the system for files controlled by this record. For example, type 2.
4. Save the location Data Policy record.
5. Go to the Database Manager and type location in the Form field. A record list opens.
   Every file in the record list is controlled by the Data Policy record Locations.
6. Select a record, for example ACME HQ, based in Chicago.
7. With the record open, click Revision > Create Revision from the More Actions menu. Include any relevant text to help you understand the revision and its purpose. Label this revision one.
8. Make a change to the ACME HQ record and save.
9. Click Revision > Create Revision from the More Actions menu. Label this revision two.

The maximum number of revisions has now been reached for the files controlled by the Locations Data Policy record. The next revision you make will eliminate the revision you labeled one.

Related topics

Environment configuration
Tools to use for promoting customizations
Revision control
Data Policy and encryption