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Managing Versions and Drafts

Mobile application is governed by the same rules when it comes to version management as the desktop application. 

Depending on you application settings, making changes to the data might require that first a Draft is created. 



To manage versions, select Versions button form the main Dashboard:

There are three tabs available:

  • Master - list of master versions in the system

  • My Drafts - drafts created by you

  • Shared - Drafts created by other users but shared with you

To create a new Draft, first select a Master system Version, in most cases, this should be the latest version presented at the top of the list.

Fill in the name and Description, and select Create button. Your new draft will be listed under My Drafts tab:

Select Open button to open this draft. Use the More button to reveal additional options:

  • Discard - deleted the draft including all changes made within this draft

  • Edit - Edit the draft name or description

  • Publish - published the draft

  • Share - select users or groups for sharing the draft with