Revision Control

DataBlocks and reports can be revised using revision control. Revision control stores all revisions made under the same DataBlock or report name. This prevents the need to create and rename multiple copies of DataBlocks or reports. Revision control can be applied to all report types.

Applying Revision Control

To apply revision control to a folder, DataBlock, or report, right-click on the object and select Revision Settings. The Use Parent Setting option allows you to choose whether revision control (yes or no) and the Maximum number of revisions to store will be gained from the object's parent. For example, the parent of a report would be a DataBlock, the parent of a DataBlock would be a folder, and the parent of a folder could be another folder or the root. If Use Parent Setting is selected, the Maximum number of revisions to store will be disabled since this value is gained from the object's parent.

As mentioned above, assigning settings to folders is a good way to apply common settings to child DataBlocks. Note that multiple revisions for folders does not exist since folders are only containers; revisions can exist only for DataBlocks and reports.

This image shows the Revision Control Settings dialog. Options exist for enabling or disabling Revision control for the object and for specifying the maximum number of revisions to store.

If revision control is enabled for a DataBlock or report, after editing the object and when saving, the following dialog box will appear.

This image shows the Revision Control Commit dialog.  In this dialog you specify whether the object is to be saved as a new revision, or to save by overwriting the revision edited.

In this dialog box you have the option of saving your changes as a new revision, or overwriting the revision you are editing. You can also set this revision as the active revision by checking the Active check box. The DataBlock or report that you intend to edit or execute should be set as the active revision. Keep this in mind as multiple revisions can be applied to DataBlocks and reports.

When editing a report, be sure the report is accessing the correct revision of the DataBlock. Make the intended DataBlock the active revision before editing the report.

Managing Revisions

You can manage the revisions for an object at any time by right-clicking the object and choosing Manage Revisions. Information on revisions for the object are shown here in the Revision Manager dialog. Each revision is identified by a unique (non-sequential) identifier.

This dialog shows the Revision Mangaer dialog which lists the existing revisions for an object.  In this dialog you can specify which of the revisions is the active revision.

Select a revision then choose a function (described below). In the figure above, the second revision is active as it has a yellow star.

Icon Description
Edit Revision button Edit the object (DataBlock or Report).
Make Active button Make this the active revision. After the revision is made active, it is highlighted in gray, as shown in the figure above.
Delete button Delete the revision.
Refresh button Refresh the list of revisions .

Note: The author of a revision is the person who made that revision, not the author of the original object or the person who last modified it.

Copy/Paste and Import/Export objects under Revision Control

When copy/paste or import/export is performed on an object under revision control the dialog below is displayed.

This image shows the paste dialog containing the retain complete revision history check box

Note the Retain complete revision history check box. Checking this box causes all revisions to be pasted, whereas leaving the box unchecked will paste only the active revision.

Notes