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Creating a Form/Standard Form Revision

When you edit a form or a standard form, you can either choose to edit the current revision, or you can create a new revision to edit. Proliance also automatically creates a new revision when you move from one stage to another in a plan, and the form/standard form appears in both stages.

A form/standard form can contain any number of revisions. Each revision is distinct from the others in the same series—the only common trait is the series identifier. The Summary section on the Main page of a form/standard form shows the latest revision, but you can access any previous revision using the Revisions tab.

To ensure that all workspaces are using the same information, it is usually preferable to create new standard form revisions from the Organization work area. You can then Approve the revision to have Proliance automatically synchronize it to any workspaces in which the standard form has previously been exported. If you instead choose to create the revision from a workspace, you will be unable to synchronize new revisions from the Organization work area due to conflicting revision numbers.

Your security role must have permission to create forms or standard forms. For more information, see "About Security Permissions".

To create a new revision of a form/standard form

  1. Open the Forms register.

    2. — or —

    Open the Standard Forms register.

  2. Select the Form or Standard Form that you will create a new revision for.
  3. Click the References tab.

    4. The Revisions tab appears.

  4. Click New.

    5. Proliance creates a new revision of the form/standard form. This revision is identical to the previous revision, except for the following:

  5. Edit the new revision as necessary, including uploading any file attachments. Please refer to the following for more information on the fields for each page:
  6. Click Save.

    7. Proliance saves the page. Click Exit Edit Mode when done.

    What can I do now?

Note:

  • Each revision should still deal with the same subject matter as the previous revision. If revisions require you to change the subject matter of the original form (for example, from a word processor file to an electronic spreadsheet), you should probably create a new form instead. For more information, see "Creating a New Standard Form" or "Creating a New Form".
  • You can maintain independent revisions of the file attachments. For example, if you update the source file, you are not required to update the presentation version, although it's recommended that you do so.