Viewing and Editing Multiple Document Revisions

Details of revisions for either a selected report or for all reports in the module can be viewed and edited.

View and Edit All Revisions of a Report

To view a list of all revisions for a single report:

1. Select the report and then click Open Revisions for Selected on the List Tools - Reports tab. The Revisions for Report: <report name> window is displayed:

   

2. To add a new revision, click New. The Revision Entry window (refer to Create a Revision) is then displayed. Enter the required details and click Save.

3. To edit an existing revision click Edit. The Revision Entry window (refer to Edit a Revision) is then displayed.

4. To edit multiple revisions, select them and click Edit. The Multi-Field Edit (Bulk Edit) window is displayed.

   

5. To edit a revision field, check the appropriate checkbox and enter the new value.

6. Click Select all to select all fields for editing.

7. Click Copy first record's data to copy the values for the revision first selected in the Revision window into the fields.

8. Once the required changes have been made, click Save.

9. To delete a revision, select the revision and click Delete. A message will then be displayed requesting that the deletion be confirmed. Click Yes to confirm the deletion or No to cancel.

A sub-report can be created for the report revision data, which can be added to the report itself. If this is required, click Create Revisions Sub Reports. The following message is then displayed:

A new custom report is then created and added to the list of reports. Its name will be the name of the main report with "Rev" appended to the end. Refer to Create and Edit Custom Reports for further information on editing custom reports.

Follow the instructions in the message to add the sub-report to the report. Refer to Edit Report Layouts for further information.

View and Edit All Revisions of All Reports

To view a list of all revisions of all reports in the Reports grid, click Open Revisions for all on the List Tools - Reports tab. The Revisions window is displayed:

• To view the revisions for a single report, click on the + icon next to its listing.

• To view revisions for all reports, click Show All Revs.

• To add a new revision, click New. The Revision Entry window is then displayed (refer to Create a Revision). Enter the required details and click Save.

• To edit an existing revision click Edit. The Revision Entry window is then displayed (refer to Edit a Revision).

• To edit multiple revisions, select them and click Edit. The Multi-Field Edit (Bulk Edit) window is displayed. Proceed as described above.

• To delete a revision, select the revision and click Delete. A message will then be displayed requesting that the deletion be confirmed. Click Yes to confirm the deletion or No to cancel.