Synchronize forms

From RPM Wiki

Table of contents
1 Summary
2 Changes
3 Other
4 Security

4.1 Staff users
4.2 Agency users
4.3 Modules

5 Synchronizing forms
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Summary

This feature allows changes to a process template to be carried over to existing forms in the process. This is a controlled application of changes that allows the user to specify status levels to include and exclude certain forms from being updated. The update is intelligent and will not allow existing data to be lost, even if it is in fields that are no longer in the template.

  • Note: This feature was called "Apply template changes" in versions of RPM before 3.0
  • Note: There is one situation where existing data could be lost, and that's if an existing field has it's parent changed so that the new relationship would make the old value impossible. In this situation the child field would be cleared.
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Changes

There are 7 types of changes that will be checked for:

  • New fields
  • Renamed fields
  • List options
  • Removed fields
  • Field order (no longer apply for Phoenix)
  • Field permissions
  • Field group membership
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Other

  • Synchronization does not affect the form read/unread flag for participants. That also means synchronization will not cause form change email notifications to be sent.
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Security

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Staff users

  • Synchronizing forms requires the "Add, edit, delete process templates" privilege.
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Agency users

  • n/a
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Modules

  • The synchronize forms requires the "Process management" module.
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Synchronizing forms

To start the synchronize forms wizard, click "synchronize forms" in the top right of the "Edit data fields" page of a process template.

  • A running synchronization can be stopped by clicking on stop button. Some forms will have been synchronized, remaining ones will not have been.
  • A running synchronization by any user also shows up on the "Recent imports and synchronization" page.
  • The progress bar for synchronization tells how many fields there are in template + last step of synchronization. Example: if it says 18 rows means : 17 fields of this template get synchronized plus 1 last step.
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  • This page was last modified 19:47, 27 Mar 2007.
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