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  2. Klir Comply for Community
  3. September 2024 Release Additions and Enhancements

Forms Versioning and Snapshot Updates

Overview


This release introduces several enhancements to the Forms feature, focusing on form versioning, historical tracking, and snapshot creation. These improvements ensure better control over form edits, consistency when forms are used in tasks or inspections, and clarity in form selection for users.

Note: There have been no changes in the front end for this implementation. 


Key Features

  • Version History Creation: When a form is published and later edited, a backup version of the form is automatically created to preserve a history of changes. This ensures that all previous versions of a published form are saved for reference.
  • Question Identifier: Each question in a form now has a unique identifier, which remains unchanged even when the question is edited. This allows for better tracking of individual questions across different form versions.
  • Snapshot Version Creation: A snapshot of a form is created whenever it is linked to a new task or inspection. This snapshot captures the form as it was at the time of the task/inspection creation, ensuring any future edits to the form do not affect these records.
  • Version Filtering: Historical and snapshot versions of forms are filtered out from form listings, ensuring users only see the active forms when selecting one for tasks, inspections, or other actions.
  • Data Migration: Existing forms have been updated to support the new versioning and snapshot features. Forms previously edited or linked to tasks or inspections have been properly adjusted to work within the new system.

These enhancements provide users with greater flexibility and control over form management, ensuring that forms and their questions are accurately tracked and preserved throughout their lifecycle.