Friday, February 18, 2011

Version Override

Version Design Override

If you want to change the report specifications for a version, you do not need to change the template report. Instead, you can override the report specifications at the version level. The changes made to the report specifications for a particular version do not affect other versions associated with the same report template. However, any changes made to specifications at the template level will not be updated in a version with overridden specifications. Therefore, whenever changes are made to specifications at the version level, it helps to describe any modification and difference between the base report and the version in the Version Detail field on the Version Detail form. 
The following 5 sections can be overridden independently of each other at the version level :
  • Section Layout
  • Section Data Selection
  • Section Event Rules
  • Section Database Output
  • Section Sort Sequence
When making a version override, select only the options that apply to the override being made.  Do not select additional override options that are not needed for the version modification.  To change the design of a version, the version must already be checked out to the workstation where you intend to do the modification. Once in RDA for the version, focus on the section and select Override Version Specifications from the Section Menu. Check the box for the section to override; now the section will be available for changes.

Version Data Selection and Sequence

Data Selection and Sequence can be accessed either from the Work With Batch Versions form or from the Version Prompting form when the version is submitted.

When accessed from the Row menu of the Work With Batch Versions form, the version must be checked-out to the workstation.  This process is similar to going into Version Design and checking the override box for Section Data Selection and Section Sort Sequence. Changes made this way are saved with the version report specifications. Keep in mind that clicking OK while reviewing the data selection or sequence when accessing it through the row exit saves it as an override; therefore it is good practice to press cancel rather then OK if no data selection and sequence changes have been made and the information should be based on the report template.

When data selection or data sequencing options are accessed from the Version Prompting form when the version is submitted, values entered during submission are runtime only data selection and sequence and the values are used for processing only. Any changes made are not saved with the version specifications.

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