Now that the case form is entirely customizable, we’ve implemented Case Versioning to ensure case history is preserved and enable admins to easily compare versions over time.
How does versioning work?
Each time a case is edited a new version of the case is generated. This means that:
- Upon editing a case you can compare the new version to the previous version and see which admin made changes
- You can make high level changes to the case form configuration while preserving data on existing cases
The Original version
The original version of the case is always retained regardless of edits made to the case or changes made to the case form configuration.
The Latest version
The latest reflects the most recent changes made to the case.
You can easily toggle between the Latest Version and Original Version or select from the dropdown to view additional versions.
To compare changes between versions, select the version you wish to compare and click ‘View changes’
You will see case answers for the version selected as well as the changes made between the selected version and the previous version, along with the admin’s name and date/time stamp indicating when the case was modified.
You can export any desired version of the case for legal purposes. Just first select the version you wish to export.
Data and Filters:
The most recent version of the case is the one that will be reflected in charts and filters.
One exception is if case form configuration is edited and a question with collected responses is removed. In this instance, we will include historical answers to this question when filtering or generating charts.