You are viewing limited content. For full access, please sign in.

Question

Question

Version Tracking - Is it possible to define a custom scheme?

asked on January 9, 2018

Hi,

I am wondering if it is possible to define a custom scheme for version tracking in Laserfiche. I am looking to create three types of versions, a draft, a major and a minor. The draft is for documents in the development phase and are not ready yet to be published or used by other users. The major is for documents that have gone through major changes or new documents. The minor is for documents that have gone through minor changes. 

Thanks..

0 0

Replies

replied on January 15, 2018

One thing I've seen is for people to use the version history for 'minor' versions, and then use link groups for 'major' versions. Link groups are a collection of separate documents so that handles the case where major versions might be new iterations or documents. 

1 0
replied on January 9, 2018

The versioning system in Laserfiche is simply a sequential collection of documents.  You can use the version comments to indicate when you have reached any relevant milestones.

0 0
replied on January 13, 2018

Something I do is to also include a list field for the current "state" of the document. So in addition to using the version comments for greater detail as Brian suggested, you could have Draft, Major, and Minor, as options in a list type field and the user could set the appropriate value whenever changes are made.

0 0
replied on January 14, 2018

Hi

You can add version comments yes.

A way I think you could use "Custom Versioning" is by making a SQL table with an integer.

Use that value with a workflow to populate a field on your template and give it basically any value you want starting from anywhere and accumulate with any size.

If you know how to do that with SQL - I think you could perhaps create something cool for yourself!

Hope I gave you an idea!

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.