Reverting Data in a Batch�
At certain points, record data values are stored as a �reversion value�. Once changes have been made to the data, it is then possible to revert to these stored values.
It is important to note that the reversion values are only created when the following occurs:
Batch creation
Successful Provisioning
Therefore, consider the following example:
A batch is created with a record containing Field A, containing ABC
Field A is changed to contain 123
Field A is changed again to contain 456
Field A is reverted
Field A now contains ABC
Field A is changed to contain 6970
Record is provisioned
Field A is deleted
Field A is reverted
Field A contains 6970
Change Indicators�
Fields containing data that has been altered from the stored reversion value contain a red indicator in the top-left of the cell.
Additionally, at the left side of the record there will be a circular Revert Record Changes icon. If this is red it denotes there are changes to one or more field(s) on the record.
How to revert data�
Data can be reverted at several locations:
an individual field
an entire record
an entire role
an entire batch
Individual field�
Click on a cell in the table. A menu bar will pop up displaying the possible format options:
Click on the Revert action. The value will change back to the reversion value.
Tip
Hovering the curser over the Revert action will display the previous value that the field will be reverted to.
Entire Record�
Click the circular red Revert icon to the left of a record:
A modal will appear with various options:
Initially all of the fields in the record that are currently visible in the batch are displayed, whether or not they contain changes.To view just the records that contain changes, click Show only the changed values. The current value is shown in the From Value column and the value that will be restored is shown in the To Value column.Tip
Fields that contain changed data will be highlighted yellow.
To include additional and custom fields in the reversion, select the check boxes Revert additional fields and Revert custom fields respectively.Attention
It is possible that no fields are then displayed. This could be because either the changed fields are not currently visible in the batch (see Batch Layout) or because the change(s) have been made to additional or custom field(s).
Entire Role or Batch�
From the Batch List screen, click the Batch Summary button:
A modal will appear showing the roles within the Batch:
Select any Roles you would like to apply the reversion to and click the Actions drop-down.
Select the Revert Changes option. A confirmation modal will be shown, containing options as when reverting an entire record. Additionally, there are options to respect Batch filters and include/exclude reversion of related sections:
(De)Select any desired options and click Revert. Any field(s) that can be reverted within the selected Role(s) will be changed to their stored reversion value(s).