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How template versioning works

Learn about how template versioning works in Dashpivot

Sam avatar
Written by Sam
Updated this week

The template versioning starts at version 1, when you first create a template. If you edit a template and save changes (by adding/removing fields, renaming or rearranging fields, changing the template settings, or changing the workflow columns), the template version will up-rev ie. version 2, 3, 4, etc.

Downloaded PDFs

When you download a form in Dashpivot as a PDF, the template version information is displayed in the header of the PDF. This allows you to keep track of the versioning when the form is taken out of the system, since subsequent changes can still be made online in Dashpivot, but will not be reflected on the downloaded PDF.

Template Versioning - System Update

This system update is a clean up of the notification logic within templates that updates the versioning of the template. This change was made in preparation for the actions feature.

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