# Feature Migration Summary Page

### Overview <a href="#overview" id="overview"></a>

The **Feature Migration** page lists all the standard or community templates created to date.

* The **Community** tab shows templates that are either in progress or in a draft state.
* Once published, templates move from the **Community** tab to the **Standard** tab, making them available for customers.

From this page, you can:

* View templates in chronological order.
* Check the status of each template.
* Review the latest version of a template.
* View the last modified timestamp.
* See the most recent use of each template.
* Audit the change log.
* Access and download datasets.
* Manage templates.

### **Step-By-Step Guide**

1. The following data is shown on the "Feature Management" page:
   * Source Type (dropdown)
   * Feature name
   * Version
   * Filter (dropdown)
   * Columns (dropdown)
2. Source Type has the following two values:
   * Community
   * Standard

<figure><img src="/files/ieSLevpPShGeU20DnxMn" alt=""><figcaption></figcaption></figure>

3. When the source type is selected as **Community,** those templates that are either in progress or yet to be published (Ready-Draft) will be displayed in the grid.&#x20;
4. When the source type is selected as **Standard**, the published templates that are ready to be used will be displayed in the grid.
5. **Feature Name:** The name of the feature or the template created can be entered here to filter data in the grid.
6. **Version:** The version number can be entered here to filter data in the grid based on the version.&#x20;
7. **Filters:** The data on the grid can be further filtered based on two different filter options available.

<figure><img src="/files/5z50eGxcixFw17WNeJnI" alt=""><figcaption></figcaption></figure>

8. **Status:** The data on the grid can be filtered based on the statuses of different templates created. The following values are available under the status options:
   * Ready published
   * Failed
   * In progress
   * Ready
   * Publishing
   * Time out
9. **Created Date Range:** The data on the grid can be filtered based on the created date of the template.

<figure><img src="/files/EAq1LkG6BksiOs6a9uzN" alt=""><figcaption></figcaption></figure>

10. The following columns can be observed on the grid of this page:
    * **Feature**: Feature Name
    * **Type**: Represents the type of the template selected.
    * **Latest Version:** Represents the version searched.
    * **Last used:** Shows when the template was last used.
    * **Last updated:** Shows when the template was last updated.
    * **Status**: Shows the current status of the template searched.
    * **Actions**: Provides various actions that can be performed on the template. The following actions can be performed on the template:
      * Manage template
      * View data set
      * Version log
      * Change log
11. **Manage template:** Click on this action to access the page where any changes to the created template can be made and/or the template can be published.

<figure><img src="/files/DPgdzodlhB51mZxupQDe" alt=""><figcaption></figcaption></figure>

12. Clicking on "Manage template" will redirect you to the following page.

<figure><img src="/files/fQroYc2DWETQ53g2JKYS" alt=""><figcaption></figcaption></figure>

12. The following actions can be performed on this page:
    * Create new version
    * Publish&#x20;
    * View dataset
    * Version log
    * Change log
13. **Create Version:** Use this option to create a new version for the already created Feature Migration template.

<figure><img src="/files/cMXHmoBcm5rJT5PauYuJ" alt=""><figcaption></figcaption></figure>

12. **Publish**: Click the 'Publish' button to publish the template. Clicking on 'Publish' shows the following prompt for confirmation.&#x20;

<figure><img src="/files/Nc1nOPk37aZ2BWN0DVAL" alt=""><figcaption></figcaption></figure>

13. To allow all nCino customers to access the template, the nCino partner needs to officially publish it. Upon confirmation, the status of the template changes from **Ready-Draft** to **Ready-Published**.
14. A success message will be displayed upon successfully publishing the template.

<figure><img src="/files/Kx22iuwcBNcgpJHpxX6u" alt=""><figcaption></figcaption></figure>

15. **View dataset:** You can view the list of records fetched separately for each version you create.&#x20;

<figure><img src="/files/lhq4l1qPnsfAuCZQbEHr" alt=""><figcaption></figcaption></figure>

16. **Version Log**: Version Log maintains records of all notable changes made to the template. This contains three tables: Bucket, Data, and Publish.

<figure><img src="/files/UXVG5blXHRhGpjJYQS6j" alt=""><figcaption></figcaption></figure>

16. **Change Log:** Documents the change log data for each version.

<figure><img src="/files/hY32djLK8Q6UAcJDlRyg" alt=""><figcaption></figcaption></figure>

16. **Delete Template:** Use this option to delete the template. Caution: this process cannot be undone.

<figure><img src="/files/jy00UJZ8TMxFbUq4PKea" alt=""><figcaption></figcaption></figure>


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