Feature Migration Summary Page


The Feature Migration History page lists all the standard or community templates that are created to date.

The Community tab contains those templates that are either in progress or yet to be published (Ready-Draft). Once it is published, the template moves from the Community to the Standard Tab and is ready for customers to use.

On this page, you can:

  1. View the template created in chronological order.

  2. See the status of the template.

  3. Review the latest version of the template.

  4. Check the time/date stamp of the template last modified.

  5. Observe the last template used.

  6. Audit the change log details.

  7. Evaluate the dataset: View the list of records that were fetched and download the records locally (if required).

  8. Manage your template.

Viewing Dataset

Clicking on the View Dataset button will allow you to see the list of records that were fetched. You can view them either in JSON view or TREE view. There is also a provision to download both metadata and data objects list to your local machine. The file is downloaded in ZIP format.

Manage Template

Click on the Manage call-to-action button to make necessary changes to your created template or get the template published.

Additional Options on the 'Manage Template' screen

  1. Create Version: The user can create a new version for the already created Feature Migration template.

  2. Publish the template: To allow all the 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. The template can now be found under the Standard tab.

  3. Actions:

    1. View DataSet: You may now view the list of records fetched separately for each version you create. Prior to the ARM 22.2 release, you could only see the records for the most recent version. With this release, the feature is enhanced for each version created.

    2.Clone Version: The Clone Version option quickly generates a new version using information from the existing template.

    3.Version Log: Version Log maintains records of all notable changes made to the template.

    4.Change Log: Document the change log data for each version.

    5.Delete Template: Use the icon to delete the template. This process cannot be undone.

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