[DRAFT - Project - X] of Feature Migration Summary Page

Overview

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

Step-By-Step Guide

1. The following can be observed under the "Feature Management" page

   • Source Type (drop down)

   • Feature name

   • Version

   • Filter (drop down)

   • Columns (drop down)

2. Source Type has the following two values

   • Comunity

   • Standard

1. 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.

2. When the source type is selected as Standard, the published templates that are ready to be used will be displayed in the grid.

3. Feature Name: The name of the feature or the template created can be entered here to filter out data in the grid

4. Version: The version number can be entered here to filter out the data in the grid, based on the version

5. Filters: The data on the grid can be further filtered out based on two different filter options available

1. 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

   1. Ready published

   2. Failed

   3. In progress

   4. Ready

   5. Publishing

   6. Time out

2. Created Date Range: The data on the grid can be filtered based on the created date of the template

1. 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 serched for

   • Last used:

   • Last updated: Shows when the template was last updated

   • Status: Shows the current status of the template searched for

   • 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

2. 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

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

1. The following actions can be performed on this page

   1. Create new version

   2. Publish

   3. View dataset

   4. Version log

   5. Change log

2. Create Version: Use this option to create a new version for the already created Feature Migration template.

1. Publish: Click publish button to publish the template. Clicking on publish will shows the following prompt for confirmation. Click on the publish button to successfully publish the template.

2. 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.

1. A success message will be displayed upon successfully publishing the template.

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.

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

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

1. Delete Template: Use the option to delete the template. This process cannot be undone.