Feature Migration Summary Page

Overview

The Feature Migration History page displays all 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.

Feature Migration History with Community and Standard tabs

From this page, you can:

1. View templates in chronological order.

2. Check the status of each template.

3. Review the latest version of a template.

4. View the last modified timestamp.

5. See the most recent use of each template.

6. Audit the change log.

7. Access and download datasets.

8. Manage templates.

Template list view with management options

Viewing Dataset

Click the View Dataset button to inspect the fetched records. You can choose between JSON and TREE view formats. Both metadata and data object lists are downloadable in ZIP format.

Dataset view options with JSON and TREE modes

Detailed record list in TREE view

Manage Template

Click the Manage button to update or publish your template.

Manage button to access template edit options

Additional Options on the 'Manage Template' Screen

1. Create Version – Create a new version of an existing Feature Migration template.

2. Publish Template – Officially publish a template so it becomes available to nCino customers. Once published, the status changes from Ready-Draft to Ready-Published and the template moves to the Standard tab.

3. Actions:

   • View DataSet – See the record list for each version created. Starting from ARM 22.2, datasets are version-specific.

   

   Version-specific dataset viewing capability

   

   Detailed dataset view per version

   • Clone Version – Quickly generate a new version from an existing template.

   • Version Log – View a history of all changes made to the template.

   • Change Log – Document changes for each version.

   • Delete Template – Permanently remove the template. This action is irreversible.

Template action icons for versioning, logs, and delete