Smartform Iterations – Saved and Displayed Values

Modified on Thu, 21 Aug at 3:55 PM

Smartform Iterations are a key function in PPM whereby users can snapshot data at a point in time and reference back to it later.  

This feature introduces the following changes to the Iteration functionality: 

  • Custom field of type Financial Summary is included in the saved data set with its point in time values 

  • For auditing purposes, iterations must remain and appear exactly as they were at the time of submission. Moving forward, a field will only be displayed in an iteration if the data point existed on the page at the time of submission. For example, if an iteration includes Custom Fields A and B, and Field C is later added, Field C will not appear in the existing iteration since it did not exist at the time of submission. 

 

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