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Include Revision Functionality

Learn how to add revision functionality to a custom form in ProjectTeam.com. By enabling the “Include Revision Functionality” option, administrators can automatically add revision system fields, a Revision History panel, and a button for creating new revisions of existing records.

Overview

Administrators can enhance tracking and version control on their records by adding revision functionality to a custom form in ProjectTeam.com. This feature can only be enabled when creating a new custom form and cannot be added to existing forms. Once the administrator checks the Include Revision Functionality option, the system automatically adds the following:

  • Revision-related system fields (Revision # and Revision Date)
  • Revision History panel
  • "Create New Revision" button on top of each form that allows users to create new revisions of existing records.
  • "Show latest revision only" checkbox on the log view (checked by default)

Revision-enabled custom forms can be created at either the company level or the project level, giving administrators flexibility in designing forms that meet organizational or project-specific requirements. This ensures teams can maintain clear, auditable histories of changes while preserving the integrity of previous revisions.

Add Revision Functionality to Custom Project Form

Note: To add a custom form at the project level, you must be a Project Administrator.

  1. Navigate to the appropriate project click the Project Administration button.
  2. On the Project Administration page, scroll down and click the the Customize Forms option.
  3. The Customize Forms page will open. Click the Add button to create a new custom form.
  4. In the "Add Custom Form" modal, select the New Project Form option to create a new custom form.
  5. A new custom form page will open. Enter the Form Name and verify the Plural of Form Name is correct, then click the checkbox next to "Include Revision Functionality".

  6. Click Save.

Adding Revision Functionality to Custom Company Form

Note: To add a custom form at the company level, you must be a Company Administrator.

  1. Click your name in the main navigation bar and select the My Company option.

  2. Click the Company Form Types option on the left menu.
  3. In the list of existing Company Form Types, click the New button to create a new custom Company Form Type.
  4. The New Form Properties pane page will open. Enter the Form Name and verify the Plural of Form Name is correct. click the checkbox next to "Include Revision Functionality".

  5. Click Save.