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John Cardinal
2021-09-29 23:53:18 +00:00
parent ee2c5734ba
commit 772a47842f
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21
docs/8.0/ayanova/docs/ay-biz-admin-import-v7.md
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@@ -31,6 +31,27 @@ For details see the [Authorization roles](ay-biz-admin-roles.md) guide for more
### Clients
* v7 Clients have been renamed to "Customers"
### Schedule markers
Schedule markers are now split into two separate types of objects in v8 corresponding to v7 Schedule markers with a "follow up" object link and those that do not.
V8 migrate will migrate the Schedule marker to the appropriate new object type as follows:
#### Reviews
Schedule markers that are a Follow up type (tied to a particular object) are migrated to the new "Review" type object in AyaNova 8.
Reviews do not have colors or Start or Stop dates so those properties are not directly migrated however the dates do influence some other properties:
The dates are migrated specially depending on if the v7 schedule marker Stop date has passed or not: If the v7 stop date has passed then the v8 Review record has it's "Review" date set to the v7 Start date and it's "Completed" date set to the v7 Stop date. If the v7 stop date has NOT passed then the v8 "Completed" date is left empty and the v8 "Review" date is set to the v7 Start date.
Reviews do not have a Completed checkbox to migrate as it has been superseded by a Completed date, however Reviews are tagged with a Completed Tag if they were completed in v7 in order to preserve that historical information.
#### Reminders
Schedule markers that do not have a follow up link are migrated to v8 as "Reminder" type objects.
All properties are migrated with the exception of the Completed checkbox:
Reminders do not have a Completed checkbox so that property is not migrated however they *are* tagged with a Completed Tag to preserve that information.
### Localized Text / Translation
* In V8 Localized text has been renamed to "Translation".

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docs/8.0/ayanova/docs/ay-start-changes-from-v7.md
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@@ -153,6 +153,20 @@ Migrating Users from AyaNova 7 will automatically set migrated Users to have no
For details see the [Authorization roles](ay-biz-admin-roles.md) guide for more information.
### Schedule markers
In AyaNova 7 there were two types of schedule markers: a regular one and a follow up type. The follow up type was tied to a particular object and provided a button to open that object. The regular type did not have a link to an object. Both had a "Completed" check box.
In AyaNova 8 the Schedule marker has been replaced by two separate objects the "Reminder" and the "Review".
#### Reminder
A Reminder is similar to a regular v7 Schedule marker and can not be tied to a particular object. It's purpose is to provide a place where a Note can be tied to a date and display in the Schedule form. Basically the original core purpose of a Schedule marker.
#### Review
A Review is tied to a particular object and has a Review Date and a Completed date and also displays in the graphical Schedule. It's purpose is to replace the v7 Follow Up feature and is intended for exactly that purpose: to follow up or review the status of a particular object in AyaNova be it a Customer or Unit or some other main object type.
### Record history
In AyaNova 7 there was a Record history feature which would show who created an object and when it was created and who last edited an object and when. No intermediate changes were tracked, in other words you couldn't see any history of changes, only the most recent.
In v8 we have expanded this feature into a full log and renamed it the [Event log](ay-start-event-log.md). Now, (for all major objects) AyaNova will keep a log of every time an object was created, retrieved, updated and deleted and which user did it a log format so you can see a history of who made changes and when.