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Versioning Records in RDM

RDM supports record versioning, that is, creating multiple versions of the same record with different validity intervals. Validity intervals are stored in so-called business date columns, which are assigned in table properties.

Validity intervals of a child record must correspond to those of the parent record.

Example

This RDM table shows record versioning for a machinery part whose code changed on 2015/03/14. The value was registered in advance before it became valid (for example, on 2015/02/15 when the change information became available).

The GID attribute groups the same records with different values across different intervals.

[ Id ] [ Gid ] Part Specification Valid From Valid To

33

1

QIX-102-A

2000-01-01

2015-03-13

34

1

QIX-201-C

2015-03-13

2099-01-01

Create a new record version

To check whether a table has business date columns configured, select Description from the toolbar.

To create a new version of the record:

  1. Select a record and then Action > Split rows.

  2. Keep Use selected rows selected and select OK.

  3. Choose the versioning option.

  4. Select OK to finish.

Versioning options

We’ll use this sample record to illustrate how new record versions are created using different versioning options.

[ Id ] [ Gid ] Part Specification Valid From Valid To

33

1

QIX-102-A

2000-01-01

2015-03-13

Before selected record version

Creates a new record with Valid From set to the minimum date defined in the RDM backend. It is used typically when aligning the beginning of validity for all records in a table to a specific date.

With minimum date set to 1900-01-01:

  • The original record version interval remains unchanged.

  • The new version becomes valid at the predefined minimum date and stops immediately before the original version starts.

When [ State ] [ Id ] [ Gid ] Part Specification Valid From Valid To

Before

/

33

1

QIX-102-A

2000-01-01

2015-03-13

After

/

33

1

QIX-102-A

2000-01-01

2015-03-13

New (green dot)

34

1

QIX-201-C

1900-01-01

2000-01-01

After selected record version

Creates a new record with Valid To set to the maximum date defined in the RDM backend. It is typically used when aligning the end of validity for all records in a table to a specific date.

With maximum date set to 2099-12-31:

  • The original record version interval remains unchanged.

  • The new version becomes valid immediately after the original version ends and stops at the predefined maximum date.

When [ State ] [ Id ] [ Gid ] Part Specification Valid From Valid To

Before

/

33

1

QIX-102-A

2000-01-01

2015-03-13

After

/

33

1

QIX-102-A

2000-01-01

2015-03-13

New (green dot)

34

1

QIX-201-C

2015-03-13

2099-12-31

Custom (as valid from)

Creates a new record version beginning or ending with a specific date. The outcome depends on where the date falls relative to the original validity interval.

There are three main scenarios:

  • The entered date is within the original record’s validity interval.

  • The entered date is before the validity interval start.

  • The entered date is after the validity interval end.

Within the interval

With 2002-06-06 as the entered value:

  • The original record version end of validity changes from 2015-03-13 to 2002-06-06.

  • The new record version spans 2002-06-06 (entered value) to 2015-03-13 (from original).

When [ State ] [ Id ] [ Gid ] Part Specification Valid From Valid To

Before

/

33

1

QIX-102-A

2000-01-01

2015-03-13

After

Changed (orange dot)

33

1

QIX-102-A

2000-01-01

2002-06-06

New (green dot)

34

1

QIX-201-C

2002-06-06

2015-03-13

Before the FROM date

With 1999-01-01 as the entered value:

  • The original record version remains unchanged.

  • The new record version spans 1999-01-01 (entered date) to 2000-01-01 (original version start).

When [ State ] [ Id ] [ Gid ] Part Specification Valid From Valid To

Before

/

33

1

QIX-102-A

2000-01-01

2015-03-13

After

/

33

1

QIX-102-A

2000-01-01

2015-03-13

New (green dot)

34

1

QIX-201-C

1999-01-01

2000-01-01

After the TO date

With 2015-09-01 as the entered value:

  • The original record version remains unchanged.

  • The new record version spans 2015-03-13 (original version end) to 2015-09-01 (entered date).

When [ State ] [ Id ] [ Gid ] Part Specification Valid From Valid To

Before

/

33

1

QIX-102-A

2000-01-01

2015-03-13

After

/

33

1

QIX-102-A

2000-01-01

2015-03-13

New (green dot)

34

1

QIX-201-C

2015-03-13

2015-09-01

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