When a workflow creates a new permit version or revision is created, information on is copied forward from the existing permit version to the new permit version is copied forward from the existing permit version. Contacts on the new permit version are combined from both the submission and the existing permit. .
New Permit versions are created when a workflow is added to a submission and the selected workflow template is configured to create a new permit version.
The workflow template can be configured to copy contacts forward in one of two ways:
Copy Contacts from Submission and Previous Permit Version - When selected, the contacts from the previous permit version and the submission are both copied to the new permit version/revision created by the submission.
Copy Contacts from Submission Only - When selected, only the contacts provided in the new submission are copied to the new permit version/revision. The contacts from the previous permit version are not copied.
Merging Contacts from both a Submission and the Prior Permit Version
This section describes the logic applied when when contacts are merged from the submission and previous permit version.
If a contact exists on both the submission and existing permit version that shares the same contact name, the contact information from the submission will be carried forward to the new permit version. All other contacts from both the submission and the existing permit are carried forward onto the new permit version.
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