Merging reports

Reports can be merged on upload, and when a report has to be updated to the latest version when edited by other users in the meantime.

Before a report is uploaded, the Windows version of InfoAsset Mobile checks that the version to be uploaded is the latest version. If this is not the case, the report will not be uploaded and will be marked as being in conflict. This happens typically in the two following scenarios:

• A report has been updated on the InfoAsset Mobile server. The user does not download that report version and then tries to upload an older edited version.
• A user has downloaded a previous report version and edited it. This may have happened if the user has viewed report history and selected an older version for download.

Note that no pre-upload check is performed in the Android InfoAsset Mobile app, and all reports, whether or not they are the latest version, are uploaded.

Reports needing merging are highlighted at upload time:

1. (See Uploading Reports.)

   An Upload failed or Upload partially complete message is displayed.

2. Click OK to close the message.
3. Open the tab where the problematic report is (Saved or Completed tab).

   Conflicted reports are identified by the icon.

4. Open a conflicted report by double-clicking it.

The Merge Reports dialog is displayed.

5. Define the merging options by using the individual Action dropdown list or the global Action for all values dropdown list.
6. To commit your changes, click OK.

The report is opened for verification and, if required, for editing.

7. Save the report.
8. Upload the report.

   The report version becomes the latest version of the report.

9. Repeat the above for every other conflicted report to merge.

Tip: It is possible to remove any report versions that are not the latest and have not been edited by using the Clean Up dialog via the All synchronized previous report versions option.