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How to rebase a task to bring in changes from other tasks which have been promoted within the same project, and also from changes in other projects promoted to MAIN, via rebase of the project. This process keeps tasks synchronized with changes made in other project tasks prior to project promotion, and also (following parent project rebase) with changes made in other projects which have been promoted to MAIN.


StepsReferences

Task divergence.

A task becomes diverged from its project when the project content gets updated after the task was initialized. This usually happens through other tasks being promoted to the project before the task in question can be promoted. When task content becomes diverged from its parent project, the task becomes eligible for rebasing from the project, to synchronise its content with the parent branch changes since the task was created.

Diverged tasks cannot be promoted

Task promotion is not possible whilst a task is diverged, so periodic rebasing is an important aspect of project and task management - ideally as soon as possible following divergence (fewer differences make for simpler content merges).

Attempting to promote a task which is diverged (indicated by an active rebase action button for that task) will trigger a Promote Task pop-up notification that the task and project are not synchronized. The only available action on that notification is to return to the task - the promotion request is blocked.


Task divergence is indicated in two places:

  • In the Dashboard - My Tasks entry, as an active (yellow) Rebase this task from project  icon button in its task row.
  • In an open task, as an active (yellow) Pull new changes from project  icon button in the LH action button panel of the Edit Task view.

Either

From Dashboard - My Tasks, press the Rebase this task from project  icon button in the task row REBASE column.

Or

From the Edit Task view, press the Pull new changes from project  icon button in the LH action button panel.

A "Loading task details..." header notification is presented and the main display panel is cleared.

 

A "Task details loaded" header notification is presented, and the main display panel changes to show a blue "Comparing task to project, please wait just a moment..." full display panel notice (with an animated timer indication that the comparison process is taking place).

If the rebase comparison shows that merging can be completed with no content conflicts, the main display panel changes to show a green "Task and project can be merged without issues, pulling changes in from project..." full display panel notice (with an animated timer indication that the merge process is taking place).

Once the merges are completed, the main display panel changes to show a green a green "Success! Switching to task view in five seconds..." full display panel notice, which closes automatically after five seconds have elapsed (during which the merges are finalised in the task branch content).

If the merge comparison detects conflicting changes in the task branch and the project branch content, then the Concept Merges screen appears when the comparison screen closes.

This presents a list of the concepts that need merge conflicts to be reviewed and resolved in a context tab navigation panel to the left, with a Conflict Resolution display panel to the right (initially this will be blank).

In the Merges To Review tab Press the blue "pencil" icon button to the right of a concept FSN in the concepts list. 

The display panel shows a 3-panel Concept Merge Resolution view, with the Project Version to the left, the Task Version to the right, and between them a Merged Version of the concept needing review for merge resolution.

Pick one of the three versions by pressing the small purple Accept This Version  icon button in its concept header action icons menu.

A "Saving accepted merged concept..." header notification is presented and the version being saved is greyed out.

An "Accepting merged version for concept <SCTID>" header notification is presented.

Saving a merged concept is usually very rapid

These two stages usually happen quickly, so these header notifications may be very brief!

On merge completion a "Merge accepted for concept <SCTID>" header notification is presented (where <SCTID> is its SNOMED CT Identifier), the display panel is cleared, the concept FSN is removed from the Merges To Review list, and it is added to the Merges Accepted list in the context tab navigation panel.

Repeat the concept merge resolution steps for every concept in the Merges To Review list, until the list is empty.

On accepting the final concept merge, the context tab navigation switches to the Merges Accepted list, and a Finalize Merges action button is presented below the list of accepted concepts. At this stage the Merges To Review list is empty (although still available as a context panel tab).

Press Finalize Merges to complete the rebase concept merges process and persist the changes in the task branch content.

An "Applying merged changes..." header notification is presented whilst all the accepted merge changes are saved to the task branch content.

Once the merges are completed, the main display panel changes to show a green  a green "Success! Resolved merges applied. Switching to task view in five seconds..." full display panel notice, which closes automatically after five seconds have elapsed (during which the merges are finalised in the task branch content).

The Task View is reloaded, with the LH menu panel Pull new changes from project  (rebase task) button now disabled (greyed out).

Any concepts loaded into the edit panel which were updated during the merge process now show the newly merged version of their content.

The Dashboard - My Tasks view REBASE column icon for this task will also now be inactive.

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