Create a new revision of a custom note

Procedure

1. Select the custom note revision for which you want to create a new revision and choose File→Revise. The Revise dialog box appears.
2. (Optional) In the Define the basic information for the new item revision pane, type the name of the new revision.
3. (Optional) Type a description of the revision and choose a unit of measure for the revision.
4. Click Next. The Define additional item revision information pane is displayed.
5. (Optional) Enter values for the note revision attributes.
6. Click Next. The Define attached objects pane displays the source revision and attachments and the destination revision and attachments. By default, all objects are copied forward to the new (destination) revision.
7. (Optional) Click the Copy as object option set button to the right of each object in the revision tree and select the desired copy option:

Icon	Description
Don't Copy	Allows you to selectively copy objects from one revision to another. Objects that are designated as Don't Copy appear with a line through them in the Destination tree.
Copy as Object	Creates a new object of the same type and relation to the parent object. Objects created by this method are totally independent of the parent object. Therefore, any changes to the copied object are not reflected in the original object. Copied objects appear in bold in the Destination tree and can be renamed.
Copy as Reference	Copies the object as a reference to the original object. All changes to the reference copy affect the original object. The names of attachments that are copied as references cannot be modified.

8. Click Next. The Select projects or programs that you want to assign new object to pane is displayed.
9. (Optional) Assign the new revision to a different project or program.
10. Click Next. The Select open option and alternate id display option pane is displayed.
11. (Optional) Set the open, display, or checkout option for the new revision.
12. Click Finish.

The new revision is created as a copy of the previous revision object. The new revision is independent of the source revision. Modifications to the new revision are not reflected in the source revision, which allows you to edit the note text for each revision.