Workflow Version History

Workflow Version History helps Creators preview, audit, or restore previous versions of their Workflows.

Workflow Version History enables the following benefits for users:

Review the links and nodes of a previous workflow to determine what is different from the current version.
Preview an older workflow in Express View.
Restore a previous workflow when issues occur.
Audit a workflow to track changes between UAT and Production builds.

Accessing Workflow Version History

Workflow Version History is located in the Workflow Builder.

To access Workflow Version History:

Locate and open your workflow in the Workflow Builder.
At the top right, click the (ellipsis) button.
Select Version History.

Understanding Workflow Version History

The Workflow Version History page has a similar layout to the Workflow Builder view. The drawer to the left displays the last 200 saved versions of the workflow. Select a previous workflow version to display it on the canvas.

Workflow Version History currently supports the last 200 most-recent saves. Most-recent saves older than the last 200 versions are still retained, but are not available in Workflow Version History at this time.

Version History Drawer

When viewing the Version History page, all versions are collapsed and sorted by date in the Version History drawer. Click a date to display workflow versions saved in that timeframe. Previously saved workflows display a title, date and time of save, and a description of the changes if the Creator provides them during the save process.

An animated gif of a user accessing different workflow versions in the Version History side-bar .

Version History Preview Canvas

The Version History Preview canvas lets you view each node and link present in the selected workflow version. Click on these nodes and links to view additional details, or click Open on Task nodes to view the associated module. Nodes and links displayed on the preview canvas cannot be edited. To edit a previous version, follow the steps in the Restore a Previous Workflow Version section of this article.

A static image displaying the Workflow Version History Preview Canvas, a Screen Task node displays with the Edit and Open buttons highlighted, a side-bar on the right side of the screen displays the Screen Task node's settings.

Previewing a Previous Workflow Version in Express View

Workflow Version History supports more than restoring a previous version. You can use the Preview Version in Express option to view how a saved workflow functions in Express View.

Preview Version in Express is not available for previous workflows that contain validation errors.

To preview a previous workflow from the Workflow Version History menu:

Navigate to and select the workflow version you want to preview.
Click the (ellipsis) button.
Select Preview Version in Express.

Restore a Previous Workflow Version

Restoring an older workflow version creates a copy with the word (RESTORED) next to the title. A restored workflow functions the same as when it was saved. However, modules used in Task nodes remain in their current version.

To restore the Workflow to a previous version from the Workflow Version History menu:

Navigate to and select the Workflow version you intend to restore.
Click the (ellipsis) button.
Click Restore. A modal displays.
Click Yes, Restore. The page refreshes, and the workflow is restored to the selected version in the Workflow Builder. Workflow Version History displays (RESTORED) next to the affected workflow title.