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About Versions

Every time you activate a workflow, a new version is created. This allows you to track changes over time and revert to previous configurations if needed.

Version Statuses

StatusDescription
DraftBeing edited, not yet published
ActiveLive version responding to triggers
DeactivatedPreviously active but manually stopped
ArchivedPast versions kept for history

Working with Drafts

When you edit an active workflow, your changes are saved as a draft. The active version continues to run while you work on updates. Once you’re done editing, you can:
  • Activate: Publish the draft as the new active version (the previous version is archived)
  • Discard: Delete the draft and keep the current active version

Version History

Viewing Past Versions

  1. Open the workflow
  2. Click the Versions tab
  3. See all previous versions with timestamps

Restoring a Version

  1. Find the version you want to restore
  2. Click Use as draft
  3. The version is copied to a new draft
  4. Make any necessary updates
  5. Activate when ready

Best Practices

Version Management

  • Activate only when ready for production
  • Keep meaningful changes between versions
  • Document major changes in workflow names or descriptions
  • Test in draft mode before activating

Reverting Changes

  • If a new version causes issues, restore the previous version
  • Use the version history to track what changed
  • Always test restored versions before activating

Common Workflows

Quick Edit

  1. Make minor changes to an active workflow
  2. Test in draft mode
  3. Activate the new version

Major Revision

  1. Use the previous version as a starting point
  2. Make significant changes in draft
  3. Thoroughly test all scenarios
  4. Activate when confident

Rollback

  1. Identify the issue with the current version
  2. Find the last working version in history
  3. Click Use as draft
  4. Activate to restore the old behavior