Workflows: Version History & Restore

UseTrack, compare, and roll back workflow edits with ease. The redesigned Version History to reviewsidebar, one-click restores, and smart version labeling give you total confidence while building automations—all without extra cost. * * * ## What is Workflow Version History? Version History is Patient Copilot’s built-in timeline of every saved state of your workflow. Each entry records who edited it, the exact time stamp, and whether the version was a draft or published build. With the 2025 revamp, you can browse, filter, and restore past versions of a workflowin seconds, eliminating guesswork and restore any version as a new draft, your live workflow doesn’t change until you Publish. This follows the same draft → publish model used across Workflow.risky re-builds. * * * ## Key Benefits of Workflow Version History - Instant peace of mind—jump back to any of the last 10 versions (or 30 days) in one click.

• Team accountability—see every editor’s includedname and the moment they saved.
• Flexible recovery—convert a past version into a fresh draft or an entirely new workflow.
• Zero learning curve—clean sidebar UI with chronological labels (v12, v13, v14…).
• Part of the Editing Trifecta—works alongside Auto-Save and Undo/Redo at no extra cost. Use Version History to review past versions of a workflow and restore any version as a new draft, your live workflow doesn’t change until you Publish. This follows the same draft → publish model used across Workflow. * * * ## What’s included Version History Revamp - Every saved version now captures your workflow at a specific point in time — including editor, timestamp, and workflow status (Draft or Published).
• Easily browse up to 10 versions or 30 days of version history, organized and filterable by editor. Restore Previous Versions - Click Restore beside any version to reopen it as a new draft.
• You can even create a new workflow from a previous version. Enhanced Browsing Experience - The new Version History Sidebar gives a clean, chronological overview with quick filters and clear version labels (v12, v13, v14…).
• Find exactly what you need — no guesswork, no clutter.!(https://assets.patientcopilot.ai/ceac2604d28767cd.png) * * * ## How Version History is created Version History automatically records versions at key moments: - When you click Save manually
• When you confirm changes in the Unsaved Changes pop-up
• When you use Save Version in the workflow
• When the workflow status changes (e.g., Draft → Publish or Publish → Draft) Auto Save note: routine auto-saves do not create new versions by themselves. To capture your current state as a version, click Save Version—this snapshots your latest auto-saved changes into Version History.!(https://assets.patientcopilot.ai/3cd4746876192f93.png) * * * ## Browse versions Open Version History to see your saved entries, organized by time and editor. Each entry shows: - Workflow name - Version number (e.g., v12, v13, v14) - Timestamp - Editor - Status (Draft or Published) You can: - Filter by editor - View up to 10 versions or 30 days of history (whichever comes first) * * * ## Restore or create from a version - Click Restore next to any previous version to reopen it as a new draft. - Your Published workflow remains unchanged until you Publish the restored draft. - Or choose Create new workflow from version to branch into a separate workflow without touching the original. When restoring: - The workflow must be in Draft. - There must be no enrolled contacts currently in the workflow. - The restored state becomes a new version—all prior versions remain available. * * * ## How Versions Are Created 1. Open a workflow and click the Version History icon in the sidebar. 2. Browse saved versions by timestamp and editor. 3. Click Save Version to snapshot your current auto-saved state. 4. Select any version → Preview (and Compare, if supported). 5. Click Restore to create a new draft, or Create new workflow from version for branching. 6. Test your draft and Publish when you’re ready. * * * ## Best practices - Name versions at milestones (e.g., “Added enterprise branch,” “Updated welcome sequence”).
• Coordinate editors—use Save Version before large changes.
• Use Preview / Compare to validate differences before restoring.
• Branch safely with Create new workflow from version when you want to explore big ideas without touching the current build. * * * ## Notes & limitations - Draft → Publish: Restoring creates a new draft. You must Publish to push it live. - Undo/Redo resets after restore. Once you restore a version, your session history starts fresh from that draft. - Auto Save scope: Auto Save covers canvas edits; some configuration panel edits may still require their own save/apply (v1). - Retention: Version History keeps up to 10 versions or 30 days - Validation to restore: Workflow must be Draft with no enrolled contacts. - Availability: At launch, Version History is available via Labs Beta. Enable it in Settings → Labs for your account.