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Patient Copilot Help Center

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.

Screenshot

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.

Screenshot

Unsaved changes confirmation

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)Version list 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.Restore / create new workflow 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.