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Workflows Version History & Restore

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Written by Noah Abramowitz
Updated over 4 months ago

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.

  • Preview/diff example

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.

Save Version entry points

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 to use it (step-by-step)

  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.

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