This document explains how to use the revision editing feature for Bundles within Copilot. Revision editing allows you to make changes to specific versions of a Bundle, whether they are live, scheduled, or unpublished.
If you are looking to know how to edit past revisions in Articles and Galleries,
You an find that here - https://intercom.help/formation/en/articles/10865127-editing-article-and-gallery-revisions.
Understanding Revisions
Every time a Bundle is updated and saved, a new revision is created. This allows you to track changes, revert to previous versions, and stage updates effectively. Each published/scheduled/unpublished revision is timestamped and associated with the user who made the changes.
Viewing Revision History
Navigate to the Bundle you want to edit.
Click on the three dots before the Preview button on the top right.
Click on Publish History to open the publish modal
You will see a list of revisions for that Bundle, including:
Date and time of creation
Author
Status (Published, Scheduled, Unpublished)
The currently live version will be clearly indicated with a check mark and a scheduled revision will be indicated with an hourglass symbol. The version you are viewing is indicated by a blue eye.
Editing a Revision
In the Publish History, locate the revision you wish to edit.
Click on the three dots that are corresponding to the revision to load it into the editor.
Important: Editing a past revision will not change that past revision. Instead, it will create a new draft revision with your changes.
Make your desired changes to the Bundle's content and configuration.
Your new draft will be ready to Save and Publish after you have made the changes.
Saving Changes: Only after you Save the changes will you see a Publish button.
And when you hit Publish, you will publish the new draft revision, making it the live version of the Bundle. The previous live revision will be archived in the revision history. (This will not override/erase previous revision)
And when you Schedule This will schedule the new draft revision for publication at a specified date and time.
Always Save your changes before you move to different revisions to edit
Key Considerations
Editing Previously Published or Scheduled Revisions: When you edit a previously published or scheduled revision, you are not directly modifying that past version. Instead, you are creating a new draft revision based on the content of that past version. This ensures that your historical data is preserved.
Empty Revisions: You can publish or schedule a revision that has no content changes. This will be helpful if you simply want to revert to a previous revision. (This will still create a new revision and your past version is still not overridden)
FAQ
What happens if I edit a live revision? You won't directly change the live version. You will create a new draft revision based on the live version. You can then review and publish this new revision.
Can I revert to a previous revision? Yes, you can view the Publish History and choose the revision you wish to edit. Click Edit from the three dot menu on the Version you wish to restore and make any changes you wish to and hit Save and Publish.
How do I know which revision is currently live? The live revision is clearly marked in the Publish History with a check mark.
How do I know which revision I am currently viewing? The revision you are currently viewing is indicated by a blue eye next to the event. If there is no blue eye next to any event, you are looking at a version that was never live/scheduled.
Need More Help?
If you have any questions or encounter issues Editing Bundle Revisions, don't hesitate to reach out to our friendly product support team via the Copilot chat bubble. They're happy to assist you!