With the Version History availability in the automation actions list, users can now view key details such as when an automation version was created, launched, or unlaunched.
This helps teams stay informed, review past changes easily, and manage automations with more confidence. Instead of guessing the status of the automation version, users can quickly check the version history and understand the full activity timeline in one place.
Follow the steps below to access the version history in automation.
Step 1: Click “Manage Database” and select “Database” from the dropdown.
Step 2: Click “Additional” and then select “Automations” from the dropdown.
Step 3: Select the preferred automation from the list and click the action list drop down. Click “Version History”.
Step 4: The version history carries information about creation, launch, and unlaunch.
Step 5: The Version History is also available on the automation creation page. You can access it by clicking three dots beside Run Test.
How to Enable Switch to Standard Saving Permission
The Switch to Standard Saving permission controls access to the “Switch To Standard Saving” button on the proposal design side. When enabled, permitted users can switch back to standard savings when needed.
Follow the steps below to enable this permission.
Step 1: On the main menu, click “Users & Roles,” then select “User Profiles.”
Step 2: Select the user profile and click “Edit.”
Step 3: Select “Customers.”
Step 4: Toggle on the “Switch to Standard Saving” permission.
Note: The “Switch To Standard Saving” button will only appear on the proposal side when this permission is enabled.