Why This Matters

Automations take repetitive work off your plate so your team can focus on selling and serving customers. Set it up once and let SubcontractorHub handle the busywork.

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.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

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 6

On the main menu, click "Users & Roles," then select "User Profiles."

Step 7

Select the user profile and click "Edit."

Step 8

Select "Customers."

Step 9

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.

Additional Screenshots

These additional screenshots show the complete workflow:

Pro Tips

💡 Automation tip: Start simple and add complexity once you've confirmed the basic flow works.
🔄 Monitor it: Check your automation history to catch any failed runs early.
📋 Name clearly: Use descriptive names so your team knows what each automation does.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Automation not triggering	Check that the trigger conditions are met and the automation is turned on. Review the automation history for error details.

Last updated: 2026-07-23 · Source: How to Access Version History in Automation?