Make changes to a workflow, track its history, and ensure your workflow is error-free before running it using workflow versioning.

A workflow version represents the workflow structure with documents and bots at a specific point in time. By saving your one-time document or creating a workflow, you are creating its first version.

If you change the current version of a workflow, a new one will be created. Below are the actions that trigger the creation of a new version.

The creation of a new workflow version will be triggered when you:

Once you try to take any of these actions, a pop-up message will appear notifying you about the creation of the new workflow version. Confirm the creation of the new version by selecting the Edit button.

Once confirmed, the new version will be created with the number.

The following actions in the diagram will trigger the creation of a new version:

The creation of a new version will be triggered if you decide to make the following changes to the bots:

Upon attempting any of these actions, a pop-up message will appear, notifying you about the creation of a new version.

Not all changes in the current workflow version will result in creating a new version. Below are the actions that don't trigger the creation of a new version:

Once a new version is created, it is considered unpublished. You can make as many changes before publishing the new version.

To ensure your version is error-free and works the way you expect, send it as a test to the recipients you've specified.

1.Select the Send as test option.

2. Indicate the desired recipients or your own email.

3. The documents status and progress can be checked on the Status page. Find more information about this option in this article.

Save your changes before publishing the new version and go back to them later.

Open the unpublished workflow version and select the Save and close button.

If you don't need the unpublished workflow version, you can delete it. Open your workflow and select the Delete version option. Confirm the removal of the unpublished version by clicking Delete in the pop-up that appears.

After removal, only the current published version will be available.

When you're ready to apply all changes made to an unpublished version, you are ready to publish it.

Open the unpublished version and select the Publish option.

Teammates with Admin permissions can take different actions on the workflow versions. They can export data from documents into CSV files, search for a specific version using filters, view the workflow version history, and restore them.

To export document data from a specific workflow version into a CSV file, refer to the details in this article.

When searching for a specific document in the workflow version, use filters to narrow and customize your search results.

1.Go to the documents of the needed workflow and click the Filter icon.

2.Select your search parameters, such as the time frame, version number, and more. Then, click Apply.

3.The filter results will be shown based on the parameters you've set.

If you need to start a new search, click the Clear filters button .

You can also use filters to search for a specific bot within a workflow version. Detailed instructions on the bot logs can be found in this article.

You can view and restore previous workflow versions by using the Version history.

2.Go the Three dots menu tab, and select Version history from the dropdown.

3.You will see the list of every workflow version. There will only be one current workflow version. To view the needed version, select the View option.

4. To restore the needed workflow version, select Restore version option.

Along with the restoration a new version of the workflow will be created. These versions come along with a note (which can be modified), allowing you to differentiate them from others.

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