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Workflow builder

How to view a workflow's previous versions and roll back

Inside the workflow, open Version History. Each saved version shows who edited it, when, and whether it was a draft or published. Click Restore next to a version to reopen it as a new draft; the published workflow only changes when you publish again. Use Save Version before big changes.

Updated on

Before you start

  • If you can't find Version History in the builder, enable it under Settings › Labs.
  • To restore, the workflow must be in draft and have no contacts going through it at that moment.
Where to find it

Automation › Workflows › (open the workflow) › Version History

Step by step

Save a version before editing

  1. Open the workflow.
  2. Click Save Version. The version is added to the history with the next number (v12, v13…), the time and your name.
  3. Make your changes with peace of mind: the builder's auto-save doesn't create new versions; only the Save button, Save Version, confirming unsaved changes and a status change (draft ↔ published) do.

View and restore a previous version

  1. Open the workflow and click Version History.
  2. In the sidebar, see the list in time order: version number, date and time, who edited and the status (draft or published). You can filter by editor.
  3. Find the version you want to go back to.
  4. Click Restore. The version opens as a new draft; the published workflow stays as it is until you publish this draft.
  5. Review the canvas and click Publish when you're sure.
  6. Alternatively, choose Create new workflow from version to make an independent copy without touching the original.

Tips

  • The history keeps the last 10 versions or 30 days, whichever comes first. For important milestones, save a version and note what changed (e.g. "new welcome sequence").
  • After restoring, undo/redo starts fresh from that draft.
  • Changes apply to contacts already in the workflow when they reach the edited steps. A contact sitting in a Wait action finishes the wait with the old duration and only then continues through the new actions.

Common problems

  • The Restore button doesn't work → The workflow is published or has contacts going through it. Switch it to draft and wait until no contacts are in progress.
  • I can't see yesterday's version → Only manual saves, Save Version and status changes create versions; auto-save doesn't. Also check whether the 10-version or 30-day limit has passed.
  • I restored but the published workflow didn't change → That's expected: restoring creates a draft. Click Publish to put it live.
  • I can't find Version History → Enable it under Settings › Labs.

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