Workflows: Version History & Restore

UseTrack, compare, and roll back workflow edits with ease. The redesigned Version History to review sidebar, one-click restores, and smart version labeling give you total confidence while building automations—all without extra cost.

TABLE OF CONTENTS

• What is Workflow Version History?
• Key Benefits of Workflow Version History
• What’s included
• How Version History is created
• Browse versions
• Restore or create from a version
• How Versions Are Created
• How Workflow Changes Effect Contacts Already in Progress
• Best practices
• Notes & limitations

What is Workflow Version History?

Version History is Chat To Clients CRM’s built-in timeline of every saved state of your workflow. Each entry records who edited it, the exact time stamp, and whether the version was a draft or published build. With the 2025 revamp, you can browse, filter, and restore past versions of a workflowin seconds, eliminating guesswork and restore any version as a new draft, your live workflow doesn’t change until you Publish. This follows the same draft → publish model used across Workflow.risky re-builds.

Key Benefits of Workflow Version History

• Instant peace of mind—jump back to any of the last 10 versions (or 30 days) in one click.
  
  
• Team accountability—see every editor’s includedname and the moment they saved.
  
  
• Flexible recovery—convert a past version into a fresh draft or an entirely new workflow.
  
  
• Zero learning curve—clean sidebar UI with chronological labels (v12, v13, v14…).
  
  
• Part of the Editing Trifecta—works alongside Auto-Save and Undo/Redo at no extra cost.

Use Version History to review past versions of a workflow and restore any version as a new draft, your live workflow doesn’t change until you Publish. This follows the same draft → publish model used across Workflow.

What’s included

Version History Revamp

• Every saved version now captures your workflow at a specific point in time — including editor, timestamp, and workflow status (Draft or Published).
  
  
• Easily browse up to 10 versions or 30 days of version history, organized and filterable by editor.

Restore Previous Versions

• Click Restore beside any version to reopen it as a new draft.
  
  
• You can even create a new workflow from a previous version.

Enhanced Browsing Experience

• The new Version History Sidebar gives a clean, chronological overview with quick filters and clear version labels (v12, v13, v14…).
  
  
• Find exactly what you need — no guesswork, no clutter.

How Version History is created

Version History automatically records versions at key moments:

• When you click Save manually
  
  
• When you confirm changes in the Unsaved Changes pop-up
  
  
• When you use Save Version in the workflow
  
  
• When the workflow status changes (e.g., Draft → Publish or Publish → Draft)
  
  

Auto Save note: routine auto-saves do not create new versions by themselves.
To capture your current state as a version, click Save Version—this snapshots your latest auto-saved changes into Version History.

Browse versions

Open Version History to see your saved entries, organized by time and editor.

Each entry shows:

• Workflow name

• Version number (e.g., v12, v13, v14)

• Timestamp

• Editor

• Status (Draft or Published)

You can:

• Filter by editor

• View up to 10 versions or 30 days of history (whichever comes first)

Restore or create from a version

• Click Restore next to any previous version to reopen it as a new draft.
  
  

• Your Published workflow remains unchanged until you Publish the restored draft.
  
  

• Or choose Create new workflow from version to branch into a separate workflow without touching the original.

When restoring:

• The workflow must be in Draft.
  
  

• There must be no enrolled contacts currently in the workflow.
  
  

• The restored state becomes a new version—all prior versions remain available.

How Workflow Changes Effect Contacts Already in Progress

Contacts already progressing through a workflow can use updates made to upcoming actions.

For example, if a contact is currently in a Wait action and you update an action that comes after it, the contact uses the updated action when it reaches that step. If you add a new action after the Wait action, the contact can also execute the new action as part of the same workflow journey.

Changing the Wait action itself does not update the existing wait for contacts already in that step. Those contacts complete their current wait before continuing through the updated workflow.

Best practices

• Name versions at milestones (e.g., “Added enterprise branch,” “Updated welcome sequence”).
  
  
• Coordinate editors—use Save Version before large changes.
  
  
• Use Preview / Compare to validate differences before restoring.
  
  
• Branch safely with Create new workflow from version when you want to explore big ideas without touching the current build.

Notes & limitations

• Draft → Publish: Restoring creates a new draft. You must Publish to push it live.
  
  

• Undo/Redo resets after restore. Once you restore a version, your session history starts fresh from that draft.
  
  

• Auto Save scope: Auto Save covers canvas edits; some configuration panel edits may still require their own save/apply (v1).
  
  

• Retention: Version History keeps up to 10 versions or 30 days
  
  

• Validation to restore: Workflow must be Draft with no enrolled contacts.
  
  

• Availability: At launch, Version History is available via Labs Beta. Enable it in Settings → Labs for your account.