Workflow versioning is beneficial for creating, storing, and managing multiple iterations of the same workflow. It allows for the gradual implementation of changes without disrupting ongoing processes.
Version History
To access workflow versions:
1
Go to Workflow Builder module
Click on the Workflow Builder menu item.
2
Select a workflow record
It opens a sidebar with workflow details.
Version History is available in the sidebar. The version number is displayed in the Version column in the workflow details sidebar.
The Padlock icon in the Workflow Version History.
A padlock icon indicates a previously published version that is read-only and cannot be edited. Once published, a version is locked to ensure production workflow versions remain unchanged.
Creating a new workflow version
To create a new workflow versions:
1
Go to Workflow Builder module
Click on the Workflow Builder menu item.
2
Select a workflow record
It opens a sidebar with workflow details. Version History is available in the sidebar.
3
Under the Version History section, select Create Copy
In the Actions column, click the three dots icon and select Create Copy. This generates a new version of the selected workflow, each receiving an incremental version number.The new version can be modified independently, leaving other versions, including the published one, unaffected.
