Creating and Comparing Workflow Snapshots

The workflow snapshot feature allows you to record the state of a workflow before you make additional edits. You can then compare an earlier snapshot to a later one to see what changes you and other users have made over time.

Creating Workflow Snapshots

In this first procedure, you create workflow snapshots.

  1. Click Workflows in the top menu.
  2. Select the checkbox next to one or more workflows.
  3. In the upper blue navigation menu, click the Create Workflow Snapshot icon ().
  4. Enter the name and optional comments, then click Create Revision.
  5. After making changes to the workflow (or workflows, if you selected more than one), select the same one or more workflows, and again click the Create Workflow Snapshot icon.
    Repeat this step as needed to create additional snapshots.

Comparing Workflow Snapshots

In this procedure, you compare the workflow snapshots that were created above.

  1. Click Workflows.
  2. In the left navigation menu, click Workflow Snapshots.
  3. Select two snapshots in the list, and click Compare.
  4. An image of the workflow appears, with highlights indicating any changes to the workflow from one snapshot to the other. Below the image is a text description of the changes.
    If the snapshot includes more than one workflow, click the dropdown to select a particular workflow and view the comparison of snapshot versions for it.
  5. Click Workflows in the top menu.