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Last updated:March 25, 2025

Workflow Versioning Explained

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The Workflow designer allows you to save a temporary copy of a workflow and publish it when it has been validated and successfully tested for execution by the Workflow engine.

The ability to work on a temporary version is intended for use during the design and testing phases.

Versioning allows you to make changes to workflows without immediately publishing them. You can test draft versions while the version currently in use remains unchanged. Version control is also key to compliance and audit readiness, as it provides a permanent and granular view of how your workflows have changed, and when and by whom the changes were made.

Versioning FAQ

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The Admin role with View and Edit permissions for the workflow section is required to use version control. 

To find a list of versions, open the Workflows main page and expand the workflow you want to check out.

Versions are always incremented in whole numbers. There are currently no small increments.
Exceptions, where you may discover smaller increments, are the workflows that we provide by default.

Example:
2.0.0 -> 3.0.0

You can publish a new workflow version in the bottom bar of the Workflow designer by clicking the Publish button when editing a workflow. The buttons are only visible when editing a workflow. You may not have edit permissions , if you do not see those buttons while having a workflow opened.

When you publish a new version, all objects created after the version is published will use that version. All objects created before will use the previous version.

Version control entries are not copied over when you clone a workflow.

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