Version control for RPA workflows

Review, track, and restore published versions of your RPA workflow project using the Change history panel in Studio Web in Automation Suite.

The Change history panel lets you view, track, and restore the published versions of your standalone RPA workflow project — a project not part of a solution. Version control is managed via snapshots in the Change history panel.

Contrôle de version dans l’espace de travail Cloud

Version control for standalone RPA workflow projects is handled within the Change history panel through snapshots. You can think of snapshots as "checkpoints" of the project at various stages in its development.

Snapshot types

Il existe plusieurs types d'instantanés :

1. Current version: The current (latest) version of the project. It appears at the top of the list in the Change history panel.
2. Instantanés manuels: instantanés créés manuellement par les utilisateurs. Ils ont un nom et une description facultative. La sélection ou le survol d'un instantané manuel affiche le nom de son auteur et la date de création. Ne peut être ouvert qu’en mode lecture seule.
3. Publish snapshots: Snapshots created automatically each time the project is published. Their name is the published version number. Hovering over a publish snapshot shows the name of its author and when it was created. Can only be opened in read-only mode.
   Remarque :

   All snapshots, including manual ones, are available for anyone who has access to the project.

Panneau Historique des modifications

The Change history panel lists all snapshots chronologically, showing their:

• Version number and description.
• Auteur et horodatage (par exemple, « il y a 2 mois par John Doe »).
• Title (for example, "Stable build before testing integration").

You can use the Filter button to control which types of snapshots appear in the Change history panel.

When you select a snapshot from the panel, you are viewing the project as it existed at that particular point in time. A temporary banner message appears when browsing a past snapshot, informing you that you are viewing a past version of the project in read-only mode.

Creating a snapshot

Pour créer un nouvel instantané manuel :

1. Open the Change history panel.
2. Select the action menu for a version entry.
3. Select Create snapshot.
4. Saisissez un nom pour votre instantané.
5. (Facultatif) Entrez une description.
6. Select Create. The new snapshot is created and added to the Change history panel.

Restoring from a snapshot

One of the main features of snapshots is the ability to restore the project to a particular point in time, including to a previously published version. Restoring overwrites the current project state, so a confirmation dialog appears before the restore is applied.

Remarque :

Restore is not available for local workspace projects. The version list is empty for projects stored locally on your machine.

To restore an RPA workflow project to a previous version:

1. Open the project in Studio Web.
2. Select the Open version control icon on the upper-left side of the designer to open the Change history panel.
3. Select the Restore button on the version entry you want to restore to. A confirmation dialog appears.
4. Select Restore to confirm. The project reloads and opens at the restored version.