Access previous versions walkthrough

In this video, you will:

  • Discover how you can restore previous versions after you’ve made changes to your scenario and saved multiple times.

Accessing previous versions walkthrough

Workfront recommends watching the exercise walkthrough video before trying to recreate the exercise in your own environment.

As with the previous walkthrough exercises, I’ve already come in and cloned the last filter exercise, and retitled it, accessing previous versions.
Once you’re in the scenario designer, we’re going to add a couple of random modules and save in between. Start by clicking add another module to the right of your create record, and let’s add the set variable module within the tools app.
Give it a quick title, test will do the trick and click OK.
Once you do that, drag and move it up to a new position away from that standard straight line of modules and save. Now, let’s add another module, but disconnect it from the rest. Click add another module, type in repeater, click OK, move it to a new position and then right click the dotted line in between the last two modules and unlink. Save once you’re done.
Before you panic or think I’m crazy, know that down here in your toolbar, hidden under the three-dot menu, there’s an option to restore a previous version. Clicking this, a window will pop up and then you’ll see timestamps for every single time that you saved your scenario previously. Here, if I want to return back to the first version that I saved, I can click on the earliest timestamp and click OK, bringing you back to the scenario where we left off. If I want to return back to the version where I had the set variable added, I can click into the second to last and click OK. Having this option available will become increasingly helpful as you begin to build and test your scenarios. -
After saving your scenario, a new version is available under the three-dot menu should you need to access it in the future. Previously saved scenario versions are only available for 60 days. If you need to access previous versions beyond the 60 days for audit purposes, Workfront recommends saving a blueprint of your scenario and archiving in an agreed location.

Add to your terminology

An image of a watch record and a custom webhook module

Trigger Modules

Trigger modules can only be used as the first module and can return zero, one, or more bundles. These will be processed individually in subsequent modules, unless aggregated.

Polling Trigger (clock on Trigger)—Special capabilities to keep track of the last record processed.

Instant Trigger (lightning bolt on Trigger)—Immediately triggered based on webhook.

An image of a create record and a search module

Actions and Search Modules

Action—Used to perform CRUD (Create, Read, Update, and Delete) operations

Searches—Used to search for zero, one, or more records and returns these as bundles, which will be processed individually in subsequent modules, unless aggregated.

Want to learn more? We recommend the following:

Workfront Fusion documentation