What is Guide Versioning?
Every time you publish a Guide, a new version is created! This ensures you can track the updates to your guide over time or even revert back to a previous version if needed.
👀 View Previous Versions of Your Guide: At any time, you can view the previous versions of your Guide.
⏪ Revert to a Previous Version of Your Guide: If you or your frontline workers prefer a previous version, you can also re-publish or set it as your draft.
Types of Guide Versions
The different versions of your Guide that you can view are as follows:
Draft Version: This is the working copy of your Guide where edits are saved but not yet published. A new draft is created every time you publish your Guide.
Live Version: This is the currently published version of your Guide, which is visible to users accessing your Guide on the applicable workspace(s).
Previous Versions: These are older, previously published versions of your Guide that you can access at any time.
💡 Tip: Check the Activity Log to track & review all of the changes made to your Guide.
View Previous Versions of Your Guide
Open your Guide
Under the Guide Title, click on DRAFT VERSION
Select the Guide Version you would like to view
Click VIEW VERSION.
You are now viewing the selected version of your Guide.To go back to your Draft Version for editing, click BACK TO DRAFT
🚨 WARNING: If you click into an instruction or checklist and then the step or checklist content, be sure to click CANCEL to continue viewing the content. Clicking SAVE AS DRAFT will set the version you’re viewing as the new draft, and you may lose any unsaved changes to your current draft.
Revert to a Previous Version of Your Guide
🚨 WARNING: Reverting to a previous or live version will replace your current Draft version. Any unsaved changes in the current draft will be lost.
Open your Guide
Under the Guide Title, click on DRAFT VERSION
Select the Guide Version you'd like to revert to from the list
Click VIEW VERSION to review the selected version
To publish this version, click PUBLISH OLD VERSION.
To make edits and set this version as your new draft, click SET AS DRAFT
Alternatively, if you click into an instruction or checklist and then the step or checklist content, you will see the pop-up below. Selecting SAVE AS DRAFT will set the current version you are viewing as the draft version.
