Checkpoints
  • 25 Jul 2022
  • 1 Minute to read
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Checkpoints

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A Checkpoint is a "point in time" snapshot of a Designer Element (Flow, Form, Report, Rule, Dashboard) that provides a rollback option before making significant changes.  This article reviews how to create checkpoints, restore from backup, and delete checkpoints.


Create a Checkpoint

  1. Open an existing Designer Element (ex: Example Flow).
  2. Select the Checkpoint button on the top Action Bar.
  3. Provide a Name and optional Comment for this Checkpoint, then select SAVE.
  4. Make a change, such as adding a step (ex: Show Popup step) to the Flow, then click Save on the top Action bar.

Restoring from a Checkpoint

  1. Right-click the name of the Designer Element needing to be restored (ex: Example Flow).
  2. Select History/Documentation Actions > Open/View.
  3. This opens the History and Documentation page in a new tab.
  4. Right-click the name of the desired checkpoint listed under Older Versions, then select Restore From Backup.
  5. When the confirmation popup appears, select YES.
  6. Open the restored Designer Element to confirm the expected state.

Deleting a Checkpoint

  1. Right-click the name of the Designer Element (ex: Example Flow), then select History/Documentation Actions > Open/View.
  2. This opens the History and Documentation page in a new tab.
  3. Right-click the name of the desired checkpoint listed under Older Versions, then select Delete Designer Element [Archive]. Multi-select may be used to delete multiple checkpoints.
  4.  Refreshthe Older Versions report confirming the deletion.



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