Workflow Versioning

Workflow versioning helps administrators test and control automation changes before they affect live cases.

Open a workflow from AI & Automate > Workflows, then use the controls in the workflow builder.

Available Controls

• Draft: saves the current workflow as a draft version.
• Dry Test: traces the workflow path without creating tasks, notes, notifications, or case updates.
• Approval: records a request for review before the workflow is published.
• Publish: activates the workflow after admin review.
• Rollback: restores a prior saved version number.
• Test Run: runs the workflow live and should be used only when the workflow is ready to execute real actions.

Recommended Workflow

1. Edit the workflow nodes and edges.
2. Save the workflow.
3. Create a draft.
4. Run a dry test and review the traced steps.
5. Request approval.
6. Publish only after review.
7. If the workflow misbehaves, rollback to a known-good version.

Notes

• Publish and rollback are admin-controlled actions.
• Dry tests are safe because they do not execute live workflow actions.
• Live test runs can create records or update cases depending on the workflow nodes.