(ENG) Version History in Templates and Documents

Gewijzigd op Di, 18 Aug om 3:51 PM

With version history, you can view previous versions of a template or document and, if necessary, restore their content. This allows you to easily undo changes made by mistake or return to an earlier version.






In this guide 

Open Version History

Compare Changes

Restore a Previous Version

Restore a Block

What Is and Isn't Restored?







Open Version History

You can open version history from both a template and a document. Open the desired template or document and select Version History. Here you will see an overview of all saved versions. For each version, the following information is shown:

  • who made the change (in Documents);
  • when the change was saved;
  • the content of the version;

Screenshot







Compare Changes

When you select an earlier version, you can see which changes have been made since that version. Afhankelijk van de wijziging zie je bijvoorbeeld:

  • modified text;
  • added or removed blocks;
  • modified sections;
  • updated logic or settings within blocks.

This allows you to easily see exactly what has changed since a specific date. 

Screenshot






Restore a Previous Version

Want to return to an earlier version of a template or document? You can restore it.

  1. Open Version History.
  2. Select the desired version.
  3. Click Restore Version.
  4. Confirm the action.

When you restore a version, the existing version is not deleted. Instead, Docfield creates a new version containing the same content as the selected historical version. This means the restore action can also be undone later. 


Note

Restoring a version replaces the entire current content of the template or document with the content of the selected version.


Screenshot






View Block History in a Template

You can also view the history of an individual block. This is useful when you want to see which changes have been made to a specific block. Go to the desired block, click the three dots in the top-right corner, and select Show History. You will then see all previous versions of that block, including when the change was made and by whom.






Restore a Block in a Document 

In a document, you can view the history of editable blocks. If you have changed a block and want to restore the original content from the template, you can easily restore it. Go to the desired block and click Last modified. In the history, select Restore Block. Only the content of that block is restored to the selected version; the rest of the document remains unchanged.






What Is and Isn't Restored

When restoring, the following items are restored, among others:

RestoredNot Restored
Text blocksComments and suggestions
SectionsApprovals
Selection listsWorkflow status
Conditional logicDocument and template settings
ImagesSharing settings
SmartfieldsAttachments 
Position of blocks and sectionsGlobal blocks and global smart fields


Some items, such as global blocks and global smart fields, always use the most recent version and are therefore not restored.


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