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Easily Review Workflow Edits and Updates

Reviewing a workflow's revision history allows you to see the changes made to the workflow over time.

Reviewing a workflow's revision history allows you to see the changes made to the workflow over time. This includes what changes were made, when each change was made, and the user who made the change.

To view a workflow's change history:

  1. In your HubSpot account, navigate to Automation > Workflows.
  2. Click the name of a workflow you'd like to review.
  3. At the top left, click View > Revision History

workflows-revision-history

  1. In the right panel, all changes will be listed chronologically, with the most recent change at the top. To filter events, at the top, click the dropdown menus:
    • Date Range: filter by the time period when the change was made. 
    • Event: filter by the specific type of change, such as changed enrollment triggers or changed timing settings.
    • User: filter by the user who made the change. 
  2. To see what the workflow looked like at a specific revision, hover over the revision, then click View revision

workflows-revision-history-panel

6. On the workflow revision screen, review your selected version of the workflow. The workflow cannot be edited from the workflow revision screen.
  • To review additional details about the workflow, you can click the enrollment triggers and action boxes.
  • To review the workflow's settings at the time of the revision, in the top left, click Settings. The workflow settings at the time of the revision will appear in the right panel. 
workflows-revision-history-overall
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Ohad Peter
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Ohad Peter

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