Publish a change or go back to a version
Nothing you change in Studio reaches your team until you publish it. Each publish keeps a numbered version, so if a change does not work out you can go back to the version before it. The change history lists every change: who, when and what.
Before you start
- You need the right Manage Studio (fields, layouts, statuses, rules, templates).
Steps
To publish a draft:
- Open the editor where you made the change (fields, layout, statuses, an approval limit or a template). The bar at the top shows Draft not published and Only you see it until it is published.
- Check the Preview.
- Type what changed in the note box (optional) and select Publish. The bar shows Published · version n.
- To drop the draft instead, select Discard draft.
To go back to an earlier version:
- In the same bar, open Versions (n).
- Find the version you want and select Go back to version n. The earlier version is published again as a new version.
To read the change history:
- Open Studio → Change history.
- Read each line: When, Who, the Item with its version, and What changed (fields added, changed or retired, or document parts).
- On a publish, select Go back to version n to undo it. Select Older changes to see more.
[SHOT studio-history 1440x900]Screenshot to come: Studio → Change history: rows with time, person, item (Fields of Customers v3, Template: Invoice v2), the action Published or Reverted with a summary of fields added, and a Go back to version button on a row
Good to know
- Drafts waiting are listed on the Studio overview and on Today for people who manage Studio, so nobody forgets one.
- Two people at once. If someone published the same item after you started your draft, your publish is refused with studio_stale: reload and make your change again.
- Going back keeps values. Fields added after the version you go back to are retired, not deleted, so no value is lost.
- Discarded drafts, the owner acting above an approval limit, and saved-view changes are in the history too.
- There is no separate test copy of your organisation: the preview and the versions are the safety net.
- Related: Add a custom field, error studio_no_draft.
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