⚠️ This question came from a member of the Persona Community, a compliance leader who was trying to understand how best to revert a set of changes. The question covered both Workflows and Inquiry Templates; this answer covers Workflows. For Inquiry Templates, see How do I revert to a previously published Inquiry Template Version?
Revert a Workflow by restoring an older version from Version History and publishing it. Publishing a restored Workflow version asks you to confirm the changes and to choose which environments to activate it in, so a revert in Sandbox does not have to touch Production.
Before you begin
⚠️ Make sure you have the privileges to publish a change to a Workflow. By following these steps you can self-serve this fix and reduce your product’s downtime.
- Go to Dashboard > Team > Roles > Your Role > Products.
- Under Workflows, ensure that the Edit option has been enabled.
Reverting a Workflow
- Enter Workflow Edit Mode: Select the Edit button for the Workflow you want to change.
- View Version History: Click the More Options button on the top bar and select Version History.
- Preview Older Version: Select the version you want to revert to, which loads in view-only mode.
- Restore the Version: In the history tab, click the More Options button next to the selected version and then click Restore Version.
- Publish the Restored Version: You will again be in view-only mode with a Publish button at the top bar. Click Publish.
- Review and Confirm Changes: A popup will display the changes you are about to make. Click Confirm Changes.
- Activate in Environment: Another popup will ask you to select which environments (i.e., Production and/or Sandbox) to activate the Workflow in. Choose the desired environments, optionally provide a description, and click Publish.
For more on what a Workflow is and how one is built, see Workflows overview and Creating Workflows.
📌 This answer was last updated on July 28, 2024 by Justin Sayarath, a product manager at Persona. FAQs, unlike other articles, are written to provide Persona Community members more specific answers to common questions. While we periodically review responses and answers, please note when this FAQ was last updated as information may have changed since then.