Saving a Version of a Design

As a designer, you will often be asked to change a business process or manager and then redeploy it to production. Especially with business processes that evolve over time, many changes can result in a muddle of form and workflow variants, some with major changes and others with fine-tuning tweaks.

uDesigner offers a versioning feature with which you can save distinct versions of a design (including template designs), and, if necessary, restore all or part of a published design to a previous version. This feature makes the ongoing evolution of a manager or business process design easier to track and control.

To save a version of a design, you will be using uDesigner's snapshot function. The snapshot function creates a version of a business process that includes the upper and detail forms as well as the workflow(s), if any. For managers and shells, the snapshot function includes the detail form and any other components that were designed for the manager. When you take a snapshot, uDesigner will time stamp it with the date and time it was created.

Using the snapshot function, you can create distinct versions of a design and, thereby, create an audit trail of the changes you have made to it.

Taking a Snapshot

You can take a snapshot of a BP design at any time during the design process, when the BP is in draft status. uDesigner will add the snapshot to a log of snapshots that you will see only if you choose to restore a BP version (see Restoring a Version of a Design).

Note: uDesigner automatically takes a snapshot of a design whenever it is marked "Complete" and also whenever it is published to production.

To take a snapshot of a design:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, expand the uDesigner node.
  3. Click Business Processes or click the manager or shell you want to work with.
  4. From the log on the right pane, open the BP/manager/shell you want to take a snapshot of.
  5. From the File menu, choose Snapshots. The Snapshots Log opens.
  6. Click New. The snapshot Properties window opens.

    Note: The New option will not be enabled unless the user is signed in as the owner of the business process.

  7. Enter a name and description for the snapshot and click OK.

    uDesigner creates a snapshot of the business process's, manager's, or shell's forms and the workflow(s), if any, and displays the name of the shot on the Snapshot Log along with the date and time it was created.


Last Published Monday, June 3, 2024