Work with Snapshots

A snapshot is a copy of the current application that you're working on at a given point of time.

Create a snapshot of your current application

You can create a snapshot of the application that you're working on currently to save the latest changes.

  1. At the top of the page, click the saved timestamp or click menu and choose View Activity.
  2. In the Activity pane that appears, click Take Snapshot.

    The snapshot is named with its timestamp and listed topmost in the activity list.

  3. To edit the default name of the snapshot, click the snapshot and edit the name in the Name field that appears.

    You can also enter a meaningful description in the Description field.

  4. Click the three horizontal dots next to the snapshot name field to display a menu with the following options:
    • View: Choose View to view the contents of the selected snapshot.
    • Activate: Choose Activate to activate the selected snapshot.
    • Rollback: Choose Rollback to rollback an application to a previous snapshot .
    • Delete: Choose Delete to delete the selected snapshot.

Rollback an application to a previous snapshot

As a Process Automation Designer, you may sometimes face a situation where you've inadvertently done some mistake such as deleted some component used by your application. Snapshot rollback acts as a quick backup and restore mechanism for such unintentional changes. It saves you the trouble of re-designing the application or the need to create new application versions for every change you make.

To rollback to a previous snapshot of your current application:

  1. At the top of the page, click the saved time stamp or click menu and choose View Activity.
  2. In the Activity pane, select the previous snapshot of the application to which you want to rollback.
  3. Click the three horizontal dots next to the snapshot's name field, and click Rollback.
  4. A dialog prompts you to confirm the rollback. Click Confirm.

Create a snapshot during activation

Snapshots also get created when you activate an application.

  1. In Designer, click Activate.

    The Activate pane is displayed. Process Automation assumes you want to create a new snapshot that contains your most current changes.

  2. In the Select a snapshot field, select another snapshot rather than creating a new one that contains the latest changes.
  3. In the Snapshot name field, optionally change the default timestamp name that will be assigned to a new snapshot.
  4. When you select Activate or Override, a message lets you know that the snapshot is being created.