Templates
Versions
Track template changes and restore previous versions
Every time you save a template, Flint creates a version. This lets you track changes over time and restore previous versions if needed.
How Versioning Works
- Initial save creates version 1
- Each subsequent save creates a new version
- Versions are immutable—once created, they don't change
- Latest version is used by default in workflows
Viewing Version History
- Open a template
- Click Version History in the toolbar
- See a list of all versions with:
- Version number
- Save date and time
- Who made the change
Comparing Versions
To see what changed between versions:
- Open Version History
- Select two versions
- Click Compare
- See a visual diff of:
- Added fields (green)
- Removed fields (red)
- Modified fields (yellow)
- Property changes
Restoring a Previous Version
Open Version History
Click Version History from the template editor.
Select the Version
Find the version you want to restore. Use the preview to verify it's correct.
Restore
Click Restore This Version. This creates a new version that copies the old one.
Verify
Review the restored template. Make any needed adjustments and save.
Restore Creates a New Version
Restoring doesn't delete newer versions—it creates a new version based on the old one. Your version history is preserved.
Pinning Versions in Workflows
By default, workflows use the latest template version. To lock a workflow to a specific version:
- Open the workflow
- Find the Fill Document action
- In template settings, select Use specific version
- Choose the version number
When to Pin Versions
| Scenario | Recommendation |
|---|---|
| Active development | Use latest (default) |
| Production workflows | Consider pinning for stability |
| Regulatory/compliance | Pin to approved versions |
| Testing new changes | Create test workflow with latest |
Version Retention
- All versions are retained indefinitely
- No automatic cleanup
- Very old versions may move to cold storage (slower to access)
Best Practices
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Can't find old version | May be in cold storage | Wait for retrieval or contact support |
| Restored version looks wrong | Preview vs. actual can differ | Check with a test fill |
| Workflow still uses old version | Caching or pinned version | Clear cache or check version settings |