Using version control for flows
Account owners and admins can create multiple versions of flows and view previous versions of saved flows. You can also roll back to and publish a previous version of a flow.
This article covers:
Prerequisites for managing flows
Flow statuses in version control
There are three different statuses for flows. These are visible in the flow editor and when viewing flows.
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Archived: A previous version of the flow that was archived when a new draft version was created and published. This status is only viewable in the flow editor when viewing previous versions of the flow.
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Draft: The flow's entry point is not active, meaning consumers can't enter the flow. You can edit and save changes to the flow by using the flow editor.
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Published: The flow's entry point is active, allowing consumers to enter the flow. You can't make change to a published flow. You must create a draft version of the flow to edit it. Before or after publishing a flow, you can debug the flow.
How to create a new draft version of a flow
Before you can edit a flow, it must be in Draft status. If the flow is published, follow these steps to create a draft version so the flow is in Draft status.
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Flows.
- Click the display name of a published flow you want to edit.
- In the top-right corner, click Save Draft.
- Enter a Version Description to help identify the new version, then click Add.
- (Optional) Click Save if you edited the flow and want to save the draft version.
- (Optional) Click Publish to publish the draft version.
How to revert to an previous archived version
You can view a previous archived version of a flow, then revert to the archived version by publishing or creating a draft of the archived version.
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Flows.
- Click the display name of the flow you want to edit.
- In the top-left corner, click the Version drop-down menu and select the archived version you want to view or revert to.
- In the top-right corner, click the ellipses icon , then click one of these options:
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Create Draft Version: Change the status of the archived version to Draft, allowing you to edit or publish it.
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Save: Save changes to the draft version.
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Publish: Publish the draft version. If another version was published, this will move that version to a Draft status.
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Published Version: Click Replace to confirm: This will publish the archived version. If there is a previously published flow version, it will be moved to an Archived status.
How to publish a version
Note: You can only publish flows that have a Draft status. See the previous two section to create a draft version or revert an archived version to draft.
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Flows.
- Click the display name of the flow you want to edit.
- In the top-left corner, click the Version drop-down menu and select a Draft version you want to publish.
- In the top-right corner, click Publish.
- Click Publish to confirm.
The current draft version will be published. If there is a previously published flow version, it will be moved to an Archived status.
How to delete an entire flow or a specific version
Delete a flow or flow version from the flows page
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Flows.
- Locate the flow or flow version you want to delete.
- Click the down arrow icon , then click Delete.
- Click Delete to confirm.
Delete a flow version from the flow editor
Note: Follow this section for deleting a specific flow version. This method only works if the flow has more than 1 version.
- Sign in to the Zoom web portal.
- In the navigation menu, click Contact Center Management then Flows.
- Click the display name of the flow or flow version you want to edit.
- (Optional) In the top-left corner, click the Version drop-down menu and select the version you want to delete.
- In the top-right corner, click the ellipses icon , then click Delete Version.
- Click Delete to confirm.