Versioning

Versioning lets you take snapshots of your process model at important moments, so you can always return to a known-good state. Every version is stored with a display name and description, and you can view or restore any of them from Version History, which you open from the Open Menu in the top-right corner of the model page.

Creating a Version

Create a version whenever you reach a milestone, before a big redesign, after a review, or when a model is ready to publish:

1. Open Version History from the Open Menu in the top-right corner of the model page.
2. Click Create Version.
3. Give the version a Version Name (for example “Approved draft” or “Q3 process”) and an optional Description.
4. Confirm: the new version is saved and numbered automatically.

ProcessMind stores the full model state, so a version always restores exactly what you had.

Viewing and Comparing Versions

Open Version History to see the full history of a model, with each version’s name, description, number, and creation date. When you select a version, ProcessMind switches the canvas to that snapshot so you can inspect it before deciding what to do.

Restoring a Version

If you need to undo a set of changes:

1. Open Version History and find the version you want to return to.
2. Open the version’s row menu (⋯) and select Restore.
3. Confirm: the current model is replaced by that version’s contents.

Restoring replaces the current state of the model with the chosen snapshot, so it’s a good idea to create a version of the current state first if you might want it back.

Managing and Publishing Versions

Open a version’s row menu (⋯) to:

• Rename a version so its purpose stays obvious.
• Restore a version (covered above).
• Publish version Process Architecture Process Architecture Available with a Process Architecture seat or higher. Only seats on this plan or a higher one can use this feature. Compare plans : publish a snapshot so viewer users see exactly that state. Unpublish version takes it out of public view again. Both ask for confirmation first.
• Delete a version you no longer need; unpublished versions can be deleted directly.

When a published version exists, the version bar offers View published version to inspect what viewers see and Return to editing to go back to the working model.

Auto-Saved Versions

As you work, ProcessMind can automatically capture auto-saved versions of your model at key moments, for example when you create or restore a version. They appear in Version History under the Show auto-saved versions toggle, labeled with the date they were captured. This way you can always fall back to a recent snapshot, even if you did not create a named version yourself.

Next steps

• Process Bookmarks: save views and filters.
• AI Process Generation: generate a fresh draft and version it.
• Constructing a BPMN Diagram: the editor you’ll be versioning.