Download page Loading a Previous Version of a Flow Template.
Loading a Previous Version of a Flow Template
You need the Flow Template Adminpermissionto make a previous version of a flow template the active version so that this is the flow that runs in a Contract, Company, or Project Profile. When you make changes to a published flow template, and thenrepublishthe template, Conga Contracts stores the changes as the next version of the flow. At any time, you can load a previous version of the flow template, making it the current active version. Users with the Flow Admin permission can then run this previous version of the flow on an existing Profile.
Although a contract flow template is used in the screen shots below, the steps are the same for loading a previous version of a company flow template and a project flow template.
Click the Gear Icon in theNavigation Toolbar, and click the Contract Flow Templates, Company Flow Templates, or Project Flow Templates link in the menu.
In thePublished Flow Templates screenfor contracts, companies, or projects,locate the templatewhose previous version you want to activate, and double-click it to select it.
In the Flow Design Panelscreen, clickView Revisionsin the toolbar.
In the Revision Selection window:
Locate the revision you want to make the active version of the flow template, and click it to select it.
ClickOK.
When the screen refreshes, clickPublish Templatein the toolbar.