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CRM Analytics
Restore a Previous Version of a Recipe

Restore a Previous Version of a Recipe

Test new ideas on recipes in CRM Analytics. If you break a recipe, you can revert to a previous version. For recipes with multiple collaborators, each version displays the name of the contributor who made an update.

  1. To view a recipe’s version history, click the Version History button (Version History button).
    The Version History panel shows the date and user who saved each version of the recipe.
  2. To view a previous version, click the date of the version.
  3. To make sure you don’t lose changes to a version, save the changes before switching to another version. Saving changes to an old version makes it the current version.
  4. To add a description to a version, click the down arrow (Down Arrow button) next to the version date and click Add Description.
    The Add Description open appears after you select the down arrow.
Example
Example

Data Prep can store up to 20 versions for each recipe—10 with descriptions and 10 without. The latest versions are always kept. For example, if there are 10 versions with descriptions and another version with a description is added, the oldest one with a description is deleted.

 
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