Versioning

Chart versioning means storing the history of chart configuration changes through versions. A list of versions is available to users with the lowest level of Read access to the chart.

To go to the list of versions, click the icon at the top of the screen and select Change history.

To select a version from the list, click it. The version number will be displayed as the value of the revId parameter in the chart address string. Click a link with the version number in the revId parameter to open the relevant version of the chart directly.

When editing within the current version, you can undo/redo any change you have made. To do this, in the top-right part of the screen, click:

• to undo a change.
• to redo a change.

Unsaved changes in the current version are reset:

• When refreshing the page.
• When saving a chart.
• When switching to another version.

Version typesVersion types

All versions fall into the following types:

• Current: This is the most recently saved version of a chart. All users can see it on dashboards, as well as when directly navigating to charts or opening them for editing from the dashboard context menu. Only one version of a chart can be current.

  

  If a user has Write permissions, they can make any chart version current.

  Warning

  When updating any version, except a draft, a new chart version is created.

• Draft: This is a version with unsaved chart changes. Common users do not see changes being made to a draft. This enables you to hide chart edits until you release a new version. A chart can only have one draft.

  

  To create a draft after editing a chart, click the down arrow in the top-right corner and select Save as draft.

  You can display a draft version of your chart on the dashboard. To do this, add the unreleased parameter set to 1 to the widget parameters for this chart.

• Outdated: This is a version that is neither current nor a draft.

  

Creating a new versionCreating a new version

A new version is automatically created:

• In current chart version edit mode, after you click Save (which creates a new current version) or → Save as draft (which creates a new draft version).
• In draft edit mode or non-current chart version edit mode, after you click Save as draft (which creates a new draft version) or → Save and make current (which creates a new current version).
• In draft or non-current chart version view mode, after you click Make current.

Here are the chart configuration changes that result in a new version:

• Changing chart settings that can be accessed by clicking at the top of the screen.
• Adding, renaming, or deleting chart fields.
• Adding or deleting fields in chart sections.

LimitationsLimitations

• The change history only contains a list of chart versions and includes the version type, save date and time, and the author of the edits.
• Chart versions do not include changes to access permissions; this operation is performed separately from chart edits.
• Versions do not display a list of changes. You can only view the saved status of the chart configuration.