Creating snapshots from the revision history in the Designer view

In addition to capturing snapshots of your ongoing efforts in the Designer view, you also can create snapshots from previous points in time by using the entries in the revision history. For example, if you need a snapshot of your project as it existed before several new items were added, you can use the revision history to locate the point in time that meets your needs.

Before you begin

You must have write permission for the process application or toolkit to create a snapshot in Process Designer. Write permission is required even for users with administrative access (for example, those users in the tw_admins group).

Procedure

To create snapshots from the revision history, complete the following steps:

To view the detailed revision history, click the circle icon in the Revision History header.
Find the point in time at which you want to create a snapshot, and click the corresponding snapshot icon in the Revision History.
In the Take Snapshot window, type a name for the snapshot, and click OK.

Results

The revision history displays the new snapshot, which you can install on a test or production server or export to a different Process Center.

Tip: An acronym is automatically generated for the snapshot. The acronym is used to differentiate multiple versions of the snapshot. For more information, see "Naming conventions".