Creating Snapshots

A snapshot is a feature to capture and save the current state of a process or a set of artifacts such as process blueprints, decisions, and policies at a specific point in time. Snapshots are useful for version control, and auditing the changes over time. Once a snapshot is created, it becomes a read-only version that cannot be modified, ensuring that you have a permanent record of the process at that moment.

About this task

Uses of Snapshots

  • Version Control
    Track changes to your processes over time.
  • Auditing
    Maintain a record of process states for compliance or review purposes.
  • Collaboration
    Share a specific version of a process with stakeholders without worrying about ongoing edits.

Snapshots are a powerful tool in IBM® Blueworks Live for maintaining process integrity and ensuring transparency in process management. The Snapshot feature is located within the process or artifact that you want to capture. You can create snapshots at key milestones such as after major updates, before reviews, or at the end of a project phase. To easily identify the purpose of each snapshot, you can use descriptive snapshot names. You can regularly review the snapshots to keep your workspace organized.

Procedure

  1. View snapshots:
    • An Editor can view the set of snapshots that are associated with your process blueprint, decision, or policy by clicking Snapshots snapshot button in the toolbar. The list of snapshots are listed from newest to oldest, with the current version at the beginning.
    • To see all the snapshots that are taken automatically by Blueworks Live, deselect Hide System Snapshots.
  2. Access a snapshot: To access a snapshot, click the Snapshot icon on the toolbar. Snapshots are read only so you cannot change a snapshot, you can only restore them.
  3. Create a new snapshot: To take a new snapshot, enter a name for the new snapshot and press Enter.
  4. Restore snapshots: While you cannot edit a snapshot, you can use it as a reference to restore a process to a previous state or share it with others. To restore an earlier snapshot and replace the current version, click Actions next to the snapshot you want to restore and select Restore.