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History and snapshots

Caplo keeps two kinds of history.

Per-item History belongs to one object. An entity, relation, diagram, BPMN process, or saved report has its own timeline.

Workspace snapshots are named versions of the whole workspace. Open one to browse the repository, diagrams, and reports as they were on that date.

Use History to inspect or restore a single item. Use a snapshot when you want the workspace as a whole.

Per-item History​

Each item is versioned on its own. Opening History on Azure DevOps shows only that application. Restoring it does not change other items.

You can open History from:

  • The History icon next to the name on an entity or relation detail page
  • The same icon in the right panel when an entity or relation is selected
  • The diagram page header
  • The BPMN editor header
  • The header of a saved custom report

Folders, saved repository views, and property definitions have no History button. They still appear in a workspace snapshot.

History popover on the Azure DevOps application, with a revision expanded to show what changed

Browse, view, and restore​

  1. Open the item and click History.
  2. Expand a row to see what changed.
  3. Click View on an older row for a read-only preview. The live item stays as it is.
  4. Click Restore to write that version onto the current live item.

Restore adds a new History row. Older versions stay, and the item keeps the same id.

View is a preview

View does not change the live item. Restore does. After a restore, Caplo closes any historic preview so you see the live item again.

Workspace snapshots​

A workspace snapshot records the whole workspace at a moment in time, including entities, relations, diagrams, BPMN processes, reports, folders, saved views, and property definitions.

Open Settings > Workspace snapshots to create, view, or delete them.

Workspace snapshots settings with the create form and a named snapshot

Create a snapshot​

Workspace admins can create snapshots.

  1. Open Settings > Workspace snapshots.
  2. Enter a Label, such as Q3 baseline.
  3. Add a Description if you want.
  4. Click Create.

Leave As of empty to snapshot the current workspace. Open Advanced settings and pick a past time if you want an earlier moment.

View a snapshot​

View opens the workspace read-only as of that snapshot. A banner in the top navigation shows which one you are looking at.

From the banner you can switch to another snapshot, Exit to the current live workspace, or open Manage snapshots.

Viewing a snapshot does not change the live workspace. To put an older version back, restore that item from History.

Delete a snapshot​

Deleting a snapshot removes the name from the list. Per-item History stays. Workspace admins can delete snapshots.

Practical notes​

  • Restore always adds a new version. It does not rewrite older History rows.
  • Item ids stay the same, so diagrams and reports still point at the same objects.
  • Diagram canvases are saved to History about every 90 seconds while you edit. Rename, folder, and privacy changes do not get their own History rows. If you snapshot right after a drawing change, the canvas may still be the previous one.
  • BPMN also saves about every 90 seconds while you edit, and always saves when you close the editor or hide the tab.
Wait after diagram edits

If the snapshot needs the latest drawing, wait a few seconds after you finish editing, then create it.

History vs audit logs​

History is what one item looked like and what changed on it.

Audit logs show who created, updated, or deleted items across the workspace. Open Settings > Audit logs for that activity trail.

Snapshot settings live under Settings and customization.