Every workflow in MergePoint has two layers: a Draft and a Live version. Understanding the difference is essential before sharing a workflow with your team or connecting it to a trigger.
Draft vs Live
| Draft | Live | |
|---|---|---|
| What it is | Your working copy — the version you edit | The published snapshot — what actually runs |
| Who sees it | Only editors in the builder | Everyone — trigger-linked, task-linked, form-linked |
| When it updates | Every time you save a change | Only when you explicitly publish |
| Version number | None — there is only ever one Draft | Increments each time you publish (v1, v2, …) |
A Draft badge appears in the top bar whenever your Draft has changes that haven't been published to Live yet.
Publishing a Workflow
When your workflow is ready:
- Click Publish in the top-right corner of the builder.
- A confirmation appears showing what you're about to publish.
- Confirm — the Live version updates instantly.
The Draft badge clears, and the workflow is now live. Any trigger connected to this workflow will use the new version on the next run.
First publish: A brand-new workflow has no Live version until you publish for the first time. Triggers will not activate and forms will not be accessible to end users until that first publish.
Viewing Version History
Click the version picker in the top bar (shown as "Draft" or "Live") to open the version panel.
The panel shows:
- Draft — always the first entry; your current working copy
- Live — the currently published version, marked with a Live badge
- Previous versions — earlier published snapshots (v1, v2, …) with their publish timestamp
Clicking a previous version loads it as a read-only preview in the canvas.
Rolling Back
To restore a previous version:
- Open the version picker and select the version you want to restore.
- Click Roll back to this version.
- Confirm — the Draft is replaced with that snapshot.
- Review the restored Draft, then Publish to make it Live again.
Rolling back only replaces the Draft — it does not immediately go live. You always publish explicitly.
Unpublished Changes Indicator
If you edit a workflow after publishing, the top bar shows a Draft badge. This means the Live version and your Draft are out of sync. Runs will still use the current Live version until you publish again.