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Workflows - Undo/Redo & Change History

Learn how to undo, redo, and navigate Recent Changes in GHL Customer Care’s Workflow Builder. Experiment safely, roll back session edits, and compare states with ease.

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  1. Key Benefits of Undo, Redo & Recent Changes
  2. Undo and Redo Controls
  3. Session Behavior & Limits
  4. Multi-Editor Behavior
  5. How To Use Undo, Redo & Recent Changes Feature
  6. Frequently Asked Questions
  7. Related Articles

Introducing Undo, Redo, and Recent Changes in GHL Customer Care’s Workflow Builder—a safer, faster way to experiment without losing progress. Use keyboard shortcuts or toolbar controls to step backward or forward, and jump to a previous state using the Recent Changes list. This article covers how to use Undo, Redo, and the Recent Changes (session history) features.

TABLE OF CONTENTS

What is Undo, Redo & Recent Changes?

Undo, Redo, and Recent Changes provide session-based editing controls on the workflow canvas. Every auto-saved change you make can be reversed or replayed in the current session, so you can iterate confidently and recover from mistakes without impacting persistent Version History.

GHL Customer Care’s Workflow Builder automatically tracks the edits you make on the canvas. Undo reverses your most recent action; Redo reapplies it. The Recent Changes list presents a chronological view of your latest edits and lets you jump the canvas to a specific point in time.

Undo and redo also support changes made through the Workflow AI Builder. During the current editing session, you can restore a workflow state from before an AI-generated change or reapply an AI-generated change that you previously undid.
This includes AI-generated changes that add actions, edit existing steps, or restructure the workflow.

Key Benefits of Undo, Redo & Recent Changes

  • Safety: Quickly recover from accidental deletions or edits without losing your overall progress.

  • Speed: Move backward or forward through edits instantly using keyboard shortcuts for rapid iteration.

  • Precision: Jump to an exact edit from the Recent Changes list to compare states or roll back multiple steps at once.

  • Confidence: Make bold changes knowing you can revert or replay them within your current session.

  • Focus: Keep your attention on building; most canvas edits are auto saved and tracked for quick retrieval in-session.

Undo and Redo Controls

Learn where to find Undo/Redo in the Workflow Builder and how to use shortcuts for faster editing.

  • Toolbar buttons for Undo and Redo are available on the workflow canvas.

  • Keyboard shortcuts:

    • Windows: Ctrl + Z (Undo), Ctrl + Y (Redo)

    • macOS: Cmd + Z (Undo), Cmd + Y or Cmd + Shift + Z (Redo)

  • Undo reverses the most recent tracked canvas action; Redo reapplies it if you change your mind.

  • These controls also apply to supported changes made through the Workflow AI Builder during the current editing session.

Session Behavior & Limits

Knowing how sessions work prevents surprises. These rules help you understand when history resets and what persists while you edit.

  • Session-based: Change history exists only for your current editing session and resets on exit or browser refresh.

  • Restoring versions: If you restore an older workflow version via Version History, Undo/Redo resets and starts fresh from the restored state.

  • Local scope: History is local to your session; it won’t include other users’ edits.

Multi-Editor Behavior

When multiple users are editing, understand who can undo what and how to collaborate safely.

  • Undo/Redo and Recent Changes track only your edits in your session.

  • Other editors’ changes are not included in your session history.

  • For team-wide or time-spanning rollbacks, rely on Version History for consistent, shared checkpoints.

How To Use Undo, Redo & Recent Changes Feature

Follow these steps to use Undo/Redo and Recent Changes effectively in the Workflow Builder.

  1. Go to Automations > Workflows.

    Step 1 of 6: Go to Automations > Workflows What this shows Step 1 of 6: Go to Automations > Workflows. What this shows Shows where to go for step 1 of 6 in the "How To Use Undo, Redo & Recent Changes Feature" section of "Workflows - Undo/Redo & Change History". This screenshot accompanies step 1 of 6 in the "How To Use Undo, Redo & Recent Changes Feature" section of "Workflows - Undo/Redo & Change History". At this point in the walkthrough you go to Automations > Workflows. For context, this section explains: Follow these steps to use Undo/Redo and Recent Changes effectively in the Workflow Builder. The navigation path used here is Automations > Workflows. The next step is to create a new workflow or open an existing workflow to edit on the canvas. Step 1 of 6Path: Automations > WorkflowsImage 1 of 2 Where to goGo to Automations > Workflows.
    Buttons and menus referenced Automations > Workflowsnew workflowopen an existing workflowUndo/Redo buttonsWorkflow AI BuilderCtrl/Cmd + ZCtrl/Cmd + YCmd + Shift + ZRecent Changes
    Next stepCreate a new workflow or open an existing workflow to edit on the canvas.
    All 6 steps in this procedure
    1. Go to Automations > Workflows. this image
    2. Create a new workflow or open an existing workflow to edit on the canvas.
    3. Add or modify steps/settings directly in the canvas.
    4. Use Undo/Redo buttons in the builder. Make a change directly in the Workflow Builder or use the Workflow AI Builder to generate or edit the workflow.
    5. Or use Ctrl/Cmd + Z to Undo the last edit; use Ctrl/Cmd + Y (or Cmd + Shift + Z on macOS) to Redo.
    6. Click Recent Changes on the canvas to view your latest edits; select any entry to jump to that point in time.

  2. Create a new workflow or open an existing workflow to edit on the canvas.

  3. Add or modify steps/settings directly in the canvas.

  4. Use Undo/Redo buttons in the builder. Make a change directly in the Workflow Builder or use the Workflow AI Builder to generate or edit the workflow.

  5. Or use Ctrl/Cmd + Z to Undo the last edit; use Ctrl/Cmd + Y (or Cmd + Shift + Z on macOS) to Redo.

  6. Click Recent Changes on the canvas to view your latest edits; select any entry to jump to that point in time.

    Step 6 of 6: Click Recent Changes on the canvas to view your latest edits; select… What this shows Step 6 of 6: Click Recent Changes on the canvas to view your latest edits; select any entry to jump to that point in time. What this shows Shows what to choose for step 6 of 6 in the "How To Use Undo, Redo & Recent Changes Feature" section of "Workflows - Undo/Redo & Change History". This animation accompanies step 6 of 6 in the "How To Use Undo, Redo & Recent Changes Feature" section of "Workflows - Undo/Redo & Change History". At this point in the walkthrough you click Recent Changes on the canvas to view your latest edits; select any entry to jump to that point in time. The navigation path used here is Automations > Workflows. Step 6 of 6Path: Automations > WorkflowsImage 2 of 2 What to chooseClick Recent Changes on the canvas to view your latest edits; select any entry to jump to that point in time.
    Buttons and menus referenced Recent ChangesAutomations > Workflowsnew workflowopen an existing workflowUndo/Redo buttonsWorkflow AI BuilderCtrl/Cmd + ZCtrl/Cmd + YCmd + Shift + Z
    All 6 steps in this procedure
    1. Go to Automations > Workflows.
    2. Create a new workflow or open an existing workflow to edit on the canvas.
    3. Add or modify steps/settings directly in the canvas.
    4. Use Undo/Redo buttons in the builder. Make a change directly in the Workflow Builder or use the Workflow AI Builder to generate or edit the workflow.
    5. Or use Ctrl/Cmd + Z to Undo the last edit; use Ctrl/Cmd + Y (or Cmd + Shift + Z on macOS) to Redo.
    6. Click Recent Changes on the canvas to view your latest edits; select any entry to jump to that point in time. this image

Frequently Asked Questions

Q: Is there a limit to how many actions I can undo?

Undo/Redo is session-based. While the list shows your latest edits, history resets when the session ends (for example, on refresh/exit) or when you restore a version.

Q: Does history persist after I refresh or close the tab?

No. Change history exists only within your current editing session.

Q: What’s the difference between Recent Changes and Version History?

Recent Changes lists your latest session edits for quick rollbacks. Version History stores persistent workflow versions for long-term, collaborative rollbacks.

Q: Can I undo another user’s edits?

No. Undo/Redo is local to your session and tracks only your edits. Use Version History for collaborative rollbacks.

Q: Will undo/redo affect live, running workflows?

Undo/Redo affects the canvas in your editor. Publishing/versioning controls how changes affect live executions. Use Version History and publishing to manage live changes safely.

Q: What happens after I restore an older version?

The Undo/Redo history resets, starting fresh from the restored state.

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