Back Forward How to restore the earlier state of a rule

During application development, you can undo recent changes to a rule and replace the current rule with a previous copy (with the same RuleSet and version), using the Restore toolbar button (Restore). You can fall back to a previous copy even if another developer created the newer copies.

This capability is available only for rules in RuleSets with check-in. A few rule types do not require check-out and cannot be recovered with this technique.

Procedure

  1. Open the current version of the rule.
  2. Click the History tab.
  3. Click the  History Details   button on the History tab. The history display opens in a new window.
  4. Find the pencil icon (zzz)on the line below the row of the History details display that contains the state you want. Click this button to open the older, historical state of this rule instance. (The padlock image (Checked out) and the Checked Out By value indicate that this is not the current rule — not that the rule is checked out to you.)
  5. When you find the one you want to make current, click the Restore button (Restore).

Tips on Restore and fall-back

zzz Use the Recover button (Recover) — not the Restore button — when someone has deleted a rule but you now want that rule instance back.

Tip You don't need to use the Recover operation to fall back to a rule instance that's in a lower-numbered version. Use the Delete toolbar button (Delete) to delete the current higher-numbered version or versions that mask or override a lower-numbered version.

Tip If you want to change the lower numbered version but the version is locked, use Save As (Save As), not Restore, to copy — promote — an older version to the current unlocked higher version.

Notes

The Restore button is visible to developers who hold the privilege @baseclass.ToolbarFull.

Related topics How to recover a deleted rule
Working with the History details display

zzz Developer portal basics