Undo or redo steps

The undo and redo feature allows you to revert the ten most recent changes to steps in your recipe or re-apply the ten most recent reversions.

PRIVATE BETA

This feature is in private beta. Private beta features are available in production to select users. Contact your Customer Success Manager to enable this feature.

Workato may update feature functionality or change availability without prior notice during the private beta.

You can undo or redo the following step changes:

• Add a step
• Delete a step
• Paste a step
• Add a comment to a step
• Skip a step
• Mask step data

Other changes to recipe steps, such as changing an action or updating the configuration of the step, resets the recipe history. This means that you can't use the undo or redo feature to return the step to a previous state. For example, if you click + Add step and select Add in action or IF condition, you can either click the undo button or use the command + z keyboard shortcut to undo adding the step. However, if you click + Add step and Add in action or IF condition and then add an app, such as Salesforce or Jira to the action or condition, undo is disabled. You must manually delete steps that have apps or configured app actions from your recipe.

graph TD X("Undo or redo <br/> steps") --> Y("Steps without an app added") X --> Z("Steps with an app added") subgraph a[" "] B("Add a step") C("Undo the step") D("Redo the step") end subgraph aa[" "] Q("Add a step") R("Add an app, <br/> such as Salesforce <br/> or Jira") S("Undo and redo are disabled") end B -..-> C C -..-> D Q -..-> R R -..-> S Y -.Undo and redo <br/> are supported..->B Z -.Undo and redo are <br/><strong> NOT </strong> supported..->Q classDef default fill:#67eadd,stroke:#b3e0e1,stroke-width:2px,color:#000; classDef LightTeal fill:#e1fffc,stroke:#67eadd,stroke-width:2px,color:#000; classDef WorkatoPink fill:#f3c1c2,stroke:#f3c1c2,stroke-width:1px; classDef NotSupported fill:#e1fffc,stroke:#f66,stroke-width:2px,color:#000,stroke-dasharray: 5 5 class a LightTeal class Q,R,S,Z WorkatoPink class aa NotSupported

DIALOG DECISIONS ARE APPLIED AUTOMATICALLY TO UNDO AND REDO

A dialog appears if a modification to a step affects more than the current step in your recipe. For example, if you paste over a step with a trigger that contains data, the dialog provides options on how to proceed, such as Only paste actions or Paste trigger and actions. Workato remembers your selection and automatically applies it when you undo or redo changes to the step later in your recipe development.

Undo or redo step changes

You can use the undo and redo buttons in the recipe editor or keyboard shortcuts to undo or redo supported changes to the steps in your recipe.

Click the ← undo (back) arrow to undo a change to a step.

Click the → redo (forward) arrow to redo a change to a step.

Recipe editor buttons

Alternatively, you can use the following keyboard shortcuts to undo or redo a change to a step:

• macOS

  • Undo

  • command+ z

  • Redo

  • command+ shift + z

• Windows

  • Undo

  • Ctrl + z

  • Redo

  • Ctrl + shift + z

Refer to Recipe keyboard shortcuts for a complete list of supported keyboard shortcuts for recipe design.