Use Version History through 5 how-to topics, including opening the version list, naming a version, previewing a version, restoring a version, and deleting a version; 5 are free and 0 are membership-related.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Open Version History | Free |
| 2 | 2. Name a Version | Free |
| 3 | 3. Preview a Version | Free |
| 4 | 4. Restore a Version | Free |
| 5 | 5. Delete a Version | Free |
How-to Guide
1. Open Version History
Entry path: Top-right menu icon → Version History
- Open a smart table.
- Tap the top-right menu icon.
- Select Version History from the list.
- Review the saved versions shown for the current file.
Success Criteria
- Interface result: The Version History list opens and shows saved records for the current file.
- Next action available: You can continue to name, preview, restore, or delete a selected version.
Tips While Using
- Environment: An internet connection is required to load cloud-based version records.
- Access: Use an account that has permission to open the target smart table.
2. Name a Version
Entry path: Top-right menu icon → Version History → More options → Name
- Tap the top-right menu icon.
- Select Version History.
- Find the version you want to label.
- Tap the ... icon next to that version.
- Tap Name.
- Enter a name and tap OK to finish.
Success Criteria
- Interface result: The selected version shows the new name.
- Next action available: You can identify important checkpoints more quickly later.
Tips While Using
- Common mistake: Check the version time before naming it so the label is applied to the correct record.
- Suggestion: Use a stage name, date, or owner name to make the version easier to recognize.
3. Preview a Version
Entry path: Top-right menu icon → Version History → More options → Preview
- Tap the top-right menu icon.
- Select Version History.
- Find the version you want to preview.
- Tap the ... icon next to that version.
- Tap Preview to open that version.
Success Criteria
- Interface result: The selected historical version opens for review.
- Next action available: You can decide whether to restore that version after checking it.
Tips While Using
- Common mistake: Preview is for checking content first; confirm the target version again before restoring it.
- Suggestion: In collaborative work, previewing before restore helps reduce unnecessary rollbacks.
4. Restore a Version
Entry path: Top-right menu icon → Version History → More options → Restore this version
- Tap the top-right menu icon.
- Select Version History.
- Find the version you want to restore.
- Tap the ... icon next to that version.
- Tap Restore this version to return the file to that state.
Success Criteria
- Interface result: The current smart table switches to the selected historical state.
- Next action available: You can continue editing the restored content.
Tips While Using
- Collaboration impact: After a restore, collaborators will see the restored data state.
- Suggestion: Preview the version first so you can confirm the content before rollback.
5. Delete a Version
Entry path: Top-right menu icon → Version History → More options → Delete version
- Tap the top-right menu icon.
- Select Version History.
- Find the version you want to remove.
- Tap the ... icon next to that version.
- Tap Delete version to remove it.
Success Criteria
- Interface result: The selected version is removed from the list.
- Next action available: You can continue organizing the remaining version records.
Tips While Using
- Common mistake: Confirm that the version is no longer needed before deleting it.
- Suggestion: Start by removing older records that no longer need to be kept.