Managing device versions

SECURITY  Security level with access to CRM, and object permission to view or edit devices

NAVIGATION   > CRM > Search > Devices > open Device > Tools > Device Version History

About versions

A version is a set of changes to an existing device that was saved at the same time.

The version keeps track of the field values, Rich Text formatting, and images at the time the item is saved. The version name is simply the date and time it was saved. Autotask will keep track of up to 50 versions of a device.

To open the page, use the path(s) in the Security and navigation section above.

The following items are not saved as part of a version:

  • Any fields that are primarily updated by an outside source, such as Datto BCDR details, Datto Network Manager details, Datto RMM details, Domain DNS, SSL Certificate Details, etc.

NOTE  UDFs, private and encrypted UDFs, will be saved with a version, even if they are populated by an outside source (i.e. Integrations).

  • Multi-select UDFs.
  • Fields not visible to the user performing the rollback (hidden fields, private UDFs when the user does not have permission to view them, protected and unprotected UDFs when the user does not have permission to edit or view them)
  • Accessory tab data, including : 
    • Activity Feed items (notes, replies, etc.)
    • Related Items
    • Attachments
    • Tickets
    • Documents
    • Subscriptions

The Device History page keeps track of changes to specific fields. The edits are not grouped into versions. For a complete list of fields that are tracked, click the Field selector, or refer to Device history

Table features

Button Description

History toggle button

Click to open the History page within the same window.

Refresh

Click to refresh the table data, to ensure you are seeing the latest versions.

Expand all

Click to expand all nested rows.

Collapse all

Click to collapse all nested rows.

Close

Click to close the Device History page.
Filter Description

Field

When you select a field, only versions where this field was modified are displayed.

Action performed by

When you select a user, only versions created by this user are displayed.

Previewing a version and doing a rollback

NOTE  Version tracking will begin with the release of Autotask 2021.1. Modifications to an item that predate the release will be tracked on the History page, but not on the Version History page.

To preview a tracked version, do the following:

  1. Click on the date and time hyperlink in the Date column.
  2. A simplified version of the page appears. The preview contains the field values, formatting, and images of the previously saved version. Fields and sections that are not impacted by a rollback (related items, accessory tabs) are removed. A message bar that identifies the version is displayed at the top.
  3. To scroll through other versions, use the navigation arrows on the right side of the title bar.
  4. To replace the current version of the item with the version that appears in the preview, click Rollback to this version in the message bar. The selected version opens in Edit mode.
  5. Make any additional required changes.
  6. Click Finish Rollback. The selected previous version is made the current version. On the Version History page, the rollback is tracked in the Action column, together with changes to any fields.

If you are trying to revert to an older version, it is possible that certain fields, or specific values for certain fields or categories, are no longer available, because they have been inactivated or deleted.

When this happens, the values from the current version are retained, and a message bar is displayed.

You can roll back domains and SSL certificates, but you cannot revert the assigning of the Domain and SSL Certificate categories. Fields that are available in the Domain and SSL Certificate categories will be rolled back to their previous values.

NOTE  Domain DNS and SSL Certificate details are not included in versioning, and they do not appear in the Version History.