Intermediate

Undo & Redo: Edit History for Automations, Documents, and Forms

See who changed what and when across your automations, document templates, and form templates, and revert any change with one click.

Automations, document templates, and form templates now keep a full edit history, and any change can be reverted with one click. If someone edits an action, tweaks a section, or changes a field and it turns out to be wrong, you don't have to rebuild it by hand: find the change in the history and click Undo.

Automations

Open any automation at https://app.trustpager.com/auto/automations and go into its detail page. The History card in the right-hand column lists every edit made to that automation, newest first. Each entry shows:

  • A plain-English title for the change (for example, "Edited the Send Email action")
  • Who made it
  • When it happened

Expand an entry to see the field-level before/after diff. If the change can be reverted, you'll see an Undo link next to it. Click Undo to revert just that change. The link flips to Redo, so you can re-apply it if you change your mind. Reverted entries carry an amber Reverted tag so it's obvious at a glance what's been rolled back.

Document builder

Open any document template at https://app.trustpager.com/content/documents and go into the builder. Next to the Settings tab is a new Changes tab. It shows the same kind of history for that document template, settings changes and every section added, edited, or deleted, with the same expand-to-diff and Undo/Redo behaviour as automations.

Form builder

Open any form template at https://app.trustpager.com/operations/forms and go into the builder. The same Changes tab sits next to Settings, showing history for the form template and its fields, with Undo/Redo on each entry.

How Undo/Redo works

  • It's per-change, not a full restore point. Undo steps back one edit at a time rather than rolling the whole record back to an earlier moment. If three changes happened after the one you want to undo, undo each one you want to remove individually.
  • Nothing is ever lost. A revert is itself recorded as a new history entry, so you can always Redo it, or undo the revert, without losing track of what happened.
  • It covers API and integration changes too. If an edit came in through the API or an integration rather than the app, it still shows up in the history alongside changes made in the app.

Who can use it

Undo and Redo require edit permission on that resource: write access to automations, documents, or forms respectively. If you only have read access, you can still see the full history, but the Undo/Redo controls won't be available.

← Back to all tutorials
The last piece

Two ways to
meet FinalPiece.

Talk to Evie right now, or book a real human for a deeper walkthrough. Whichever feels right.

01 · Talk to Evie

Pick up the phone.

Hear her in 10 seconds.

Evie
VOICEMeet Evie
  • RealHer voice passes for human.
  • SmartKnows your prices, hours, and trade.
  • PatientPolite, attentive, never has a bad day.
or
02 · Book a demo

Pencil us in.

60 minutes with a real human · Google Meet · Free.

August 2026
S
M
T
W
T
F
S
Loading…