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docs(web modeler): Milestones and process application changelist (#4107)
* First set of draft edits to milestones * Initial draft edits to Milestones page * Edits for milstone page * Edits to milestone page * Edits for milestones page * Edits for milestones and process application versioning * Versioning edits following review * Versioning edits following review * Edit process application versioning following review * Diagram edit
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Original file line number | Diff line number | Diff line change |
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--- | ||
id: milestones | ||
title: Milestones | ||
description: Working with milestones in Web Modeler | ||
description: Work with milestones in Web Modeler | ||
--- | ||
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<span class="badge badge--cloud">Camunda 8 only</span> | ||
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## Milestones | ||
You can create a milestone at any time to save a snapshot of your BPMN or DMN diagram. | ||
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You can save a snapshot of your diagram as a milestone any time. | ||
You can restore a milestone to revert to a previous snapshot of your diagram, for example if you make a mistake while modeling. You can also compare two milestones to see the differences between them. | ||
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If you make any mistakes while modeling, you can always go back to previously saved snapshots. You can also identify and compare the differences between two milestones. | ||
## Milestone history | ||
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Find your milestones by opening the actions menu, and clicking on **History**. | ||
![milestones](img/milestones/web-modeler-milestone-action-menu-item.png) | ||
You can use the milestone history to view, compare, and manage your diagram milestones. | ||
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### Creating milestones | ||
To view the milestone history, either: | ||
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In the milestone history view, the latest version can be saved as a new milestone. | ||
![milestones create via icon](img/milestones/web-modeler-milestone-create-via-icon.png) | ||
- Select **History** from the actions menu. | ||
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Alternatively, you can create a new milestone via the breadcrumb menu in the diagram view. | ||
![milestones create via icon](img/milestones/web-modeler-milestone-create-via-breadcrumb.png) | ||
![Milestone history showing the History button](img/milestones/web-modeler-milestone-action-menu-item-highlight.png) | ||
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When dragging and dropping a file into the diagram view, or when using the **Replace via upload** option under the breadcrumb menu, a new milestone is created automatically. | ||
- Select **Show milestone history** from the breadcrumb menu. | ||
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#### Bulk milestone creation | ||
![Milestone history showing the History breadcrumb menu option](img/milestones/web-modeler-milestone-show-history-via-breadcrumb-highlight.png) | ||
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A [process application](/components/modeler/web-modeler/process-applications.md) is a special type of folder in Web Modeler that allows you to work on a set of related files and | ||
[deploy](/components/modeler/web-modeler/process-applications.md#deploy-and-run-a-process-application) them together in a single bundle with just one click. This reduces the risk of having a broken deployment at runtime and makes it more convenient to deploy related files. | ||
## Create a milestone | ||
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When creating a milestone on a main process of a process application, milestones are created for all other assets in the application to make it easier to track or roll back changes. | ||
You can create a new milestone either from your diagram or the milestone history. | ||
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- From your diagram, select **Create milestone** from the breadcrumb menu. | ||
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![milestones create via the breadcrumb menu](img/milestones/web-modeler-milestone-create-via-breadcrumb-highlight.png) | ||
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- From the milestone history, hover over the the latest version in the **Milestones** panel and select **Create a new milestone**. | ||
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![milestones create via icon](img/milestones/web-modeler-milestone-create-via-icon-highlight.png) | ||
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:::note | ||
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A new milestone is also automatically created when dragging and dropping a file into the diagram view, or when you select the **Replace via upload** option from the breadcrumb menu. | ||
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::: | ||
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### Bulk milestone creation | ||
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A [process application](/components/modeler/web-modeler/process-applications.md) is a special type of Web Modeler folder that allows you to work on a set of related files and | ||
[deploy](/components/modeler/web-modeler/process-applications.md#deploy-and-run-a-process-application) them as a single bundle with just one click. This reduces the risk of having a broken deployment at runtime, and makes it more convenient to deploy related files. | ||
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If you create a milestone on the main process of a process application, milestones are created for all other assets in the application, to make it easier to track or revert changes. See [create a bulk milestone](process-applications.md#create-a-bulk-milestone). | ||
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:::note | ||
Milestones of resources belonging to a process application are tied to the main process and cannot be modified. | ||
::: | ||
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### Restoring milestones | ||
## Compare milestones | ||
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Hover over a milestone, click on the three vertical dots, and expand for more options. | ||
![milestones restore](img/milestones/web-modeler-milestone-restore.png) | ||
![milestones restore](img/milestones/web-modeler-milestone-restore-complete.png) | ||
You can compare the change history between two milestones, either visually as a diagram or as code in an XML diff layout. | ||
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### Comparing milestones | ||
1. Open the milestone history for your diagram. | ||
1. Ensure that the sidebar **Show changes** toggle is turned on. | ||
1. Select the milestone that you want to compare. The previous milestone is automatically selected for comparison. | ||
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Milestones can be compared visually. By enabling the diffing feature, the currently selected milestone is compared to its predecessor. | ||
:::note | ||
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Turn off the sidebar **Show changes** toggle to view individual milestones without comparison to the previous milestone. | ||
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::: | ||
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### Compare milestones in visual view | ||
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To view BPMN diagram changes visually, select the **Visual view** tab. | ||
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The differences that are highlighted are only those that affect the execution of the BPMN process. Pure visual changes like position changes are not highlighted. | ||
![milestones diffing](img/milestones/web-modeler-milestone-diffing.png) | ||
![milestones diffing in visual view](img/milestones/web-modeler-milestone-visual-diffing.png) | ||
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- Differences between the milestones are highlighted visually on the diagram. For example, if an element was added, this change is highlighted in green with a plus symbol. Hover over a change to view more details. | ||
- Only differences that affect the execution of the BPMN process are highlighted. | ||
- The sidebar **Changes** list shows the details of each change, including the type and identifier. Select a change to highlight it. | ||
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:::note | ||
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You can only use the **Code view** to compare changes in a DMN diagram. The **Visual view** only shows a view of the milestone. | ||
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::: | ||
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### Compare milestones in code view | ||
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To view BPMN and DMN diagram changes as code in an XML diff layout, select the **Code view** tab. | ||
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![milestones diffing in code view](img/milestones/web-modeler-milestone-code-diffing.png) | ||
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- The XML for the previous milestone is shown on the left, with the currently selected milestone shown on the right. | ||
- Differences between the milestones are highlighted in the XML. For example, if an element was added, this change is highlighted in green. | ||
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## Restore a milestone | ||
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You can restore a milestone to revert to a previous snapshot of your diagram. | ||
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1. In the sidebar **Milestones** list, hover over the milestone you want to restore. | ||
1. Select the three vertical dots to open the actions menu. | ||
1. Select **Restore as latest**. | ||
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![milestones restore](img/milestones/web-modeler-milestone-restore-highlight.png) | ||
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The diagram reverts to the restored milestone. A new milestone is created with "(restored)" appended to the name. | ||
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![milestone restored](img/milestones/web-modeler-milestone-restore-complete-highlight.png) | ||
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## Copy a diagram milestone | ||
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You can create a new diagram by copying a specific milestone. | ||
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1. In the sidebar **Milestones** list, hover over the diagram milestone you want to copy. | ||
1. Select the three vertical dots to open the actions menu. | ||
1. Select **Copy to...**. | ||
1. Choose a project/folder and select **Copy here** to create the new diagram in the chosen folder. | ||
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## Rename a milestone | ||
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You can rename a milestone at any time. | ||
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1. In the sidebar **Milestones** list, hover over the milestone you want to rename. | ||
1. Select the three vertical dots to open the actions menu. | ||
1. Select **Edit name** and enter a new name for the milestone. | ||
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## Delete a milestone | ||
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You can _permanently_ delete a milestone. | ||
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1. In the sidebar **Milestones** list, hover over the milestone you want to rename. | ||
1. Select the three vertical dots to open the actions menu. | ||
1. Select **Delete**. | ||
1. You are prompted to confirm the deletion. | ||
- Select **Delete milestone** to permanently delete the milestone. | ||
- Select **Cancel** to cancel the deletion and return to the milestone history. | ||
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:::caution | ||
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Deleting a milestone is permanent. You cannot access a deleted milestone, and it is removed from the milestone history. | ||
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::: |
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