Change history and restoring versions Praxis Desk

The change history shows who changed a form and when. You can view an earlier version and restore its content.

Prerequisites

Required license

This feature requires the Forms add-on for Praxis and Desk.

• The form is open in the editor.

Note: Thieme forms have no change history. For more, see Thieme consent forms.

How to do it

Open the change history

1. In Einstellungen (settings), go to Formulare (forms) and open the form in the editor.
2. In the toolbar, click the button with the clock icon (tooltip Änderungsverlauf, meaning change history).

A list opens with the newest changes at the top. If there are no changes yet, it shows Keine Änderungen vorhanden (no changes available).

Fig. 1The Änderungsverlauf of a form: the combined entry shows the time range, the number of saves, and the changed fields, below it the entry Formular angelegt.

Each entry shows the date, the user, and, for multiple saves, the time span, e.g., "11:37–11:39".

Offisy combines saves by the same person that are at most 10 minutes apart into one entry. The entry then shows 3× gespeichert (saved 3 times). It shows only the difference between the state before the first save and after the last save.

If you renamed a field and later renamed it back, it does not appear. Saves by different people stay separate entries.

Each entry also shows a short list of the affected fields:

• Hinzugefügt (added): new fields
• Entfernt (removed): deleted fields
• Geändert (changed): changed fields

If there are more fields, the list ends with e.g. +2 weitere (+2 more).

View all changes of an entry

Click an entry to expand it. You see all added, removed, and changed fields and the type of change, e.g., label, field type, answer options, or required field. The entry Formular angelegt (form created) has no details.

View a version

1. In the entry, click the eye button (tooltip Ansehen, meaning view).
2. The editor shows the form as it looked after this change. You see it in fill-in mode.
3. A notice bar shows "Version vom {date} · {user}".

Speichern (save) is not available in the version view. The tooltip reads In der Versionsansicht nicht verfügbar (not available in the version view).

Return to the current version

Click Zurück zur aktuellen Version (back to current version) in the notice bar. The editor shows your form again. Unsaved changes stay as they were.

Restore a version

1. Open the version with the eye button.
2. In the notice bar, click Diese Version wiederherstellen (restore this version). This button is missing on the newest entry because it is the current state.
3. If you have unsaved changes, Offisy asks for confirmation (Version wiederherstellen, meaning restore version). Confirm with Wiederherstellen (restore) or cancel with Abbrechen (cancel). Then nothing changes.
4. The editor switches to edit mode. The message Version wiederhergestellt (version restored) reminds you: "Zum Übernehmen speichern."
5. Click Speichern to apply the version.

Offisy restores only the form content. Name des Formulares (form name), Farbe (color), Textfarbe (text color), and the form type stay as they currently are.

Nothing changes until you save. Use Rückgängig (undo) to undo the restore. After saving, a normal entry appears in the history.

Common errors

• Restore not saved: The restore only applies after you click Speichern. If you leave the editor first, the old state stays.
• No Diese Version wiederherstellen button: You opened the newest entry. It matches the current state. Choose an older entry.