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Robot settings

Snapshots

Snapshots

Snapshots are restore points for your robot's flow — a photograph of the design's complete state at a given moment. If a change breaks something, you can go back to any saved snapshot and get the robot as it was.


What they are for

While you are building or adjusting a robot it is easy to introduce an error by changing the flow. Snapshots work as a version history: save the current state at any time, and restore an earlier one in a couple of clicks if you need to.


Reaching the snapshots

  1. Open the robot's Designer.
  2. In the side menu, click the Snapshots icon (the camera 📷).

The snapshots screen has two sections:

  • Snapshot in use — the robot's current active state (the snapshot applied right now).
  • Other snapshots — every other saved snapshot, with its name, author and date.

Taking a snapshot by hand

To save the robot's current state as a snapshot:

  1. On the snapshots screen, click New snapshot.
  2. Give it a descriptive name (Version with email integration, Before refactoring the loop).
  3. Confirm.

The snapshot is created and joins the Other snapshots list.

When to take one

Take a snapshot before every significant change to the flow — adding a feature, refactoring part of the robot, or testing an important alteration. That way there is always a safe point to come back to.


Automatic snapshots

With Automatic snapshots turned on in the Designer's general settings, Roberty takes a snapshot after every successful manual run. Those are marked AUTOMATIC_SNAPSHOT and have Roberty as their author.

To turn it on:

  1. Open the Designer's settings (⚙️).
  2. Go to the General tab.
  3. Turn Automatic snapshots on.

Restoring a snapshot

To go back to an earlier version of the robot:

  1. In the Other snapshots list, find the one you want.
  2. Click Restore.

The robot returns to exactly the state it was in when that snapshot was taken. The snapshot that was active before moves into Other snapshots.

Unsaved changes

Restoring a snapshot replaces the current flow. Make sure there is no work in progress you would rather keep — or take a snapshot of the current state before restoring.


Removing a snapshot

To delete one you no longer need:

  1. Find it in the snapshots list.
  2. Click Remove.
info

The snapshot in use cannot be removed directly. To remove it, restore another one first so that one becomes active.


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