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Timeline Layout and Insight Card Versioning

Last Update: Oct 2024 • Est. Read Time: 2 MIN
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There are times where you will need to update your existing timeline layouts or insight cards to add or remove information. Versioning makes it simple to track all of your view changes and switch between different versions, as needed.

Who can access this feature?
User typesAdmins can access the Klasses page.


To access versioning:

  1. Go to Settingsand select Klasses followed by the klass.
  2. Select the Timeline Layout or Insight Cards tab and select the view you want to edit. Versioning is available in the Settings pane of the selected view.

Creating a new version

To create a new version of your timeline layout or insight card, simply edit either view and save your changes. A new version will be created every time you select Save Changes. You can have up to 30 versions of a view available. Once you reach this maximum, the oldest version will be rewritten.

Note: Switching to the code editor is a permanent action. If you select an earlier version that was created in the code editor, your view will change to code and can’t be switched back to the visual editor.

Accessing a different version

To change the version of your timeline layout, insight details, or insight card, select an option from the Version drop-down menu. You can instantly compare versions to see what changed between them, or edit a previous version. 

Note: You can restore the Insight Details card to its original view by selecting Restore to default.

Select Save Changes to restore the version that you select.

App installed views

If you install an app that also installs default insight cards or timeline layouts, such as the Shopify app, the default view will be considered the default version. When the app is updated, the default version will be replaced with the latest app installed view. Older versions of the view will be saved and you can revert back to them at any time.