Baselines

Baselines capture a named snapshot of your workarea at a specific point in time. They are useful for tracking progress, comparing versions, and establishing formal milestones.

Because every workarea is backed by a git repository, a baseline is not a copy of your data — it is a tag on a specific commit, together with a frozen snapshot of the workarea’s resolved configuration. That means a baseline always renders exactly as it did on the day it was created, even if type or enumeration configuration changes later.

Creating a Baseline

Baselines are created from the History page:

  1. Navigate to History in the sidebar
  2. Find the commit you want to baseline
  3. Click Create Baseline on that commit
  4. Enter a name and description — names must be unique and use only letters, digits, dashes, and underscores

Creating a baseline from a commit on the History page

The Baselines page lists all baselines with their name, description, source commit, and creation date. Its empty state links you to the History page.

Permissions: Viewing baselines requires baselines:view, creating them baselines:create, and deleting them baselines:approve. Deletion asks for confirmation and cannot be undone.

Viewing a Baseline

Click a baseline’s name (or the eye icon) to enter Historical View. An amber banner shows the baseline tag, source commit, and an Exit Historical View button. In this mode:

The Historical View banner shown while a baseline is active

  • All items, documents, dashboards, reviews, checklists, and change requests show their state as of the baseline’s commit
  • Editing is disabled everywhere — you browse in read-only mode
  • Switching workareas exits historical view

Tip: Historical View is not limited to baselines — the History page’s “View revision” action opens the same read-only view for any commit.

Comparing Baselines

Comparison happens on the History page, where baselines appear as tagged commits:

  1. Click Compare on the History page
  2. Select the two commits you want to compare (e.g. two baseline commits)
  3. Click View Diff to open the Compare Commits page with a change summary and per-item diffs

History and Diffs

For detailed change tracking and commit-level comparisons, see History & Diffs.