Cakedesk

General

ClientsInvoicesProposalsE-InvoicesAI AgentsCancellationsEmailsCatalog itemsQuantities and unitsGross/net pricingDiscountsDelivery date / service dateUsing your own logoID formatsFilename formatsStrict ModeRevision HistorySpacesImport from webMoving to another computer

Templates

OverviewVariablesHelper functionsCustom fieldsTranslation strings

Template Guides

Using EJSHeaders and footersCustom fontsLogos and images

Help

Cakedesk log filePDF export

Revision History

Cakedesk's Revision History records changes and lets you inspect what changed and when.

Revision History with a selected catalog item change and its details open.

#Changes made by AI agents

When you've connected an AI agent to Cakedesk, the Revision History also records every change your agent makes. These entries are marked "(by AI agent)", and their details note that an AI agent made the change.

#Exporting the Revision History as CSV

Starting with Cakedesk version 1.37.0, you can export the complete Revision History or selected entries as a CSV file.

Open the Revision History and click "Export CSV…" in the bottom-right corner to export all recorded changes. To export only certain entries, select them first. Then click the arrow next to "Export CSV…" and choose "Export CSV (selection)".

Revision History list with three changes selected and the Export CSV selection action open.

#One row per field

The exported file breaks recorded changes down by field. A single entry in the Revision History can therefore produce several CSV rows.

#Stable number history starting with version 1.37.0

New entries created with Cakedesk 1.37.0 or later store the client, invoice, or proposal number that was valid at the time of the change. That number remains available even if it is changed later or the document is deleted.

In earlier versions, numbers could be lost if the associated document was deleted or assigned a different number.