Publishing Workflows

1. Publish

What is Publishing?

• Publishing locks a workflow into a specific, immutable version.

• Published versions provide version control, allowing users to track changes and restore prior versions when needed.

Steps to Publish a Workflow

1. Access the Publish Sidebar

   • Click the Publish button in the header menu to open the Publish sidebar.

2. Open the Publish Popup

   • Click the + icon in the sidebar to start the publishing process.

3. Provide Version Details

   • Add a comment summarizing the changes in this version. Example: "Enhanced API validation and updated response schema."

4. Confirm and Publish

   • Click the Publish button to finalize. The workflow version is now locked and available for deployment.

2. Deploy

What is Deployment?

• Deployment executes a published version of a workflow in a target environment.

• Users can deploy workflows as a Secured API or Public API in the Development environment by default.

Deployment Options

1. Secured API Provides restricted access to the workflow, requiring authentication such as API keys or tokens.

2. Public API Offers open access to the workflow without authentication, ideal for public-facing use cases.

Steps to Deploy a Workflow

1. Access the Deployment Page

   • Navigate to the Deploy Page via the workflow interface.

2. Select Deployment API Type

   • Choose Secured API or Public API based on the workflow’s access requirements.

Initiate Deployment

• Click the Deploy button. The most recently published version is automatically selected.

3. Promote

What is Promotion?

• Promotion transitions a deployed workflow from the Development environment to the Production environment.

• This process is managed through the Promote button on the Deploy Page and requires approval from designated approvers.

Steps to Promote a Workflow

1. Access the Promote Option

   • Navigate to the Deploy Page and locate the deployed workflow.

   • Click the Promote button next to the workflow.

2. Request Approval

   • Clicking Promote sends an approval request to designated users.

   • Approvers review the workflow and either approve or reject the request.

3. Complete Promotion

   • Upon receiving all necessary approvals, the workflow is promoted to the Production environment.

4. Rollback

What is Rollback?

• Rollback allows users to restore a previously deployed workflow version in case the current version exhibits issues or errors.

• This feature ensures business continuity by reverting to a stable state.

Steps to Rollback a Deployed Workflow

1. Access the Deployment Page

   • Navigate to the Deploy Page where all deployed versions are listed.

2. Select the Version to Rollback

   • Locate the workflow version you wish to restore from the version history.

3. Initiate Rollback

   • Click the Rollback button associated with the selected version.

   • Confirm the rollback action.

Rollback Use Cases

• Resolving issues in the current workflow version that impact functionality.

• Quickly restoring operations to a previously validated state.