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Publishing a workflow

Publishing a project means deploying the current draft version of the workflow on the canvas, into the live or production state.

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A window will appear summarizing the change that will be made - what version is currently in draft, and what version is currently in production. Click "Confirm" to confirm to deploy the draft version into production.

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Once the workflow has been published you will see a summary of the deployment.

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Check your access settings after publishing

After publishing a workflow, make sure your access settings are correctly configured for your requirements. Otherwise, users may not be able to access forms, tasks and other components.

Add a comment

You can also add a comment or note to accompany your publishing of a new version. This is useful for documenting changes between versions and other notes you want to record.

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This comment is stored in the version history:

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Leaving a comment describing what changes have been made when publishing a new version is good practice for keeping your workflows well documented.

How does publishing affect the versioning?

When a project is published, it will create a new draft version, moving your version number up by 1 i.e. if your draft was version 1 and that was deployed to production, then your new draft version will be version 2. This becomes the version that reflects any changes you make to the workflow canvas.

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