Deploying a process flow (without virtual environments)

Introduction

When a process flow is deployed and enabled, it runs automatically, according to defined trigger shape settings (or API requests).

Typically, you would build your required flow and then deploy the draft version however, it is possible to deploy an older, inactive version if needed.

For detailed information about the different process flow versions that you may encounter, please see Process flow versioning.

If the virtual environments feature is enabled for your company profile, the steps detailed on this page are different - please refer to Deploying a single process flow to a virtual environment.

Need to know

  • A process flow can be deployed once. Each time you deploy a draft version, the current deployed version becomes inactive, making way for the new deployment.

  • For a process flow to run automatically (based on any defined trigger settings), it must be both deployed and enabled. If the virtual environments feature is not enabled for your company profile, you must decide whether a deployed flow is enabled - this doesn't happen as part of the deployment process.

The steps

1

Access version details for the required process flow

Open settings for your process flow and scroll down to the versions panel.

For detailed instructions, please refer to Accessing process flow versions.

2

Select the required version

The currently selected version (i.e. the version displayed on the canvas) is shown with an 'eye' icon in the selected column. For example:

Click anywhere on the draft or inactive version you want to deploy and check that the canvas updates with the expected content. For example:

3

Deploy this version

Click the deploy button (just above the variables section). For example:

Alternatively, you can click the ellipses associated with your selected version. For example:

Then select the deploy option. For example:

The draft version transitions to deployed and the previously deployed version transitions to a new inactive version.

4

Check the enabled/disabled status

Scroll up to the top of the settings panel and check how the enabled toggle option is set. For example:

Set this option as required, bearing in mind:

  • If this option is toggled off, the flow will NOT run according to any defined trigger settings - it only runs if you choose to do so manually (useful if you are testing a flow).

  • If this option is toggled on, the flow will run according to any defined trigger settings immediately.

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