Versions & Environments

Workflows can exist in multiple environments, allowing you to safely build, test, validate, and deploy changes without affecting live systems.
Each environment maintains its own workflow version, ensuring full control throughout the entire workflow lifecycle.

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Environments

A workflow can exist in the following environments:

Each environment has its own workflow version and activation state.

Accessing Workflow Versions

To view workflow versions:

1. Open Workflow
2. Select a workflow from the List view.
3. Open the Versions tab.

The page displays one row per environment, showing the currently active version, its status, and available actions.

Versions Table

The versions table contains:

• Name – Workflow name
• Created – Timestamp of when this version was created
• Environment – Development, Test, Pre Production, or Production
• Status – Active, Inactive, or Disabled
• Actions – Promote, Rollback, or Disable

Filters allow you to show or hide specific environments.

Badges such as Latest and Workflow Active identify the most current version in each environment.

Promoting a Workflow

Promotion moves a workflow’s logic from one environment to the next:

Development → Test → Pre Production → Production

This ensures that workflows follow a safe and structured promotion pipeline.

How Promotion Works

• Promotion creates a new workflow version in the destination environment
• The version in the source environment is preserved
• Variable values and environment settings remain tied to their own environment (they are not promoted)

How to Promote

1. Open the Versions tab.
2. Locate the environment row you want to promote from.
3. Click the promotion action:
   • Promote to Test
   • Promote to Pre Production
   • Promote to Production
4. Confirm the promotion.

Rollback

Rollback allows you to restore an older workflow version in the same environment.
This is useful if the current version behaves unexpectedly.

How to Roll Back

1. Open Versions.
2. Find the version you want to restore.
3. Click Rollback.

The selected version becomes the active version for that environment, and the current version is preserved in history.

Disable a Workflow Version

If you need to temporarily stop a workflow in a specific environment, you can disable the version.

How to Disable

1. Go to Versions.
2. Click Disable in the desired environment row.

A disabled version will not run until reactivated or replaced with another version.

Best Practices

• Promote gradually through Development → Test → Pre Production → Production.
• Test thoroughly before promoting into higher environments.
• Rollback quickly if a Production issue occurs.
• Keep workflow logic clean and consistent across environments.

Summary

The Versions & Environments system gives you full control over how workflows evolve and operate.
By separating workflow logic across environments, you can safely develop, test, and deploy changes without impacting live users or systems.