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Publish a workflow

Before a workflow can be used for an object, it must be published. When you are ready to begin using your workflow, click the Publish button in the top-right corner.

The workflow’s status changes from Draft to Active and you can see the latest published version along the header. If previous versions of the workflow exist, their statuses change to Obsolete.

The following conditions must be met before publishing a workflow:

  • The workflow must contain the Start and Stop primitives and any number of other primitives in between.
  • All primitives must be connected (including all happy and exception paths as required by each primitive).
  • Required primitive attribute fields must be filled in.

Upchain will not publish a workflow version if any of the above criteria are not met. This prevents errors in the data by using a faulty workflow. When you click Publish on an incomplete workflow, upchain lists the errors it finds in an error message in the top-right of the window.

Note: If you publish a new version of a workflow and objects are still using a previous version of the workflow (now obsolete), the object will proceed using the obsolete workflow. Users may see a warning message when they progress the workflow that their workflow version is out of date.

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