cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Working with Flow Versions

Working with Flow Versions

Flow versions is a backup system that enables you to easily manage your projects. You can set up versions for each Flow project. Versions include several new functionalities such as environments, drafts, development, production, versions. You can easily create and promote drafts, roll back versions, and switch between the environments. 

Project Environments

Environments are isolated projects. Each environment includes its flows, intents, entities, actions, integrations. There are three types of environments:

  • Draft- Drafts are empty projects that can be used to update the existing project in the development environment. This is the initial step of creating or updating a project. 
  • Development- The development environment is the workspace for testing an application before moving the project to production. You can delete the drafts and projects however, you can not delete the entire development environment. 
  • Production- The production environment should be used for end-users as it is read-only. You can not edit or delete versions from production. 
  • Version- A version is created each time the production environment is promoted. It can also be used as a backup of the production environment.

1. Open Flow.ai Dashboard and click Versions

Step 1 image

2. Click ENABLE VERSIONS

Step 2 image

3. Click + symbol

Step 3 image

4. Select Empty draft

Step 4 image

5. Choose New Draft template.
In this example, we choose Blank.

Step 5 image

6. Click NEXT STEP

Step 6 image

7. Enter Bot or project name

Step 7 image

8. Click CREATE

Step 8 image

9. Click PROMOTE TO DEV

Step 9 image

10. Click PROMOTE TO PROD

Step 10 image

11. Click Deploy

Step 11 image

12. Click Export to save a copy in your local system

Step 12 image

13. That's it. You're done.

Step 13 image

 

https://www.iorad.com/player/1892066/Enable-Flow-Versions

 

Enable Project Versions 

You can see the environments only after you enable Versions for a project. 

Note: After you enable the Versions for a project you cannot disable it. 

  1. Sign in to the Khoros Flow dashboard. 
  2. Select a project.
  3. Access the Version tab from the left panel.
  4. Click ENABLE VERSIONS  

MeghaD_0-1632384299308.png


Create a new draft 

Follow the below steps to create a draft for the development environment.

  1. Click the + icon of the development project. 
  2. Select Empty draft to create a new draft.
    Or

    Select Import to add an existing project. Click Upload and browse the project.

  3. Click NEXT STEP. 
  4. In the Empty project window, enter the project details and click CREATE. 

Promote to Development

After the new draft is created and updated, you can promote the project to the development environment. This is an essential step for testing the project and ensuring that the project is functional without any errors. 

  1. Select the project draft from the available list.
  2. Click PROMOTE TO DEV.

Promote to Production

Promoting a draft to the production impacts Flow end-users. A draft can be promoted to a production environment only after it is promoted to the development environment.  

          Click PROMOTE TO PROD on the development environment.  

You can also perform the following action for the versions that are promoted to production. 

  •  Export a project version: You can export the JSON file of a project and save it as a draft. 
  • Rollback a project version: You can revert a project version after promoting it to the production environment.
Labels (1)

Working with Flow Versions

Flow versions is a backup system that enables you to easily manage your projects. You can set up versions for each Flow project. Versions include several new functionalities such as environments, drafts, development, production, versions. You can easily create and promote drafts, roll back versions, and switch between the environments. 

Project Environments

Environments are isolated projects. Each environment includes its flows, intents, entities, actions, integrations. There are three types of environments:

  • Draft- Drafts are empty projects that can be used to update the existing project in the development environment. This is the initial step of creating or updating a project. 
  • Development- The development environment is the workspace for testing an application before moving the project to production. You can delete the drafts and projects however, you can not delete the entire development environment. 
  • Production- The production environment should be used for end-users as it is read-only. You can not edit or delete versions from production. 
  • Version- A version is created each time the production environment is promoted. It can also be used as a backup of the production environment.

1. Open Flow.ai Dashboard and click Versions

Step 1 image

2. Click ENABLE VERSIONS

Step 2 image

3. Click + symbol

Step 3 image

4. Select Empty draft

Step 4 image

5. Choose New Draft template.
In this example, we choose Blank.

Step 5 image

6. Click NEXT STEP

Step 6 image

7. Enter Bot or project name

Step 7 image

8. Click CREATE

Step 8 image

9. Click PROMOTE TO DEV

Step 9 image

10. Click PROMOTE TO PROD

Step 10 image

11. Click Deploy

Step 11 image

12. Click Export to save a copy in your local system

Step 12 image

13. That's it. You're done.

Step 13 image

 

https://www.iorad.com/player/1892066/Enable-Flow-Versions

 

Enable Project Versions 

You can see the environments only after you enable Versions for a project. 

Note: After you enable the Versions for a project you cannot disable it. 

  1. Sign in to the Khoros Flow dashboard. 
  2. Select a project.
  3. Access the Version tab from the left panel.
  4. Click ENABLE VERSIONS  

MeghaD_0-1632384299308.png


Create a new draft 

Follow the below steps to create a draft for the development environment.

  1. Click the + icon of the development project. 
  2. Select Empty draft to create a new draft.
    Or

    Select Import to add an existing project. Click Upload and browse the project.

  3. Click NEXT STEP. 
  4. In the Empty project window, enter the project details and click CREATE. 

Promote to Development

After the new draft is created and updated, you can promote the project to the development environment. This is an essential step for testing the project and ensuring that the project is functional without any errors. 

  1. Select the project draft from the available list.
  2. Click PROMOTE TO DEV.

Promote to Production

Promoting a draft to the production impacts Flow end-users. A draft can be promoted to a production environment only after it is promoted to the development environment.  

          Click PROMOTE TO PROD on the development environment.  

You can also perform the following action for the versions that are promoted to production. 

  •  Export a project version: You can export the JSON file of a project and save it as a draft. 
  • Rollback a project version: You can revert a project version after promoting it to the production environment.
Labels (1)

Working with Flow Versions

Flow versions is a backup system that enables you to easily manage your projects. You can set up versions for each Flow project. Versions include several new functionalities such as environments, drafts, development, production, versions. You can easily create and promote drafts, roll back versions, and switch between the environments. 

Project Environments

Environments are isolated projects. Each environment includes its flows, intents, entities, actions, integrations. There are three types of environments:

  • Draft- Drafts are empty projects that can be used to update the existing project in the development environment. This is the initial step of creating or updating a project. 
  • Development- The development environment is the workspace for testing an application before moving the project to production. You can delete the drafts and projects however, you can not delete the entire development environment. 
  • Production- The production environment should be used for end-users as it is read-only. You can not edit or delete versions from production. 
  • Version- A version is created each time the production environment is promoted. It can also be used as a backup of the production environment.

1. Open Flow.ai Dashboard and click Versions

Step 1 image

2. Click ENABLE VERSIONS

Step 2 image

3. Click + symbol

Step 3 image

4. Select Empty draft

Step 4 image

5. Choose New Draft template.
In this example, we choose Blank.

Step 5 image

6. Click NEXT STEP

Step 6 image

7. Enter Bot or project name

Step 7 image

8. Click CREATE

Step 8 image

9. Click PROMOTE TO DEV

Step 9 image

10. Click PROMOTE TO PROD

Step 10 image

11. Click Deploy

Step 11 image

12. Click Export to save a copy in your local system

Step 12 image

13. That's it. You're done.

Step 13 image

 

https://www.iorad.com/player/1892066/Enable-Flow-Versions

 

Enable Project Versions 

You can see the environments only after you enable Versions for a project. 

Note: After you enable the Versions for a project you cannot disable it. 

  1. Sign in to the Khoros Flow dashboard. 
  2. Select a project.
  3. Access the Version tab from the left panel.
  4. Click ENABLE VERSIONS  

MeghaD_0-1632384299308.png


Create a new draft 

Follow the below steps to create a draft for the development environment.

  1. Click the + icon of the development project. 
  2. Select Empty draft to create a new draft.
    Or

    Select Import to add an existing project. Click Upload and browse the project.

  3. Click NEXT STEP. 
  4. In the Empty project window, enter the project details and click CREATE. 

Promote to Development

After the new draft is created and updated, you can promote the project to the development environment. This is an essential step for testing the project and ensuring that the project is functional without any errors. 

  1. Select the project draft from the available list.
  2. Click PROMOTE TO DEV.

Promote to Production

Promoting a draft to the production impacts Flow end-users. A draft can be promoted to a production environment only after it is promoted to the development environment.  

          Click PROMOTE TO PROD on the development environment.  

You can also perform the following action for the versions that are promoted to production. 

  •  Export a project version: You can export the JSON file of a project and save it as a draft. 
  • Rollback a project version: You can revert a project version after promoting it to the production environment.
Labels (1)
Version history
Last update:
‎12-17-2021 12:50 AM
Updated by:
Contributors