Deploying projects

Learn how to deploy projects.

Procedure

  1. Go to the Projects dashboard.
    If a new deployment is available for a project, then a message appears on the project card.
  2. Click the project card that has the deployment message.
    A confirmation messages appears.
  3. Click Yes.
    The Deployments page appears to list all deployments.
  4. Click Deploy.
    The Configure Accounts page appears.
  5. Optional: Provide account configurations.

    Select an account from the existing accounts for the specified connector and provide values for any dependent lookup fields to run the relevant actions.

    Or

    You can keep the previous account configurations as they are or specify a different account and provide dependent lookup field values to run the relevant action.

    Click + to create a new account.

    Note: Click Next to skip this step. If you do so, you must manually configure the relevant accounts before you run the workflow or flow service.
  6. Click Next.
    The Triggers page appears.
    Note: You must configure all triggers that are displayed to proceed to the next step.
  7. Provide trigger configurations.

    Select an account from the existing accounts for the specified connector and provide values for any dependent lookup fields to run the relevant actions.

    Or

    You can keep the previous account configurations as they are or specify a different account and provide dependent lookup field values to run the relevant action.

    Click + to create a new account.

  8. Click Next.
    The Parameters page appears.
  9. Click Edit to provide a parameter value.
    If the parameter value is changed at source before redeployment, it appears as a masked value.
  10. Click View to view the masked value.
  11. Provide the parameter value.

    If you want to change the parameter value, click Edit to enter a new value and if you want to preserve the existing value, select the Overwritten parameter with source value checkbox.

  12. Click Deploy.

    The project that is published by another tenant is successfully deployed in your tenant. If you check your Projects dashboard, you can see the project card that is associated with the deployed project and use the integrations.

What to do next

  1. Verify the project configurations. When publishing and deploying a project, certain assets are not automatically included. Ensure that all necessary assets are manually added and properly configured in the target environment after deployment.
  2. If the deployed workflow contains a webhook, its associated payload data is not retained. Add the webhook payload data when you configure the deployed workflow.
  3. To enhance data security, deployed workflows using a webhook default to Tenant Credentials for authentication, regardless of the method configured during design. However, you can modify the webhook authentication method during deployment to suit your specific requirements
  4. Test and monitor your integrations in the target environment after successful deployment.