Put Live¶
Definition¶
You configure Atfinity in a draft, which nobody working in the Case Manager sees. Put Live publishes that draft: it becomes the live configuration, and every case from then on runs on it.
Before publishing, Atfinity checks the whole configuration and reports two kinds of message. A warning points at something that is probably not what you meant, such as a rule you never added to a process, and does not stop you. An error means the configuration cannot be applied, and Put Live refuses to run while one remains.
Each Put Live produces a numbered configuration version. 'Revert changes' throws the draft away and puts it back to the version that is live, so it undoes everything since the last Put Live rather than a single change.
Putting live runs in the background and only one can run at a time, so the configuration is locked while it works. The Case Manager keeps running on the current configuration until it finishes.
See Why does Put Live fail? for working through the errors, and 6. Put Live for a first walkthrough.
Example¶
You add a rule that requires an account holder, and a document section that prints their name. Neither does anything in a case until you put live. Once you do, the next case you open asks for the account holder, and cases that were already open follow the new configuration too.
Requiring Several Approvals¶
Info
New in Atfinity 18.
Put Live can wait for several users to approve the changes before it publishes them. Under Administration -> Settings, in the Changes section, set Require multiple users to approve changes and the Number of users for approval, between 2 and 16.
The Put Live button then reads Approve and Put Live and shows the approvals so far, for example 1/3. It opens a dialog listing who approved and when. Every configurator can approve once and revoke their own approval. The last approval puts the changes live, and the dialog then also offers to skip reindexing cases and instances.
Approvals stay in place when the configuration changes further, so they approve the draft rather than the changes seen at the time. They are cleared when the draft is reverted, when a configuration is imported and when the approval settings change. Approving is not possible while the changes are being calculated or while a Put Live or a revert runs. When a Put Live fails, the approval of the user who started it is withdrawn, so one more approval tries again.
History¶
The History tab of the changes lists every version that was put live, newest first, with when its last approval put it live, who approved it and how many changes it held. It can be searched by the name of an approver or by a version such as v12, and exported to Excel. Versions put live before Atfinity 18 are not listed.