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.