Answer
Publish to Production only after the workflow has been tested successfully in Demonstration / UAT. This makes the workflow available to live users, so choosing the correct publish option is critical.
Use Update when you are releasing changes to an existing workflow. Use Create only when you intentionally want a new, separate workflow. If the workflow is truly net-new, you will not see the Update / Create choice.
Steps
Before publishing
Confirm the workflow has been tested in Demonstration / UAT.
Confirm:
questions behave as expected
routing and logic work correctly
Stops and Interventions trigger as designed
stakeholders agree the workflow is ready for live use
Publish the workflow
Open ANVL Insights.
Go to Mobilize → Editor.
Open Drafts in the left menu.
Find the workflow draft you want to publish.
Select the Publish icon.
Choose the correct publish option
If you are updating an existing workflow
Choose Update.
Use this when the workflow purpose stays the same and you are refining or improving the existing workflow.
This replaces the existing workflow template for future launches and avoids duplicates.
If you intentionally want a new workflow
Choose Create Template.
Use this only when the workflow purpose has changed, you need parallel versions, or you want to preserve the original unchanged.
If the workflow is net-new
You will not see Update or Create Template.
Assign the Workflow Category.
Select the Production Group(s).
Select Publish.
Complete the publish
Select the correct Workflow Category if required.
Select the Production Group(s).
Select Publish.
Resolve any validation errors if prompted.
Verify the Production publish
Refresh the browser.
Open Published.
Use the Group Selector to select a Production site.
Open the workflow.
Confirm the correct version is displayed.
Important notes
Publishing to Production affects live users.
Always test in Demonstration / UAT first.
Use Update to avoid duplicate workflows.
Use Create Template only when a new workflow is intended.
Net-new workflows skip the Update / Create step.
Workflow updates follow a refresh cadence, so users may not see changes until later the same day or the following day.