Primary Role: Workflow Manager
Learning Focus: Apply
Where: Workflow Editor
🧭 Before You Start
Before publishing to Production, confirm that:
The workflow has been tested in a Demonstration / UAT site
Testing confirmed:
Questions behave as expected
Routing and logic work correctly
Stops and Interventions trigger as designed
Stakeholders agree the workflow is ready for live use
→See How to Test a Workflow
Publishing to Production affects users.
🎯 Why This Matters
Publishing to Production makes the workflow available to end users. Skipping validation or choosing the wrong publish option can cause confusion, duplicate workflows, or unintended behavior at scale.
🛠️ How to Publish a Workflow to Production
Open ANVL Insights
Navigate to Mobilize → Editor
Open Drafts in the left-hand menu
Locate the workflow draft you want to publish
Click the Publish (🚀) icon next to the draft
🧭 Choose the Correct Publish Option
What you see next depends on the type of workflow you are publishing.
🔁 Updating an Existing Workflow (Most Common)
Use this when you are releasing changes to an existing workflow.
Choose Update (default option)
This replaces the existing workflow template for future launches
Avoids creating duplicate workflows
👉 Use Update when:
The workflow purpose remains the same
You are fixing, improving, or refining an existing workflow
🧬 Creating a New Workflow from an Existing One
Use this only when you intentionally want a new, separate workflow.
Choose Create Template
This creates a new workflow that exists alongside the original
indication
👉 Use Create Template when:
The workflow purpose has changed
You need parallel versions
You want to preserve the original unchanged
(Covered in: Copying a Workflow Template to Create a New One)
🆕 Publishing a Net-New Workflow
If this is a brand-new workflow (not copied from another):
You will not see Update or Create options
Simply:
Assign the Workflow Category
Select the Production group(s) (sites)
Click Publish
🛠️ Complete the Publish
Select the appropriate Workflow Category (N/A if Updating an existing template)
Select the Production site(s) from the group list
Click Publish
If required fields are missing, the Editor will prompt you to resolve them.
🔍 Verify the Production Publish
After publishing:
Refresh the browser page
Open Published
In the Group Selector, select one of the Production sites
Open the workflow
Confirm the correct version is displayed
✅ What You Should See After Publishing
The workflow appears under Published
It is visible when the Production site(s) are selected in the Group Selector
Users can launch the workflow on the next refresh cycle
Workflow updates follow an ~8-hour refresh cadence, so users will see changes the following day.
🔑 Key Takeaways
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
Verify production visibility after publishing