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Kanri

Publish and Disable

When you’re happy with your workflow, you publish it. Publishing freezes your draft into a permanent, numbered version and immediately makes the workflow live.

The draft-publish lifecycle

Section titled “The draft-publish lifecycle”

When you create or edit a workflow, your changes are always in a draft first. The draft:

  • Is saved manually using the Save Draft button.
  • Does not affect any members, invoices, or other records.
  • Does not fire any triggers.

To make a workflow live, you publish the draft. Publishing freezes the current draft into a permanent, immutable version (labeled v1, v2, v3, etc.), makes it the active version, and immediately enables the workflow.

Once published:

  • The workflow starts firing its trigger right away.
  • A new draft can be created without affecting the live version.
  • Runs that were already in progress continue using the version that was live when they started.
  • You can view the published version at any time.

How to publish

Section titled “How to publish”
  1. Open the workflow in the editor.
  2. Check that the canvas looks correct and all steps are configured.
  3. Click Publish (top right of the editor).
  4. Kanri validates the workflow — if there are errors, they’ll appear inline. Fix them and try again.
  5. When validation passes, the draft is published and the workflow goes live immediately.

How to disable

Section titled “How to disable”

Disabling a workflow stops it from running. Any runs currently in progress are cancelled.

To disable:

  1. Open the workflow.
  2. Toggle the Enabled switch to off.

When to disable:

  • You need to pause a workflow (a promotion ended, a campaign is over).
  • You want to investigate a problem before letting it run further.
  • You’re working on significant changes and don’t want the current version firing while you do.

Editing a published workflow

Section titled “Editing a published workflow”

To change a workflow that’s already live:

  1. Open it in the editor.
  2. Make your changes — Kanri creates a new draft version, leaving the live version untouched.
  3. Save the draft as you work using Save Draft.
  4. When ready, click Publish to go live (this becomes v2, v3, etc.).

The previous published version is preserved in Version History. In-progress runs from the old version continue on that version unless the workflow is disabled.

Deleting a workflow

Section titled “Deleting a workflow”

To permanently delete a workflow:

  1. Open the workflow.
  2. Click Delete (usually in a settings or overflow menu).
  3. Confirm the deletion.

Deleting a workflow:

  • Cancels all in-progress runs immediately.
  • Prevents any new runs from being created.
  • Removes the workflow from the list permanently.

Summary

Section titled “Summary”
ActionEffect
Save DraftUpdates the draft. Nothing live is affected.
PublishCreates a new immutable version and immediately enables the workflow.
DisableStops the workflow. Cancels all in-progress runs.
DeleteRemoves the workflow permanently. Cancels all in-progress runs.

Next steps

Section titled “Next steps”