Configure Form Promotion
Journey Manager (JM) The transaction engine for the platform. | Platform Developer | All versions This feature is related to all versions.
The form version promotion functionality allows the organization to progress their forms from development to production, with the ability to add notes and set up different users with different permissions, for example, developers may be allowed to send a version to test, but not promote it any further than that. Promotion applies to a particular form version. If a form has multiple versions, they are promoted independently of each other.
Manager allows you to promote or demote a form.
To promote a form:
- Select Forms > Forms.
- Locate a form and select the Form Promotion tab to see all promoted form versions.
- Click New.
- Select a form version you want to promote from the Form Version dropdown.
Note You can also demote a form version by setting it back to a lower level.
- Select an appropriate promotion status from the Promotion Status list. You can promote only a single step at a time, which helps set up a permission system with several interacting roles such as developer, tester and project manager.
- Provide the Promotion Notes to add some extra information.
- Click Save to update the changes. Verify that it shows in the list of promotion log entries for the form.
After a form version has been promoted, notification emails will be automatically sent out to all organization and global administrators who have the permissions to promote the form to the next level. For example, if a form is promoted to Test Passed, all administrators who can promote this form to Ready For Production will be sent an email. Requirements for receiving promotion emails are being a member of the Receive Promotion Alerts group as well as having an email address set up in the administrator details.
You can also set a dedicated form manager for each form. This administrator will receive a notification whenever the promotion status changes.
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