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Tagged: deployment

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GuidePlatform

Development System

Separate development system for teams to build and test automations without affecting production systems, with publishing workflow to production systems.

#automation#account#deployment#builders
GuidePlatform UI (Fallback)

Deploying templates

End users can deploy templates from the catalog with one click, and system staff can manually distribute templates across multiple user accounts.

#automation#account#deployment#builders
GuidePlatform

Development Server

Separate development server for teams to build and test automations without affecting production systems, with publishing workflow to production servers.

#automation#account#deployment#builders
GuidePlatform UI (Fallback)

Settings annotations

Control which trigger and action settings display to end users during template deployment and initial automation configuration, with optional annotation text.

#automation#triggers#actions#account#deployment#builders
GuidePlatform UI (Fallback)

Deploying automations

Copy automations to one or more accounts, with optional linking to enable batch updates and track deployment history across your system.

#automation#account#deployment
GuidePlatform UI (Fallback)

Unlinking deployed automations

Disconnecting deployed automations from their parent instances to prevent automatic updates and preserve account-specific customizations made to child automations.

#automation#account#deployment
GuidePlatform UI (Fallback)

Templates dashboard

Central interface for creating, organizing, and publishing automation templates to a catalog, with options to control template visibility and deploy them to user accounts.

#automation#account#deployment#builders
GuidePlatform UI (Fallback)

The "templates" account

Special system account used to maintain the template catalog and optionally deploy templates to user accounts, accessible via direct login or account switching.

#automation#account#deployment#builders
GuidePlatform UI (Fallback)

Templates & Template Deployment

Pre-built automation logic that can be deployed and reused across multiple accounts while maintaining a single source of truth for updates.

#automation#account#deployment#builders