Publishing Content
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      Publishing Apty Content

      After creating your content, the important step is to publish it, so that your users can access it on your application.

      Any content created using Apty Studio or the Admin Portal can be in one of the following states:

      Publishing State Description

      published

       

      		 Content that has been finalized and made accessible to users within the hosting application through the Apty Client.
      Not published

       

      		 Content that has been created but not yet made accessible to users. This content remains in draft mode until it is published.
      published 2

       

      The blue dot indicates one of the following alerts:

       1.  Content that is not synchronized with the latest changes in the main environment. This typically happens when updates have been made but not yet published, causing a discrepancy between the version available to users and the most recent modifications.

      2. The Revert option in the Apty publish menu allows users to restore content to its previous version. When changes are made and saved, users have the flexibility to revert back to an earlier iteration if needed. This can be particularly useful in situations where updates may not meet expectations or if errors are introduced unintentionally. By selecting the Revert option, users can ensure that only the desired content is published and made available to users of the hosting application through the Apty Client.

      With Content Review and Approval feature enabled

      Content development can sometimes be challenging and contain opportunities for enhancement. As a solution, you can enable the Content Review and Approval feature which helps you to request the content for review and approval before publishing them in your environments.

      This way you can ensure a risk-free content creation process and publish the content to your environment only if it has been approved. This will establish a secure environment for content development, reduce errors, allow Approvers to evaluate the content's quality, and accelerate process completion.

      Note:

      Content Review and Approval is a feature flag. Reach out to your Apty representative to enable this feature for your application.

      The process of Content Review and Approval typically consists of two stages:

      Stage 1: Create Content and Request for Approval

      Stage 2: Review Content and Approve for Publish

      Note:

      • If approval is enabled, all content will require a reviewer’s approval before it can be published. Admins or approvers can evaluate content for quality and consistency, ensuring that only the desired updates are made available to users. This process helps establish a secure and error-free content management system.
      • When content is sent for review, approvers, system admins, and users with publishing permissions will receive an email notification to review the content. 

      With Content Review and Approval feature disabled

      You can publish your content through the Apty Studio or the Admin Portal without enabling the Content Review and Approval feature for your application. In this case, Admins and any user with the Publisher role can publish the content.

      Publish Apty Content using Apty Studio

      1. When you log in to the Studio, choose the application you want to work on.
        select application-1
      2. Next, navigate to the Workflows section.
        select workflows
      3. Find the workflow you wish to publish, then click on the vertical ellipses located on the right side of the workflow name.
        select publish
      4. Select the "Publish" option from the dropdown menu.
      5. You will then be directed to the Publish screen.
      6. Proceed to publish the workflow in the desired environments.
        publish latest

      Note:

      It is important to publish a workflow in lower environments before moving it to the production environment.

      Publish Apty Content using Admin Portal

      1. When accessing the Admin Portal, select the specific application you wish to work with.

        select application and publish
      2. Navigate to the Publish tab, where you can search for the workflow you intend to publish using the Search bar, or use the filter option.
        publish tab
      3. Once you locate the workflow in question, click on the vertical ellipses along the row of its details.
        publish wf admin
      4. Finally, select the option to publish the latest version on the desired environments.

      Bulk publish Apty Content using bundles

      You can efficiently store and bulk publish Apty Content together, saving you time and effort every Release period. To learn more, see Create Content Release Bundles.

      Video Tutorial - Publishing content:

       

      You can publish Apty content in three ways:

       

      With Content Review and Approval feature enabled

      Content development can sometimes be challenging and contain opportunities for enhancement. As a solution, you can enable the Content Review and Approval feature which helps you to request the content for review and approval before publishing them in your environments.

      This way you can ensure a risk-free content creation process and publish the content to your environment only if it has been approved. This will establish a secure environment for content development, reduce errors, allow Approvers to evaluate the content's quality, and accelerate process completion.

      Note:

      Content Review and Approval is a feature flag. Reach out to your Apty representative to enable this feature for your application.

      The process of Content Review and Approval typically consists of two stages:

      Stage 1: Create Content and Request for Approval

      Stage 2: Review Content and Approve for Publish

       

      With Content Review and Approval feature disabled

      You can publish your content through the Apty Studio or the Admin Portal without enabling the Content Review and Approval feature for your application. In this case, Admins and any user with the Publisher role can publish the content.

      Publish Apty Content using Apty Studio

      1. When you log in to the Studio, choose the application you want to work on.
        select application-1
      2. Next, navigate to the Workflows section.
        select workflows
      3. Find the workflow you wish to publish, then click on the vertical ellipses located on the right side of the workflow name.
        select publish
      4. Select the "Publish" option from the dropdown menu.
      5. You will then be directed to the Publish screen.
      6. Proceed to publish the workflow in the desired environments.
        publish latest

      Note:

      It is important to publish a workflow in lower environments before moving it to the production environment.

      Publish Apty Content using Admin Portal

      1. When accessing the Admin Portal, select the specific application you wish to work with.

        select application and publish
      2. Navigate to the Publish tab, where you can search for the workflow you intend to publish using the Search bar, or use the filter option.
        publish tab
      3. Once you locate the workflow in question, click on the vertical ellipses along the row of its details.
        publish wf admin
      4. Finally, select the option to publish the latest version on the desired environments.

       

      Bulk publish Apty Content using bundles

      You can efficiently store and bulk publish Apty Content together, saving you time and effort every Release period. To learn more, see Create Content Release Bundles.

      Video Tutorial - Publishing content:

      Reverting Published Content

      In certain situations, you may need to revert published content in production, especially when updates do not meet expectations or if errors are introduced. The Revert option in Apty's publishing menu allows you to restore content to a previous version. Here's how you can revert your content:

      Steps to Revert Published Content:

      1. Log in to the Admin Portal or Apty Studio
        Access the portal where the content was published.

      2. Navigate to the 'Publish' Tab
        In the Admin Portal, go to the "Publish" section and locate the content or workflow you wish to revert.

      3. Locate the Published Content
        Search for the content or workflow by using the search bar or applying filters.

      4. Open the Publishing Menu
        Once you find the content, click the vertical ellipses (three dots) next to the content’s details.

      5. Select the "Revert" Option
        From the dropdown menu, select the "Revert" option. This will revert the content to the previous version that was published.

      6. Verify the Reverted Content

        After the reversion is complete, ensure that the previous version is now live in the hosting environment.

         Apty Admin
        revert admin
         
        Apty Studio
        revert studio

      Important Notes:

      • Reverting content will replace the current version with the previous published version, which may impact users who are interacting with the updated content.
      • It is advised to test the reverted content in lower environments if possible before reverting in production.
      • The option to revert content is exclusively available in the Production Environment.