Going Live
A rule's live version is the one your application uses. Until a version is live, it exists only in the Rule Repository: you can read it, test it and compare it, but it changes nothing your application does. Making a version live is the moment a decision reaches production, so the repository treats it as a deliberate step, records who took it and when, and lets you undo it. It is the last step of the repository's decision workflow: a version is written, tested, approved where your organization requires it, and then made live by someone allowed to.
With the live version you can:
- put a new or changed rule into production,
- replace the live version with a newer one in one step, with no moment where the rule has no live version,
- take a version off production when it has a problem, with or without a replacement,
- see at any time which version is live and since when.
A rule has at most one live version. A rule with no live version is simply not used by your application. Source objects have live versions too; see Source Versions.
The components it uses:
- The live line in the Rule Version dialog, over its tabs. It reads This rule version is Live on a green band with Take Offline beside it, or This rule version is not Live with Go Live beside it. Hover over the line to see when the version was made live or taken offline, and by whom. The dialog's header turns green for a live version.
- The Live column of the Rule Versions grid, and the Live or not... filter over it.
- The Pay Attention confirmation: two steps that open inside the version's dialog. The first says exactly what will happen and takes an optional internal note; the second asks you to type a word before the final button works.
- Save & Go Live: one of the answers to the save's question, which saves a new version and makes it live together.
Making versions live and taking them offline need permission. Without it, Go Live and Take Offline are shown but off, and their tooltip says "You do not have permission to do this." AI assistants and agents can never make a version live or take one offline.
Making a Version Live
- Open the version's Rule Version dialog, for example from the Rule Versions grid.
- On the live line, click Go Live. The Pay Attention confirmation opens. It says which version will go live and, if another version is live now, that it replaces it: "Make version v2 live? It replaces version v1, which goes offline."
- Optionally, type an Internal note. It is saved as a note on the version, so others can see why it went live.
- Click Next →.
- Type live in the box, as the confirmation asks, and click Go Live.
The live line now reads This rule version is Live, and the version that was live before is no longer live. If you added a note, it is on the Internal Notes tab. Your application is told that the rule's live version changed.
Before a version goes live, the repository checks that it can run: that the rules it uses have live versions and do not lead back to it, and that the rules already using this rule still work with it. If something stands in the way, the first step of the confirmation says what, and Next → is not offered. If there is something you should know but that does not stop you, it is listed as a warning.
A version waiting for approval cannot be made live with Go Live until it is approved. See Approvals.
Making a Version Live as You Save It
When you save a new rule, a new version or a converted draft, and you may make versions live, the repository asks Ready for production?. Click Save & Go Live to save the version and make it live in one step. The same Pay Attention confirmation follows: click Next →, type live and click Go Live.
This is all or nothing: if the version cannot go live, nothing is saved, and the confirmation says why. You can then click Save Version to save it without making it live.
Taking a Version Offline
- Open the live version's Rule Version dialog.
- On the live line, click Take Offline. The Pay Attention confirmation opens, in red. It asks whether to take the version offline, and warns that no version of the rule will be live until another one is made live.
- Optionally, choose a replacement in Make another version live in its place (optional). The list holds the rule's other versions; it reads "No other versions exist" when there are none. With a replacement, the question becomes "Take version v1 offline and make version v2 live in its place?", and the two changes happen together: if the replacement cannot go live, neither happens.
- Optionally, type an Internal note.
- Click Next →.
- Type offline in the box and click Take Offline.
A rule with no live version stops being used by your application at once. Taking a version offline is refused while the live versions of other rules use this rule; the confirmation lists those rules. See Reusable and Inline Rules.
A version that was taken offline can be made live again later. If it was approved before, it needs no new approval.
Seeing What Is Live
- In the Rule Versions grid, the Live column shows Yes for each rule's live version. Filter with Live or not... > Yes to list only live versions.
- In the Rule dialog, the grey line says which version is live.
- In the Rule Version dialog, the live line says whether this version is live; hover over it for when and by whom.
- The User Activity grid records every version made live and taken offline, with who did it and the note they added. See Activity.