Your business is always evolving, and your system should too. Learn the best practices for safely testing, deploying, and managing updates to a live system.
📋 Function
for their daily work, any changes can have a significant impact. Modifying a Workflow
, changing an Automation
, or removing a Data Field
could potentially break a process or confuse users.
A structured change management process mitigates these risks.
📋 Function
. The safest first step is to create a duplicate of your Function
to use as a “sandbox” environment.Function
’s settings, select “Duplicate Function”, and give the copy a clear name, such as [Function Name] - V2 Development
.Workflow
, add new Data Fields
, or build complex new Automations
.⏹️ Space
” from your sandbox Function
. Add a small group of power users to this space.🧊 Objects
and run through the new process to provide feedback and identify any potential issues before the official rollout.Function
, preferably during off-peak hours.⏹️ Space
from your perfected V2 Function
. You then guide users to begin all new work in this new space and implement a plan to archive the old one.