Promoting Process Apps

Promotion enables you to replicate a process app from one environment to another or to move a fully configured process app into a new environment. Promotion transfers the process app design, originally created in SBM Composer, and optionally configuration data, such as users, groups, projects, and reports.

Before you can promote a process app snapshot, you must have the privileges to deploy and promote the process app.

Promotion Considerations

Consider the following before promoting process apps:

To understand how various configuration entities are handled during promotion, read the information in About Configuration Entities.
You can include auxiliary table records, but not primary table records such as specific issues or incidents (items).
If you are promoting a process app that contains references to other process apps, each referenced entity (for example, a table) must already exist in the target environment when you promote the process app in order for the process app to work as designed.
If you are promoting the global process app as well as other process apps that refer to the global process app, always promote the global process app first.
Note that whenever circular references might be present, it is a best practice to avoid partial promotions (that is, to select All rather than Selected or None in the configuration entities screen of the Promote dialog box) whenever possible.
For best results, promote the Global Process App (or any process app containing the Global Application) only to environments in the same environment set from which the process app was originally loaded. For more information, see About the Global Process App and Global Application.