Development vs production
Your organization may also show a staging environment for connection and variable overrides. Promotion to live traffic is still the production pointer.
Multi-environment workflows are available on Professional and higher. Exact environment names and approval rules depend on your organization settings.
Save vs promote
Saving and promoting are different actions:- Save writes the canvas definition and creates or updates version history.
- Promote to production sets which saved version production uses.
Promote to production
1
Save a version you trust
Finish the graph, connections, and node settings. Prefer a deliberate save so the version you promote is intentional (not an accidental restore duplicate).
2
Open Promote to production
From the pipeline, choose Promote to production. Select the version to make live. The picker highlights recent manual versions; restore-origin versions are available when you show all versions.
3
Confirm or wait for approval
Organization admins typically see the version go live immediately (vN is now live in production). Other roles may submit a request that stays pending until an admin approves. Pending requests do not move the production pointer.
4
Verify production
Confirm schedules, webhooks, or a controlled production run use the new version. Check run history after the first live fire.
Webhook URLs: minted on save, fired against production
Webhook Source nodes illustrate the lifecycle clearly:1
Save mints the URL
When you save a pipeline that includes a Webhook Source node, Planasonix provisions an ingest URL (and optional HMAC secret when signature verification is on). The URL appears on the node after save—you do not create it in a separate orchestration screen.
2
Callers can hit the URL immediately
The URL is real as soon as it is minted. Authentication (token path, optional HMAC) is enforced on every request.
3
Production execution needs a promoted version
Event-triggered runs—including webhook source—load the pipeline graph from the production deployment. If the pipeline has never been promoted (or was unpromoted), Planasonix cannot resolve a production version and the run does not execute the canvas you just saved.
4
Promote so live traffic matches the canvas
After you promote the version that contains the webhook node and destination settings, inbound posts run that promoted graph end-to-end.
Schedules follow the same production pointer
Enabling, editing, or running a production schedule requires the pipeline to be promoted. If the pipeline is unpromoted, schedule actions return a conflict (the schedule stays disabled) until you promote again. Scheduled fires also resolve the production deployment. Unpromoted pipelines skip those fires rather than running the live canvas by accident.Unpromote
Unpromote removes the production deployment pointer and pauses schedules that unpromote itself disabled. Use it when you need to take production offline without deleting the pipeline. Re-promote a version to restore the pointer; schedules that were paused by unpromote can return with that promote. You typically need admin (or equivalent) rights to unpromote. You cannot delete a pipeline that is still promoted—unpromote first (or use the delete approval path your organization enables).Connection and variable overrides
Each environment can bind different variables and connection targets (for example, a sandbox warehouse in development and the live warehouse in production). Promote the graph once; keep environment-specific endpoints in overrides so you do not maintain three separate pipelines. Prefer credential references or managed secrets in production overrides. Do not embed production passwords in plain-text variables.Related topics
Webhooks
Webhook Source minting and fire path.
Webhook HMAC
Signing contract for inbound webhooks.
Variables
Values that differ by environment.
Git integration
Optional source control alongside promotion.