SmartApps Lifecycle

From idea to production in days, with every step tested where it is configured.

Configure the model, the screens, the data and the flow; test each piece as you go; preview the app as each role on live rows; publish a version with a note; run instances with their own process IDs; monitor them on a board; log everything centrally.

FROM IDEA TO PRODUCTION: SEVEN STEPS, ONE PLACE1Configurelevels or lanes,screens,handlers,criteria2Testexpressions andvariables checkedas you type3Previewrun the screenswith live data,as a user4Publisha version with achange note;roles assigned5Runeach start getsits own processID and workbench6Monitorevery openinstance, itsstep and itsclock7Logevery step, valueand decision,centrally
Seven steps for every app. The first four happen in the studio, on live data; the last three happen in production, with the board and the log.
7
steps from configure to log
method
2–10 days
to a production-grade app, per catalogue entry
estimate
30 min
to a first running app in the walkthrough
showcase
2
environments in the standard setup: configure-and-test, production
product
1
gate between them: an approval with a note
product
Configure and test

Every piece checked where it is made

ModelLevels or lanes drawn; the validator checks that every level has a parent path and every box has an arrow in and out.

Testing is part of configuring. A person building the late-order app types the criterion and sees 31 rows; changes the threshold to 3 days and sees 19; picks one and sees the buyer the ownership rule resolves. A screen drafted from the handlers renders on those rows at once. A change and its test are the same moment, so a working day of configuration is a working day of results.

The studio keeps the whole definition consistent: renaming a component updates every expression that uses its ID; removing a handler is refused while a screen still binds to it, and the screen is named; a criterion that references a field the handler lacks is flagged before the save.

Preview and publish

Run it as each role, then publish a version with a note

Preview runs the app end to end as any role you choose, on live rows, with writes held: the buyer's screen, then the supplier's portal screen, then the buyer lead's escalation, with the log filling as if it were production and every write-back shown as it would be sent. When the preview matches the process, the app is published as a version with a change note and the roles assigned.

Publishing is a promotion between environments with a gate: the configuration environment holds the draft, production holds the published versions, and an approval with a note moves a version across. Running instances keep the version they started on; new starts take the new one; a version can be withdrawn with one action, and the previous one takes new starts.

StageWhoGate
Draftconfiguratorvalidator passes
Previewconfigurator, process ownerpreview as each role signed off
Publish v1process ownerapproval with a note; roles assigned
Promoteapplication teampromotion gate: approval, checks, write-back switched on per object
Runthe rolesinstances start by the trigger
Changeconfiguratornew version; instances finish on their own version
Run, monitor, log

Instances with process IDs, a board, and one central log

Workbench · process ID PR-2026-04471 · Late purchase order · started 08:14 · owner Priya SharmaDetected08:14Buyer review08:20Supplier replydue 12:00DecideUpdate POlog08:14 criteria PO_LATE matched EKPO 4500012345/00010 · owner assigned by vendor group · notification sent08:20 Priya opened S01 · set reason = supplier capacity · action ask_supplier → portal message created08:21 clock started · 4 h · escalation to L2 buyer lead if unanswered
One instance: its process ID, its step strip, its clock and its log. The board aggregates every instance of the app; the central log holds every instance of every app.

Each start of a process is an instance with a unique process ID and a workbench that isolates its end-to-end flow. The board shows every open instance by step, age, owner and value, with the clocks about to run out first. The central log records every step, every value shown and entered, every decision, every notification and every write-back with its acknowledgement, across all instances and all apps, append-only.

Operations teams watch the same board for the platform: instances stuck at a write-back because a system is down, clocks expiring on unowned steps, and apps whose start criterion selects far more rows than usual.

Process IDUnique per instance, in every log line and notification.PR-2026-04471
WorkbenchThe instance as its owner sees it.screens · step · clock · log
BoardAll instances of an app, by step, age, owner, value.per app · per role
Central logEvery step of every instance of every app.append-only
AlertsStuck write-backs, orphan clocks, unusual volumes.operations
RetentionLog and files kept by rule; erasure requests honoured.policy
Terms on this page

VersionA published state of an app. A new version keeps the old one available for running instances and records what changed and who approved it.
WorkbenchThe running instance of an app for one case: its process ID, the screens in their current state, the clock on the current step and the log so far.
Decision logThe append-only record of every step, value and decision in every app instance, with the person, the time and the acknowledgement of any write-back.
Promotion gateThe approval and checks that move a version from the configuration environment to production; write-back is switched on per object here.
PreviewRunning an app end to end as a chosen role on live rows with writes held, so the configuration can be checked before anyone else sees it.
Questions

How long does the first version take?

A first running screen in about 30 minutes; a production-grade app in 2 to 10 working days according to the catalogue's estimates, most of it spent agreeing screens and criteria with the process owner, because the building itself is quick.

Can I change a live app?

Yes. Publish a new version; running instances finish on theirs, new starts use the new one. A withdrawn version hands new starts back to the previous one.

Where do configuration changes get recorded?

Every change to a definition is a versioned, logged entry with the person and the note; the app's history is readable like an instance's log.

Can I move an app between deployments?

An app definition is data: export it from one environment or deployment and import it into another; handlers are re-bound to the local catalog.

See a SmartApp built on your data

Bring one process and the systems it touches. In the first session we register the data handlers, draw the levels or the lanes and run the first screen on your live rows.