Processes and practices

Use these process guides to move a collection module from local development to production use.

Process guides

1. Configure environments so the same module uses sandbox credentials in sandbox and production credentials in live.
2. Publish a collection module version to promote a tested draft to a live version.
3. Link the collection module to a product module so policies can use it as a collection method.

Recommended order

Configure environment handling before publishing. After you publish a live collection module version, link it from the product module configuration and publish the product module change.