One of Luklak’s greatest strengths is its flexibility. Unlike rigid, off-the-shelf software, you can adapt your system as your business processes evolve. But with this power comes the need for a responsible process.Making changes to a live, mission-critical system can be risky if not handled correctly. This guide provides a safe, structured methodology for managing change, allowing you to innovate with confidence while minimizing disruption to your team.
The Core Challenge: Updating a Live System
Once your team relies on a📋 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.
The Recommended Change Management Process
For anything beyond a minor, cosmetic change, we strongly recommend a “Develop → Test → Deploy” lifecycle.Step 1: Create a Sandbox by Cloning Your `Function`
Never make major changes directly on your live
📋 Function
. The safest first step is to create a duplicate of your Function
to use as a “sandbox” environment.- How-to: Go to your
Function
’s settings, select “Duplicate Function”, and give the copy a clear name, such as[Function Name] - V2 Development
. - This creates an identical, isolated copy where you can experiment freely without affecting any real users or data.
Step 2: Develop & Test Your Changes in the Sandbox
With your sandbox copy, you can now safely make all your desired changes. Re-design the
Workflow
, add new Data Fields
, or build complex new Automations
.- Critical Sub-step: Testing. Create a temporary “Test
⏹️ Space
” from your sandboxFunction
. Add a small group of power users to this space. - Ask them to create sample
🧊 Objects
and run through the new process to provide feedback and identify any potential issues before the official rollout.
Step 3: Communicate and Deploy the New Version
Once you are confident the new version is working perfectly, it’s time to roll it out.
- Communication is Key: Announce the upcoming changes to all users well in advance. Explain what is changing, why it is changing, and when it will happen. Provide a brief training or a link to a user guide.
- Deployment Strategy:
- For Minor Changes (e.g., adding a new, non-critical field): After communicating, you can make these changes directly on the live
Function
, preferably during off-peak hours. - For Major Changes (e.g., a complete workflow redesign): Use the sandbox method. The deployment involves creating a new, official
⏹️ Space
from your perfected V2Function
. You then guide users to begin all new work in this new space and implement a plan to archive the old one.
- For Minor Changes (e.g., adding a new, non-critical field): After communicating, you can make these changes directly on the live