4. Deploying Your No-code App

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SKIP AHEAD TO
Why would you want to deploy your App?
What do you need to do to deploy your App?
How to deploy your App

 

Why would you want to deploy your App?

Deploying your App allows you to distribute your App internally within your organisation or publicly to external end users. In Checkbox, we call each run-through of a deployed App an Assessment.


What do you need to do to deploy your App?

To deploy your App, you must:

  1. Publish your App

    Note: Publishing your App prepares your App for deployment, making it available for end-users to access. A published App can longer be edited unless another version is created.


  2. Create an internal or external Project Team

    Note: Internal Project Teams are used to deploy Apps privately within the organisation where the user must have a Checkbox account to run an Assessment. External Project Teams are used to deploy Apps publically where end users do not require Checkbox accounts to run an Assessment.


  3. Distribute your deployed App to your end-users

Follow the next set of instructions to deploy your App on Checkbox.

 

How to deploy your App

1. Publish Your App
2. Create a Project Team
2a. Create an Internal Project Team and distribute your deployed App
2b. Create an External Project Team and distribute your deployed App

 

1. Publish your App

  1. Click on “APPS” on the top navigation bar

  2. Search and click into your App (e.g. Budgeting Tool) that you want to deploy

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-45-14.png


  3. Go to “Versions & Publishing” tab on the left panel

  4. Click the dotted icon under the Actions column

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-46-06.png


  5. Click “Publish” to publish your App

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-46-28.png


  6. Click “Yes” to confirm that you want to publish your App

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-46-56.png

You will then be prompted to create a new Project Team. Follow the next set of instructions on how you can create the relevant Project Team.



2. Create a Project Team

  1. Following on from the previous steps on publishing your Apps, click “Yes” to create a new Project Team

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-47-45.png

  2. Fill in the details for your new Project Team and click “Next”

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-48-23.png

If you would like to deploy an internal project team, please see 2a. For external deployment, please skip ahead to 2b

2a. Create an Internal Project Team and distribute your deployed App

  1. Select “Internal Access” (Internal Project Team) and click “NEXT”

    Note: The selection of the type of Project Team (internal or external) cannot be changed after it is confirmed. If you would like to switch the type of Project Team, create a new Project Team for the app.

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-49-25.png


  2. Add users to your Project Team and define their Team permissions and click “CONFIRM”

    Note: Project Team Administrators can change the permissions of other team members and add more users later.

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-50-16.png


  3. If the Internal Project Team was selected and has now been created, team members can create new Assessments from the Project Team Dashboard and deployment is DONE!

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-50-48.png

 

 

2b. Create an External Project Team and distribute your deployed App

  1. Following on from the previous steps on publishing your Apps, click “Yes” to create a new Project Team

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-51-28.png


  2. Fill in the details for your new Project Team and click “Next”

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-52-26.png


  3. Select External Access was selected, you can choose to add a Security Code to limit external access. Click “Next” once confirmed.

    Note:
    The selection of the type of Project Team (internal or external) cannot be changed after it is confirmed.

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-52-53.png


  4. If the External Project Team was selected and has now been created, go to your App in your new Project Team and distribute the generated Access URL and the Security Code (if enabled) and deployment is DONE!

    Getting_Started_Section_V2_-_Google_Docs_2020-09-07_15-53-38.png