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The table below contains an overview of how to switch between different skills and skill versions depending on how they access the skill.
CaseIf users access a standalone skill via Vantage API or via connectorsIf users access the skill via a Process skill
Updating the Classification/Document skill versionPublish the skill. Users will be switched to the new version automatically.1. Publish the skill. 2. Update the version referenced by the Process skill. 3. Publish the Process skill. Users will be switched to the new Process skill version automatically. They will get access to the new Classification/Document skill version via the latest Process skill version.
Rolling back to the previous Classification/Document skill versionDelete the latest skill version. Users will be switched to the previous version automatically.Option 1: Permanently delete the latest Process skill version. Users will be switched to the previous version of the skill automatically. They will get access to the previous Classification/Document skill version referenced by the previous Process skill version. Option 2: Create a new Process skill version that references the previous Classification/Document skill version (e.g., when you don’t want to lose changes made to the latest Process skill version): 1. Open the Process skill settings. 2. Select the previous Classification/Document skill version in the Referenced Skills section. 3. Publish the Process skill. Users will be switched to the new Process skill version automatically. They will get access to the Classification/Document skill version referenced by the latest Process skill version.
Switching to another Classification/Document skill1. Get the ID of the skill you want to switch to, which can be done via Vantage API. The ID of a skill is also available as the last part of the link displayed when editing that skill in the Skill Editor. 2. Adjust the API calls or the connector settings by replacing the ID of the previous skill with the ID of the new skill.1. Open the Process skill for editing. 2. Select the new Classification/Document skill in the Classify/Extract activity settings. 3. Publish the Process skill. Users will be switched to the new Process skill version automatically. They will get access to the new Classification/Document skill referenced by the latest Process skill version.
Transferring a new skill version to another environment1. Publish the skill. 2. Export its latest version. 3. Switch to the other environment. 4. Import the skill under the same name and select Create new version. After the skill is imported, users will be switched to the new version automatically. Note: The skill ID doesn’t change when transferring a skill to another environment. You don’t have to update it in the API calls or connector settings.Option 1: Without transferring the Process skill: 1. Publish the skill. 2. Export its latest version. 3. Switch to the other environment. 4. Import the skill under the same name and select Create new version. 5. Update the version referenced by the Process skill. 6. Publish the Process skill. Users will be switched to the new version of the Process skill automatically. They will get access to the new Classification/Document skill version via the latest Process skill version. Option 2: With transferring the Process skill: 1. Publish the skill. 2. Update the version referenced by the Process skill. 3. Publish the Process skill. 4. Export the Process skill with the embedded skills. 5. Switch to the other environment. 6. Import the Process skill under the same name and select Create new version. Users will be switched to the new version of the Process skill automatically. They will get access to the new Classification/Document skill version via the latest Process skill version.