Publishing a call flow

Publishing writes the flow to your 3CX. Until then the flow only exists in JEDWare. Publish… in the toolbar opens the review, and the review has a switch with two choices:

  • Test in sandbox creates the flow’s menus, queues and smart steps in a reserved number range and leaves your live numbers alone. Available whenever publishing is allowed on your PBX.
  • Publish live creates or updates the real objects and points your number at them. Available when live publishing is switched on for your account (see Who can use the Call Flow Designer).

Read Testing safely: sandbox and live first if you have not.

Review the changes first

  1. Save, then choose Publish…. If the flow has unsaved changes it is saved first.
  2. The dialog “Publish to 3CX” compares the flow with 3CX and lists every change it is about to make. The summary reads for example “3 create · 1 update · 0 delete”, and “New numbers will be allocated: 8900, 8901, 8902” tells you which numbers new objects will get.
  3. Each row says Create, Update, Delete or No change, what it is, its number, and the settings that change. The row for your incoming number shows the destination it has now and the one it will get.
  4. Nothing is written yet. Switching between Test in sandbox and Publish live runs the review again for that mode.

In a sandbox review the incoming number row is greyed out: a test never changes where your number points. In a live review that row is highlighted and says “This changes what callers hear”.

If the flow still has problems, the dialog lists them under “Fix the problems before publishing” and the publish button stays off. “Nothing to publish. 3CX already matches this flow.” means there is nothing to do.

Test in sandbox

  1. Choose Test in sandbox and press Publish 4 changes (the number is the count of changes).
  2. The designer creates the objects with sandbox numbers (8900 to 8949 by default). Your number is not touched.
  3. The cards show their sandbox numbers, for example Sandbox 8900, and the header shows “Sandbox test 8.9.2026, 13.10 by Name”. Dial the menu’s sandbox number from a desk phone.
  4. Change, save, test again. The sandbox objects are updated in place.

Publish live

  1. Choose Publish live and press Publish to live 3CX.
  2. A second question names the numbers: “Calls to 44227232 follow this flow as soon as publishing finishes.” Confirm.
  3. The designer first keeps a copy of the routing your numbers have right now (see Undo a publish and history).
  4. Progress shows per row, with a Result column and a log. Inbound rules are changed last, so callers keep their old route until every menu, queue and ring group is ready.
  5. Published: done. The cards show their live numbers, for example DN 8000, and the header shows “Published 8.9.2026, 13.22 by Name”.

If a step fails half-way, the designer rolls back what it already created and shows “Publish failed and was rolled back” with the log. Your 3CX is left as it was. Copy log puts the log on the clipboard for support.

If someone changed 3CX in the Admin Console while you were looking, publishing stops with “3CX changed while you were looking. Review the changes again.” Read the new list and publish again.

Sandbox and live at the same time

A flow remembers two sets of numbers, sandbox and live. Testing never touches the live objects and publishing live never touches the sandbox objects. The header shows both stamps, and each card shows both numbers.

What the designer will and will not touch

ObjectCreatedChangedDeleted
Queue, ring group or menu the designer made (tag new, later a number)yesyeswhen you remove it from the flow and publish, or on undo
Existing queue, ring group or menu (tag 3CX)noonly with Let the designer change this 3CX object onnever
Inbound rule (your number)neverits destinations onlynever
Extensions, trunks, office hours, holidaysnevernevernever
Call script (see Running a flow as a call script)on deployon deploynever by a publish

Objects the designer created are marked in 3CX so it recognises them later. Removing such a step from the flow warns: “8001 will be deleted in 3CX when you publish.”

After publishing

  • Change something, save, Publish… again. Only the differences are written.
  • Made a mistake? History…Undo last publish puts the number back where it was and removes what the publish created. See Undo a publish and history.
  • Clear sandbox objects on the flow list deletes every sandbox object the designer created, for all flows, and the flows forget their sandbox numbers. Live objects are never touched by it.
  • Delete flow removes the saved design from JEDWare only. Objects already published stay on 3CX. To remove them, use Undo last publish first, or Clear sandbox objects for a test.

Next: Undo a publish and history.