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Editor - Publishing

Publishing makes your theme changes live on your store. This guide covers the publishing process, versioning, and activation.

Publishing Overview

Publishing involves:

  • Uploading theme to tenant repository
  • Creating version backup
  • Making theme available
  • Activating theme (optional)

Publishing Process

Before Publishing

  1. Review Changes

    • Check all modifications
    • Test in preview
    • Verify functionality
    • Test responsive design
  2. Save All Files

    • Ensure all files saved
    • Check for unsaved changes
    • Verify file integrity
  3. Test Thoroughly

    • Test all pages
    • Test all viewports
    • Test functionality
    • Check for errors

Publishing Steps

  1. Click Publish Button

    • Located in toolbar
    • Validation automatically starts
    • Shows progress
  2. Theme Validation (New - January 2025)

    • Security validation popup appears
    • Theme files are scanned for security issues
    • Progress bar shows validation status
    • Results displayed with any errors or warnings
    • Critical errors block publishing - must be fixed before proceeding
    • Warnings don't block - publishing can continue after review
  3. Upload to Tenant Repository

    • Files uploaded to tenant repository (only if validation passes)
    • Progress shown
    • Completion confirmed
  4. Version Created

    • Version backup created
    • Version number assigned
    • Version history updated
  5. Publishing Complete

    • Theme published
    • Available for activation
    • Success message shown

Theme Validation (New - January 2025)

Overview

Before publishing, themes are automatically validated for security vulnerabilities and code quality issues. This ensures themes meet security standards before going live.

Validation Process

  1. Automatic Trigger

    • Validation starts automatically when clicking "Publish Theme"
    • No manual validation step required
  2. Security Checks

    • Scans all theme files for security vulnerabilities
    • Checks for XSS vulnerabilities
    • Validates Liquid template safety
    • Checks for unescaped user input
    • Validates API call security
  3. Progress Display

    • Progress bar shows validation status
    • Real-time feedback on validation progress
    • File count and scan status displayed
  4. Results Display

    • Success: Theme passes all checks, publishing proceeds
    • Errors: Critical issues found, publishing blocked
    • Warnings: Non-critical issues found, publishing can continue

Validation Results

Validation Passed

If validation passes:

  • Summary shows success message
  • File count displayed
  • Publishing proceeds automatically
  • No action required

Validation Failed

If validation fails:

  • Critical errors are displayed with:
    • Error category (XSS, Security, etc.)
    • Error message
    • File location
    • Line number (if available)
  • Publishing is blocked until errors are fixed
  • Fix errors and retry publishing

Validation Warnings

Warnings are displayed but don't block publishing:

  • Non-critical issues
  • Code quality suggestions
  • Best practice recommendations
  • Review warnings but publishing can proceed

Fixing Validation Errors

  1. Review Errors

    • Check error list in validation popup
    • Note file locations and line numbers
    • Understand error categories
  2. Fix Issues

    • Open files with errors
    • Fix security vulnerabilities
    • Update code to meet security standards
    • Save changes
  3. Retry Publishing

    • Click "Publish Theme" again
    • Validation runs again
    • Repeat until all errors resolved

Validation Best Practices

  1. Test Before Publishing

    • Review theme code before publishing
    • Check for common security issues
    • Validate user input handling
  2. Fix Errors Immediately

    • Don't ignore validation errors
    • Fix security issues before publishing
    • Review warnings for code quality
  3. Regular Validation

    • Validate themes regularly
    • Keep themes up to date
    • Review warnings periodically

Version Management

Automatic Versioning

Each publish creates a version:

  • Version number assigned
  • Timestamp recorded
  • Changes tracked
  • Backup maintained

Version History

View version history:

  1. Open version panel
  2. See all versions
  3. Compare versions
  4. Restore if needed

Version Format

Versions use format:

  • v1.0.0 - Major version
  • v1.1.0 - Minor version
  • v1.1.1 - Patch version

Theme Activation

Activating Published Theme

  1. Publish Theme

    • Complete publishing process
    • Theme uploaded to tenant repository
  2. Activate Theme

    • Click "Activate" button
    • Confirm activation
    • Theme becomes live
  3. Previous Theme Backed Up

    • Current theme backed up
    • Can be restored
    • Version maintained

Activation Process

  1. Current theme backed up
  2. New theme activated
  3. Storefront updates
  4. Changes go live

Publishing Options

Publish All

Publish entire theme:

  • All files uploaded
  • Complete theme published
  • Full backup created

Publish Selected

Publish specific files:

  • Select files to publish
  • Only selected files uploaded
  • Partial update

Publishing Status

Status Indicators

  • Unpublished Changes: Orange indicator
  • Published: Green indicator
  • Live Theme: Blue indicator
  • Publishing: Progress indicator

Status Badges

Toolbar shows:

  • Live Theme: Currently active theme
  • Unpublished Changes: Unsaved changes
  • Publish Status: Publishing state

Publishing Best Practices

1. Test Before Publishing

Always test:

  • All pages
  • All functionality
  • All viewports
  • All browsers

2. Publish Frequently

Publish often:

  • Create versions
  • Maintain backups
  • Track changes
  • Easy rollback

3. Document Changes

Document what changed:

  • Keep changelog
  • Note modifications
  • Track versions
  • Reference issues

4. Backup Before Major Changes

Backup before:

  • Major redesigns
  • Significant updates
  • Breaking changes
  • Large modifications

Rollback Process

Restore Previous Version

  1. Open version history
  2. Select version to restore
  3. Click "Restore"
  4. Confirm restoration
  5. Version restored

Restore from Backup

  1. Access backups
  2. Select backup
  3. Restore files
  4. Verify restoration

Publishing to Tenant Repository

Themes are published to the tenant repository where they are stored and managed.

Publishing Errors

Common Errors

Upload Failed:

  • Verify network connection
  • Check file sizes
  • Review error messages
  • Check tenant repository access

Version Creation Failed:

  • Verify storage space
  • Review logs
  • Contact support

Error Resolution

  1. Check error message
  2. Verify permissions
  3. Check network
  4. Retry publishing
  5. Contact support if needed

Publishing Checklist

Before publishing:

  • All changes tested
  • All files saved
  • Preview verified
  • Responsive design checked
  • Functionality tested
  • No errors in console
  • Performance acceptable
  • Documentation updated

Publishing Workflow

Development Workflow

  1. Make Changes

    • Edit files
    • Configure settings
    • Add widgets
  2. Test Changes

    • Preview in editor
    • Test functionality
    • Verify design
  3. Publish

    • Click publish
    • Upload to tenant repository
    • Create version
  4. Activate (Optional)

    • Activate theme
    • Make live
    • Monitor

Next Steps