Draft and publish a workbook

When you edit a workbook, you create a draft. To make the changes visible to users with view access and explore access to the workbook, publish the draft. You can also choose to discard your draft, and return to the previously published version.

If multiple users edit a workbook at the same time, the edits are automatically saved to a shared, live draft. Multiple editors can collaborate on this single draft in real time. See Collaborate with Live Edit in workbooks.

This document describes how to edit drafts and publish workbooks.

Requirement

• To draft and publish new workbook versions, you must have Can edit access to the individual workbook.

Edit an existing workbook

To begin editing an existing workbook from view mode, click Edit in the workbook header.

To begin editing an existing workbook from a custom view, click the document menu, then click Edit > Edit workbook.

After the workbook enters edit mode, the workbook header changes:

• The Edit button changes to a Publish menu.
• The document menu is appended to include Draft.
• The header displays the initials of any other users currently in edit mode. See Collaborate with Live Edit in workbooks.

In addition, when a workbook enters edit mode:

• The editor panel appears on the right side of the page.
• The Add element bar appears at the bottom of the canvas.
• The footer shows additional options.

Making changes in edit mode

Changes you make to the draft automatically save to the live draft shared by all editors.

When an editor clicks Publish, Sigma publishes all drafted changes, including changes drafted by other editors on the live draft.

Preview drafted changes

You can preview all drafted changes in both explore and view modes prior to publishing. This is helpful if you want to see what a workbook will look like to users with view access or explore access to the workbook.

To preview drafted changes:

1. Click the caret to open the Publish menu.
2. Under Preview with, select either View access or Explore access.

3. When finished previewing, click Exit preview.

Publish drafted changes

To publish your edits, click the Publish button located in the workbook header.

This action publishes all drafted changes to the workbook, including changes made by other editors using the live draft.

Discard drafted changes

To discard your drafted changes, click the caret to open the Publish menu, then click Discard draft.

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When any editor discards a draft, Sigma discards all unpublished edits made by any editor.

Return to the latest published version

To return to a workbook's latest published version, click the caret to open the Publish menu, then click Go to published version.

Sigma does not discard your drafted changes. You can return to the shared draft at any time by clicking the published version's Edit button.

For more information, see Workbook version history.