Editing, Drafts, and Publishing
When a user views or explores a saved workbook, they see the most recent published version.
Users with Can Edit access to the workbook also have the option to switch into Edit mode, opening the draft version. Edits made to a workbook in Edit mode are automatically saved to the shared, live draft. Multiple editors can collaborate on this single draft in real time.
This document describes how to edit and publish draft versions of workbooks.
Note: Prior to 11/1/2022, users worked with individual drafts. Drafts were not sharable and work was not visible until published. Beginning 11/1/2022, all new organizations support shared, live drafts. This new feature is gradually being rolled out to legacy organizations. Organizations' Admins will be notified before the change is made.
Contents
Return to the Latest Published Version
Requirements
- 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, click the Edit button located in the workbook header.
After you enter Edit mode:
- The header's Edit button switches to an Editing menu.
- The header's version menu switches from PUBLISHED to DRAFT.
- The header displays a list of all users currently in Edit mode.
Tip: Click a user’s icon to navigate to the element they have selected (if they have one selected). - Workbook elements show the name of the user or users who are currently selecting the element.
- The editor panel and sidebar appear on the left side of the page.
- Changes you make to the draft automatically save to the live draft shared by all editors.
- Important: If an editor clicks Publish, Sigma publishes all drafted changes. This includes changes drafted by all 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 or Explore permissions to access to the workbook.
To preview drafted changes:
- Click Editing.
- Select either Preview as explorer or Preview as viewer.
To change states again, click Previewing and select your target state.
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 others editors using the live draft.
Discard Drafted Changes
To discard your drafted changes, click Editing > Restore draft to published version.
This action discards all users' unpublished edits, not just yours.
Return to the Latest Published Version
To return to a workbook's latest published version, click Editing > Go to published version. This switches you into Explore mode.
This action 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.
Related Resources
Workbook Lifecycle: Explore, Draft, and Publish
Workbook Version History
Workbook Modes: View, Explore, and Edit
Create a Workbook or Exploration
Workbook Live Edit