Save as Draft
Digest
New with the release of Cascade Server 5.0, the Save As Draft feature allows multiple users to save drafts of assets that they are editing in order to return later to finalize changes. By allowing users to work on multiple assets at once, and permitting users to leave the editing interface without publishing, Save As Draft leads to increased efficiency and a decrease in the constant use of system resources. The ability to periodically save a draft of an edit in progress serves as a valuable safeguard against accidental loss of work due to a browser crash or an accidental click. And since the Save As Draft feature is beneficial system-wide, it’s enabled for all users and for all content types.
To access Save-As-Draft, when editing a given asset, instead of clicking submit to update the current version of the asset, click 'Save as Draft':
Concept
More Insight on Save as Draft
Save as Draft allows for the following functionality:
- Multiple users may save drafts of a single asset
- View drafts just as you would a working copy in the editing interface
- Submission of final draft into workflow works as usual
Benefits of Save as Draft
- Users do not lose changes to an asset when viewing or editing other assets
- Allows multiple users to edit a single asset at once
- Edits/changes are saved in the database and not reflected in the current version of the asset, so that edits/changes are not published by automated publishes
- Users editing an asset that has a draft saved by another user will be able to save their own draft, but not submit the asset for publishing.
Technical
Saving a Draft of an Asset
To Save a Draft of an Asset, when editing that asset instead of clicking submit to update the current version of the asset, click 'Save as Draft':
Save as Draft - Use Cases
Single User Edit and Save As Draft
User edits asset and saves as draft
o User clicks away from asset
o User clicks back to asset with changes saved as draft
o Changes previously saved as draft show up in editing interface
Single User Extended Edit and Save As Draft
o User edits asset and saves as draft
o User clicks away from asset
o User returns to edit asset and is presented with a message:
“You are editing your draft of this asset. You can VIEW or EDIT the original asset.”
o User may view or edit most current version of asset, as it may have changed since their draft was saved.
Single User Discard Draft
o User edits an asset for which he/she has saved as a draft
o User clicks to DISCARD draft of asset is presented with a message:
“Are you sure you want to discard this draft? Click SUBMIT if yes, and CANCEL if no.”
o User SUBMITs and draft is deleted, or CANCELS and returns to view screen of original asset.
Multi-User Concurrent Edits
o User A edits an asset
o User B edits the same asset.
o Either user SUBMITS changes
o He/she is presented with a message:
“Another user updated the current version of this asset while you were editing. Submitting again will override these changes, otherwise save a draft and compare your changes with the current version.”
Multi-User Concurrent Edits, One User With Draft
o User A edits asset, saves as draft, and clicks away from asset
o User B edits the same asset and SUBMITS changes
o User A returns to asset, and is presented with their draft and a message:
“You are editing your draft of this asset. You can VIEW or EDIT the original asset.”
o User A continues to edit his/her draft.
o User A SUBMITs his/her draft and is presented with a warning:
"Another user updated the current version of this asset while you were editing. Submitting again will override these changes, otherwise save your draft and compare your changes with the current version."
Multi-User Concurrent Edits, Both Users With Draft
o User A edits asset, saves as draft, and clicks away from asset
o User B edits the same asset, saves as draft, and clicks away from asset
o User A returns to asset, and is presented with their draft and a message:
“You are editing your draft of this asset. You can VIEW or EDIT the original asset.”
o User A continues to edit his/her draft and then SUBMITs.
o User B returns to asset, and is presented with their draft and a message:
“You are editing your draft of this asset. You can VIEW or EDIT the original asset.”
o User B continues to edit his/her draft and then SUBMITs.
o User B is presented with a warning:
“Another user updated the current version of this asset while you were editing. Submitting again will override these changes, otherwise save your draft and compare your changes with the current version."
Additional Notes on Save as Draft
- Saving of drafts goes through its own code path
- Drafts render temporary locks obsolete
- Drafts are deleted if current version of asset is deleted
- ‘View All Drafts’ function available in the ‘My Locks’ section of the dashboard
- Saving drafts of manually checked out assets is available as long as you are not the user who has checked it out
- Drafts of assets may be deleted at any time by loading the draft and discarding it
- If an asset is deleted, all drafts of that asset will be deleted