Drafts and Working Copies

Drafts

When you edit an asset, Cascade CMS automatically saves a Draft of your changes. You can preview these changes before submitting them by clicking Preview Draft.

  • Drafts allow you to save a working version of an asset to be completed later without the risk of those changes being published accidentally.
  • They also allow you to preview your changes on a page as they're made without having to submit a new version of the asset. This is especially useful for assets that require workflow, because you can edit and preview the asset multiple times before submitting it to workflow.
  • Drafts, especially automatic Drafts, help prevent loss of data in the event of a browser or computer crash.

All of your Drafts are available to view in the My Content menu or dashboard widget under Drafts.

When previewing an asset you have a Draft for, you'll be shown your Draft first if it's newer than the Current Version. You can switch to the Current Version using the dropdown next to the title. You'll also be reminded if you edit an asset you already have an existing Draft for.

viewing a draft

Checking Out / Locking Assets

If you'd like to prevent other users from editing the same asset you're working on, you can exclusively check out / lock any asset you have write access to by clicking More > Check-out/Lock.

Locking an asset creates a Working Copy, with which you can:

  • Commit Changes - which finalizes and submits the changes or sends them into workflow.
  • Break Lock - which discards your changes.
  • You can also reassign the lock to another user, so long as they also have write access to the asset.

Your Working Copies are listed in the My Content menu or dashboard widget under Locked Assets.

When previewing a locked asset, you'll be shown the Working Copy first. You can switch to the Current Version using the dropdown next to the title.

viewing a working copy