Creating a Draft

A Draft provides a safe space for editing data without changing the underlying data.  A Draft is always used with a Dataset or a View.

Admins, Dataset Owners, and users can create Drafts from the Datasets or Views they have access to.

When a Draft is used:

• Any changes since the creation of the Draft can be reverted. 
• The content of Changes Report slides and Changes List slides is based on all changes since the Draft was created. 

How to create a Draft

A Draft can be created:

• By selecting ‘Draft’ as the option when saving data.
• From Workspace home with the datasets tab selected.
• When a View is being created (See Creating a View).

Creating a Draft by saving data.

This is a quick approach to create a Draft from data being used.  User permissions will need to be applied in a separate step.

1. Select the ‘Data’ menu.
2. Select ‘Save as'
3. Select ‘Draft’.
4. Enter a name for the draft.
5. Select ‘Save’.

Creating a Draft from Workspace home.

In Workspace with the ‘Datasets’ tab selected:

1. Select the source data which the Draft will be created from; either:
   1. A Dataset, or
   2. A View.
2. Select ‘Create Draft’.

3. Enter a name for the Draft.
   1. Enter a Description (optional).
   2. Provide any tags which would be helpful to identify this Draft (optional).
4.  Select ‘Next’.

5. Specify which User Groups will be able to
   1. View the Draft (‘Read-only’)
   2. ‘Modify’ the Draft
   3. ‘Manage’ the Draft

Note:

• Users will not be able to access the Draft without being granted Permissions.
• User Groups entered here must exactly match the names of the User Groups applied for User Management in Settings.
• See Orgvue data security for an overview of permission levels and User Groups

6. Specify whether users with ‘Modify’ permission can:
   1. Add Nodes
   2. Delete Nodes
   3. Modify Property values
7. Select ‘Create Draft’.       

The Draft can now be seen in Workspace:

1. In the Card view, on the card of the Dataset it was created from; and 
2. In the List view.

Note:

• A Draft can be used with different Datasets. 
• When a Draft is selected from the Workspace Homepage (shown above)
  1. the underlying data to be used is selected, then
  2. a new pack can be created, or an existing pack can be opened

Related Articles:

• Reverting data changes (and appreciating Drafts)
• Importing a Draft
• Orgvue Data Security
• Adding users to a tenant
• Assigning dataset permissions
• Applying property permissions
• Creating a View
• See the effect of Permissions granted to Users