Views & Drafts

Views and Drafts allow users to segment the organisation and model scenarios.

The concept of Views and Drafts was created in order to support the complexity of multi-workstream transformations, whilst allowing users the flexibility to model changes in a secure sandbox.

Views allow admins to restrict and control access to visible data whist Drafts allow users to build, test, and model different scenarios.

Views

A View allows you to restrict which parts of a dataset users can see. Restrictions can be made at a row or a property level.  

Example:

Anne, Emma and John are asked to work on a transformation project.

• Anne and Emma will be responsible for Europe
• John will be responsible for America but only for Operations and he is not allowed to see salaries

This example shows the two Views that have been created to support the transformation:

When to use a View

Views can be used for a number of scenarios:

Note: Views have their own permission model.

How to structure your Views

How you structure your View will be based on your governance structure

• Who needs to see the data?
• Should they have access to all or part of the data?
• If they should only see parts of the data are there only certain properties they can have access to?
• If they should only see parts of the data are there only certain rows of data they can have access to?

Example:

Anne, Emma and John will be asked to work on a transformation project

• Anne and Emma will be responsible for Europe
• John will be responsible for America but only for Operations and he is not allowed to see salaries

Drafts

A Draft is a means of storing proposed changes to a dataset, either directly or through a View. You can apply a Draft to a dataset to understand the impact of your changes.

When to use a Draft – various scenarios

Note: Drafts have their own permission model

Creating a Draft

There are two ways to create a draft:

Create a Draft from the View Wizard

While creating a View you have the option to directly create a Draft associated with it in the 'View details' section of the wizard:

In the Draft creator, you can configure who can view the Draft (a), who can modify the Draft (b), if the modifiers can add or delete nodes (c) and which properties the modifiers can edit (d):

Create a Draft from a dataset

You can 'save as' a dataset to create a Draft from the dataset at any point whilst working in a pack: