Edit Development version of Workbook then merge/update Production version

Product Requests
1

  • Describe Feature
    I would like to be able to edit and save changes to a development version of a workbook while users continue to use the production version.

  • What is the use case?
    From a published workbook, select option to open in development. Save changes in development workbook. Changes are not reflected in production version until development version is published to merge changes. Bookmarks to production workbook would be preserved for end user convenience.

  • How often would this feature be used?
    Frequently, especially during beta/UA phase of workbook

  • What is the impact of this feature on your organization?
    The only workaround is to use Save as, then delete or move the old version which breaks bookmarks. Saving link to draft may also work, but seems prone to error/failure and creates issues for collaboration if multiple draft forks are created.

2 Likes
2

+1 to add this feature, it would really help to simplify the workflow of change releases

1 Like
3

This is also an issue with embedded workbooks.

I make a change to the embed workbook in dev, publish it to production. Then I have to setup embedding on the new workbook and update the key in my app to point to the new copy.

4

Also adding my support for this feature.

Our current workflow when needing to make changes to a production version:

  1. Duplicate production version and save to development folder

  2. Make changes in development version

  3. Move production version to the production folder

  4. Change the redirect of data.mysite.com to point to this new workbook (so end-users don’t have to update where they go)

5

Yeah, this would be nice. Right now we’re trying to figure out a good way to do it. We’ve tried and approach similar to @AdamD but found that since we’re encouraging users to get their filter options how they like it and then bookmark it, it just invalidates all their bookmarks.

We’re going to be experimenting with creating hidden tabs to do the work and then when we’re ready to productionize it we swap the tabs in.

2 Likes
6

Hello Everyone! We are actively working on this. I’ll post here when the feature is ready for beta testers. If you want an early preview, your Sigma account rep can set up a walkthrough.

2 Likes
7

Hi @zalak_trivedi!

Thanks for your update. We have begun using the function to toggle between Published Version and Draft Version in the workbooks, but are not entirely clear on the scope of the function. There also doesn’t appear to be a separate version history for the Draft Version, which would be helpful to revert partway without wiping out the entire draft.

@nicoletta @kofoide @AdamD @aingold - have you started using the Published/Draft toggle, and does it help with your functional needs?

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Added Workbooks