In Insights, each document operates in one of two states: draft or published. A document can be either a standalone workbook or include both a workbook and a dashboard. Drafts are isolated versions that contain all parts of the document, allowing you to make changes without affecting the live version. When you publish a draft, it creates a new, read-only version that becomes visible to all users with access to the document.
🚀 Benefits of Using Drafts in Your Insights Workflow
Make Incremental Progress: With small, manageable goals, it's easy to show progress without waiting for your work to be perfect.
Explore Without Commitment: Whether you're working solo or with a team, utilizing drafts lets you iterate on ideas without worrying about the final product.
Increase Your Efficiency: Drafts enable you and your teammates to view each other's changes and collaborate in a controlled environment, preventing overlap and ensuring that everyone's contributions remain distinct.
⚠️ Limitations
Single Active Draft: Documents can only have one draft at a time. This means that users who have edit access to a document share the same draft.
🖊️ Opening & Editing Drafts
Save Your Analysis: Analyses must be saved as documents before you can create a draft.
Create or Open a Draft: Click File > Edit or the Edit button in the top right corner of the document.
Note: If a draft already exists for a document, this will open the existing draft.Leaving a Draft: Clicking Leave draft saves the changes made to the draft and opens the published version of the document.
Important: Changes in a draft—including those to queries or the dashboard—are only visible in the draft, meaning they won't affect the published version of the document. This ensures that you can safely iterate without impacting those viewing the published document.
🤝 Collaborating in Drafts
To collaborate efficiently, FLYR recommends:
Single Editor at a Time: Ensure only one user edits a draft at a time to reduce the likelihood of overlapping changes. Since a document can only have one draft, authors will share the same draft.
Work in Small Increments: Creating and publishing small changes allows you to work more quickly and makes a document's version history easier to follow.
🔍 Exploring Without Opening a Draft
Sometimes, it can be useful to explore a document without creating a draft, especially when multiple authors want to edit the same document.
From a published document, you can create copies of:
The Entire Document (Workbook and Dashboard): Click File > Duplicate.
The Workbook Only: Click New analysis in the top right corner of the workbook.
A Specific Workbook Tab: Click Tab > New analysis from here.
🔄 Viewing and Restoring Draft Changes
View Changes: To view all changes made in a draft, click the Document changes (clock icon) in a draft workbook. The Draft changes panel will display a list of all changes made to the draft workbook.
Restore Changes: You can revert to an earlier version of the draft by clicking an individual change and then selecting Restore.
🗄️ Archiving Drafts
Archiving a draft allows you to remove an existing draft without deleting it. When a draft is archived, it is stored in a separate Archived section of the workbook. Archived drafts are retained for 30 days.
Any user with edit access can archive or restore an archived draft:
Open the Document's Workbook.
View Drafts: Click View drafts (document icon) near the bottom left corner of the page.
Manage Archived Drafts: Click an archived draft to view it, restore it, or use it to start a new notebook.
Note: Restoring an archived draft will replace the document's active draft. FLYR will prompt you to confirm the restoration before proceeding.
Publishing Drafts 📤
When a draft is published, the changes in the draft will replace the currently published version of the document. The published version of a document is read-only, but you can still drill down and use dashboard filters. To make changes to the workbook or dashboard, open a draft of the document.
Restoring a Previous Version: You can restore a previously published version of a document using the File > Version history option. Refer to the Workbook documentation for more information.
👀 Viewing Published Documents
A document's folder location and permissions determine its visibility to other users. For example, if you save the document in your Personal folder but don't grant access to anyone, only you will be able to see the document, regardless of whether it's been published.
📽️ Walk-through
If you have any further questions or need additional assistance with Insights, please contact the Advisory team via chat.