Publish

Publish lists everything that stops this “version” from being published, in the order publish checks it, each with a link to the section that fixes it. When nothing is left, it says Ready to publish. and Publish this version can be selected. A published version never changes, and work can start from it.

Open the template from Workflow Templates, then select Edit on a draft. In the template editor's left menu, select Publish. A number beside a section in that menu counts the items that section must fix.

The line under the title says how many problems are left to fix, or Ready to publish. Below it, Before publishing lists each open item, then the button. A draft with three open items:

The same draft once every item is fixed:

• Fix each item: its Go to link opens the section. Come back to see the list again.
• Publish a version, when the list is empty.
• Look up an item and how to fix it: Publish checks.

Anyone with a role in the department can open this section and read the list. Publishing is for a department manager or a company administrator. If your role does not allow it, a message at the bottom right says so and nothing is published.

• While anything is open, the button cannot be selected, and a message at the bottom right says “Publishing is blocked while anything in the list is outstanding.” See Why the button cannot be selected.
• After you publish, you go back to the template's page, and the version's status shows Published.
• On a published or retired version there is no button, and a message says, for example, “This version is published and can no longer be published.”