Using the drafts feature, you edit items without directly applying the changes to the original item versions. The draft entity is a copy of the master entity, with the same file reference, relations and metadata configuration. The Drafts feature allows you to edit approved entities. You can also save a modified entity as a standalone entity.
This document contains the following:
Sitecore Content Marketing Platform (CMP)™ has the draft feature available out-of-the-box as part of the concept of transcreation.
For more information, see the ideation flow.
To create a draft:
- On the desired entity detail page, click More actions .
- Click Create draft.
- Click Edit.
- Modify the desired data fields.
- Click Save.
As a result:
- A draft is created (duplicate of the original entity).
- The original entity is locked for editing until the draft is approved or discarded.
- The DRAFT and ORIGINAL indicators appear on the respective pages.
To navigate between draft and original:
- On the draft detail page, click View original to see the original page.
- On the original detail page, click View draft to see the draft page.
You cannot find drafts in Search, use the View draft button instead.
To submit a draft for approval, on the draft entity detail page:
- Click Submit.
- Click Confirm.
As a result, the draft page is saved and moves to the next approval workflow state (In review). The draft can be:
- Approved: the changes are applied to the original entity and the draft entity is deleted.
- Rejected: the changes are not applied and the draft entity reverts to the previous workflow state (In progress).
Save as new
If you want your draft to be a different entity than the original, you can save it as a new entity.
In this case, when creating your draft, click Save as new entity instead of Save.
As a result, the draft is saved as a standalone entity and the original entity is unlocked for editing.
To discard a draft:
- Go to the draft entity detail page.
- In the main operations menu (or in ), select Discard draft.
For a video on saving a draft as a new content item, see How to save a draft as a new content item.
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