Publish an approved revision

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Publish a document revision that has been approved.

    始める前に

    Role required: document_management_admin

    or

    Role required: document_management_user

    このタスクについて

    Once a document has been created and edited, a specific revision can be submitted for draft review and final approval. After final approval, the document can be published.

    Publish the approved revision from the Document Revisions list.

    注:
    Publishing documents to the Knowledge Base requires the Knowledge Document Plugin.

    手順

    1. Navigate to the document record.
    2. In the Document Revisions List, click the revision marked Ready for Publishing.
    3. Click Publish Revision to display the Publish dialog box.

      The revision number matches the latest revision number. If your standard is to change the revision number when the document is published, such as incrementing the version number to 1.1 or 1.0.1, the change can be made on this dialog box manually.

    4. Click Publish.

      The published revision is highlighted in green and the stage of previous revisions is automatically changed to Retired:

      注:
      If the approval and publishing process is repeated, the published revision is retired when the new revision is published. Any workflows running against previous revisions are canceled when the document is published.