Collaborate on and Publish a Draft Version of a Dashboard

Make sure you’ve opened Version History for the dashboard you want to work on and that you’ve made yourself a Publisher.

Select the Versions tab to see a list of all versions of the dashboard. The version at the top of the list is the live version that all CRM Analytics users see. In the default state, when you open, edit, and save any version of the dashboard, it becomes the live version that other users view. It also becomes the newest version at the top of the list.

Here’s how to work on a draft version behind the scenes.

1. In the Versions tab, click the triangle to the right of the version link at the top of the list and select Make Live. It’s now marked Live in the Versions tab.
2. Open any version of the dashboard (including the live version). Edit and save it.
3. Click the icon and select Version History.
4. The version you edited and saved now appears at the top of the list as a new version. It’s marked Draft, which means that only other publishers can view it. Other users in the org continue to view the version marked Live. Anytime you edit and save the dashboard, that version appears at the top of the list and is marked Draft.
5. Other publishers can open the dashboard, click Version History, and view the version of the dashboard marked Draft.
6. When you decide the draft version is ready for other users, click the triangle to the right of the version link and select Make Live to publish it. The published version becomes the live version that other CRM Analytics users view.