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Publishing Changes in RDM

Publishing changes made to reference data is the final step of an edit lifecycle. After publishing, all users with the viewing permission for the given table can view new or updated records and can no longer see deleted records.

Records can also be rejected, which returns them to the Edit workflow state.

You must have a Publish permission to publish records of a given table.

The Publish tab

All records intended for publishing are listed on the Publish tab in the Navigation Panel.

Publish tab

Publishing scope

Publishing and rejecting records can be done on a different scale:

  • All tables in the reference data repository under < ALL TABLES > (see the previous image).

  • Table by table (see the previous image).

  • Individual records in a selected table (described in the following section).

Publish and reject individual records

After you select a table from the Navigation Panel on the Publish tab, the Publishing tab opens in the Viewing Panel.

The main action options are Publish and Reject. Other options, Filters and Columns setup, are used for more convenient data viewing. For details, see Viewing Data in RDM, sections Filters and Columns Setup respectively.

Publishing tab
To publish individual records
  1. Select the desired table in the Navigation Panel. The records available for publishing appear in the Viewing Panel.

  2. Select the records.

  3. Select Publish.

  4. (Optional) Add tags, which can be used for filtering records in the ALL_HISTORY mode.

  5. Confirm. Now the record is visible in the Published mode.

    In case the data has not published, see the Action History link on the System tab of the Navigation Panel, where a log is saved.

To reject individual records
  1. Select the desired table in the Navigation Panel. The records available for publishing appear in the Viewing Panel.

  2. Select the records.

  3. Select Reject.

    The record is now has the [ State ] value equal to Edited.

Records participated in bulk operation

When performing publish or reject actions in RDM, you might receive the following message: "Records participated in bulk operation. Should I apply action on whole bulk operation?"

This means that the record on which you are trying to perform publish or reject operation has been edited or deleted recursively, affecting child records. Therefore, RDM is asking whether you want to perform the current action on the affected child records as well (that is, recursively). In most cases, you need to confirm.

For more details, see Working with Records in RDM, section Editing records and Deleting records respectively.

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