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Status Needs review
Workspace Core CDE
Created by Guest
Created on Jun 25, 2024

Automatic update reference documents

If a document is upgraded with a new version and has been copied as reference, the reference document will also be upgraded.

Practical use of functionality?

When you copy a document as reference and then you upgrade the main document to a new version, the reference document will also be upgraded.

What is the impact of not doing this?

Currently when you copy a document as a reference and then update the main document, if you want the reference document to have the latest version, you must delete the reference document and copy the new version as a reference in all the spaces where you copied it previously.

  • Admin
    Paul Houghton
    Reply
    |
    Jul 19, 2024

    Hi @Guest ,

    I have a few thoughts and questions. :-)

    Should the reference point to:

    1. The latest document? (And access be lost to previous version when it is revised?)

    2. All versions in the stack?

    Does the document need to be "approved" via a review process before the reference to it is updated?

    We might consider:

    1. The reference being able to be updated manually to reference the latest version.

    2. The original document pushing out its latest version to update all references to it.

    This could be a manual process that workflow could automate once a document was approved.

    Best regards, Paul Houghton...