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Creating new (destination) links to a source with an unpublished change

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  • Isabel Messore

    Andrew McKenzie,

    Happy to provide some clarity here! This is expected behavior. After editing a source link, we do require users to "publish" the change in order to update any associated destination links.

    When you first create a link, Workiva automatically publishes that change. However, when you change a linked value in the source text or table, an orange indicator shows the change is unpublished. That is when you will need to click Publish in the toolbar to make any changes after creating the initial link. Clicking Publish only publishes your pending changes and does not publish link changes made by other users.

    Here is some more information on Publishing Links that might be useful!

    There has also been a few requests in the past for "auto-publishing". If that is something you'd be interested in, I can definitely get you added to that ticket!

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  • Andrew McKenzie

    Thanks Isabel Messore. It might be helpful if the documentation called this out since it is (in my opinion) unexpected and, especially due to the visual glitch I mentioned, can be easy to miss.

    Incidentally, yes, we'd be interested in tracking the auto-publishing feature request also.

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