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Save Draft vs Publish Workflow Guide ​

Understanding the difference between saving drafts and publishing is crucial for effective territory management. This guide explains the two-stage workflow and when to use each option.

Table of Contents ​

The Two-Stage System ​

Territory Wallet uses a two-stage save system to give administrators control over when changes become visible and active.

The Two Stages ​

Stage 1: Draft (Work in Progress)

  • Changes saved temporarily to cloud storage
  • Only visible to administrators
  • Can be freely edited without impact
  • Safe workspace for incomplete territories

Stage 2: Published (Live and Active)

  • Changes finalized and made active
  • Visible to publishers (if permissions allow)
  • Available for assignment and tracking
  • Triggers background processing
  • Permanently committed to the system

Save Draft Explained ​

What is Save Draft? ​

Save Draft preserves your work without making it live or visible to others.

When to Save Draft ​

✅ Use Save Draft when:

  • Working on incomplete territories: You've started but not finished
  • Taking a break: Need to step away, resume later
  • Experimenting: Testing different boundaries or configurations
  • Frequent saves: Click Save Draft button often while working
  • Collaborating: Share drafts with other administrators before publishing
  • Data entry in progress: Importing addresses, not yet verified

Example Scenarios:

What Save Draft Does ​

Saving a draft stores everything you have in progress—boundaries, properties, and address changes—so you can come back later without losing work. Drafts stay private to administrators until you choose to publish.

Remember:

  • Drafts are for work in progress.
  • Publishers never see draft changes.
  • You can keep editing the draft as many times as you need.

Publish Explained ​

What is Publish? ​

Publish finalizes your territories, makes them live, and initiates processing.

When to Publish ​

✅ Use Publish when:

  • Territory is complete: All geometry, properties, and addresses finalized
  • Ready for assignment: Territory is ready for publishers to use
  • Data is verified: You've reviewed and confirmed accuracy
  • Changes are final: You're committing to these changes
  • Going live: Making new territories or updates active

Example Scenarios: ​

What Publish Does ​

Publishing locks in your latest draft and makes the territory available everywhere it needs to be. The system takes care of validating the data, updating maps, and refreshing any reports so publishers see the most current information.

Expectations after publishing:

  • Changes are live for publishers and overseers.
  • Territory lists, dashboards, and assignments reflect the new data.
  • You may see a short processing state while the system finishes its checks.

What Gets Published ​

When you publish, everything tied to that territory goes live: the boundary, property details, and the address list. The system double-checks the data, refreshes dashboards, and makes the territory ready for assignment. If something needs attention, you'll see a message so you can correct it and publish again.

After Publishing ​

What Changes:

  • Territory marked as "Published" (no longer "Draft")
  • Visible to publishers (based on permissions)
  • Available in assignment interface
  • Included in dashboard metrics and analytics
  • Searchable by publishers
  • Triggers any configured notifications

What You Can Still Do:

  • Edit the territory (creates new draft changes)
  • Update addresses (save draft, then republish)
  • Change properties (modify and republish)
  • Assign to publishers
  • Archive or delete

Important: Publishing does NOT freeze the territory. You can always make changes, but you'll need to publish again to make those changes live.

What Happens During Publish ​

Publishing runs a quick round of checks and then rolls your changes out everywhere. You might see a short spinner while the system finishes its work. When it’s done, the territory status flips to Published, dashboards refresh, and the territory is ready for assignment. If something needs your attention, the status panel will point you to the item to fix.

Monitoring Publish Status ​

Keep an eye on the publish badge in the territory list:

  • Publishing… means the update is still processing.
  • Published confirms everything completed successfully.
  • Needs review appears if the system spots something to fix before it can finish.

Open the territory details to read any messages, make adjustments if needed, and publish again when ready.

Best Practices ​

Saving Workflow ​

✅ Recommended Approach:

While Editing:

  1. Click Save Draft button frequently (every 5-10 minutes)
  2. Prevents data loss from crashes or connection issues
  3. Safe to continue working after draft save
  4. Get in the habit of clicking Save Draft regularly

Before Finishing:

  1. Save draft one final time
  2. Review territory for completeness:
    • All addresses entered?
    • Boundaries accurate?
    • Properties complete?
  3. Verify data accuracy
  4. Then publish when ready

After Publishing:

  1. Verify publish succeeded (check status)
  2. Review any warnings or errors
  3. Test by viewing as publisher (if possible)
  4. Make corrections if needed (edit → publish again)

Avoiding Common Mistakes ​

❌ Don't:

  • Publish incomplete territories
  • Forget to save drafts while working
  • Publish without verifying data
  • Ignore publish errors
  • Make changes and close browser without saving

✅ Do:

  • Save drafts frequently
  • Review before publishing
  • Monitor publish status
  • Fix errors before retrying
  • Test territories after publishing

Common Scenarios ​

Scenario 1: "I'm creating 50 new territories from scratch" ​

Recommended Workflow:

  1. Create and save draft for first 25 territories (boundaries only)
  2. Work on adding addresses in batches (10 at a time)
  3. Save draft after each batch
  4. Review all 25 territories for completeness
  5. Publish first 25 when complete
  6. Repeat for remaining 25 territories

Why:

  • Best to publish in batches of 25 for better performance
  • Draft saves protect against data loss
  • Can work in multiple sessions
  • Can have other admins review drafts

Scenario 2: "I need to update addresses in one territory" ​

Recommended Workflow:

  1. Select territory in Map Builder
  2. Edit addresses
  3. Save draft
  4. Verify changes
  5. Publish to make updates live

Why:

  • Quick updates still benefit from draft → publish flow
  • Prevents accidental incomplete publishes
  • Gives chance to review before going live

Scenario 3: "I made a mistake after publishing" ​

Fix Workflow:

  1. Territory is already published (mistake is live)
  2. Immediately edit to fix mistake
  3. Save draft
  4. Verify fix is correct
  5. Publish to update live territory

Result:

  • Old (incorrect) data replaced
  • Publishers see updated data
  • Assignment and tracking continue normally

Note: There's no "unpublish" feature. Fixes are made by editing and republishing.

Scenario 4: "Browser crashed while I was working" ​

Recovery:

  1. Reopen browser, log back in
  2. Go to Map Builder
  3. Check for auto-saved drafts
  4. Recent draft saves should be preserved
  5. Continue from last draft save point

What You Might Lose:

  • Changes since last draft save
  • If you never saved draft: all changes lost

Prevention:

  • Save draft frequently (every 5-10 minutes)
  • Enable auto-save if available
  • Use stable browser and internet connection

Troubleshooting ​

"Publish Failed" Error ​

Possible Causes:

  • Missing required fields (reference ID, title, type)
  • Invalid coordinates
  • Geocoding service unavailable
  • Network connection issues
  • Server error

Resolution:

  1. Check error message for specific issue
  2. Fix the reported problem
  3. Save draft with fix
  4. Try publishing again
  5. Contact support if persistent

"Publishing..." status stuck ​

If publish status doesn't update:

  1. Wait 2-3 minutes (processing can take time)
  2. Refresh the page
  3. Check territory status - may have completed
  4. Check publish logs for errors
  5. If truly stuck, contact support

"Unsaved changes warning but I saved" ​

Possible Issues:

  1. Save draft succeeded but flag didn't clear (refresh page)
  2. You edited after saving (new unsaved changes)
  3. Save partially failed (check network)
  4. Browser cache issue (clear cache)

Resolution:

  • Refresh page to sync state
  • Save draft again
  • Verify internet connection
  • Check browser console for errors

"Can't publish - validation errors" ​

Understanding Validation:

  • Publish validates data before saving to database
  • Errors must be fixed before publish succeeds
  • Warnings can be published but should be reviewed

Common Errors:

  • Missing reference ID or title
  • Invalid territory type
  • Addresses without location (geocoding failed)
  • Coordinate out of range

Fix Process:

  1. Review error messages
  2. Edit territory to fix issues
  3. Save draft
  4. Try publish again

Next: Check out Tips, Best Practices, and Troubleshooting for advanced techniques and solving common issues.

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