New Version | Digital Thread

All listings will be in Sandbox until they have been promoted and approved for Production.

Each listing type has required fields that must be completed before the listing can be either saved or promoted to Production. If any required fields are left blank a red i icon will be marked on the corresponding tab to remind the user what still needs to be filled out.

New Version of Hub Listing

Create

For the following steps on how to make a New Version of a listing, the Document listing type will be used. The steps are the same for all listing types though there may be additional required tabs to fill out depending on the listing type.

CLICK on the DOCUMENT icon to begin the create listing process.

Listing Type Modal

This page will be reviewing the creation flow of a New Version. These links can be used to learn more about how to create a New Hub Listing or Remix.

Clicking on the Document icon on the My Listings page will show this flow to the user. The LISTING TYPE modal will open allowing the user to SELECT whether this will be a new listing, new version of existing listing, or remix of someone else’s listing. SELECT the ADD A NEW VERSION TO MY OWN LISTING option and CLICK the NEXT button.

On the next page of the modal users will be able to select either a remix version or standard version of the listing to add. SELECT the ADD A STANDARD VERSION option and CLICK the NEXT button

More information on remixing a listing can be found here.

Select Listing Modal

All Document listings created by either the user or the Studio Organization they belong to will display. The user will be able to choose a listing to make a New Version of from the documents that they have access to being displayed on this modal. SELECT one of the listings and CLICK the NEXT button.

Version Tree Modal

The current Version Tree for the original listing will display. The user will be able to choose whether to make their New Version a new Child or Parent Version of the original listing.

Once one of the options is chosen the user will be able to INPUT a name for the New Version. CLICK the NEXT button.

Upload

After all the New Version modals are completed, the user will be brought to the Create Document Listing page. The user will be on the UPLOAD tab and is required to upload a supported file type.

Info

On the INFO tab, users are required to fill in a VERSION NAME and VERSION DESCRIPTION.

Progress on a listing can be saved once the user has uploaded a file, named the listing and filled out a listing description. This allows the user to fill out all additional fields for their listing at a later time. It is important to note that a listing cannot be promoted from Sandbox to Production until all of a listing’s required fields have been filled out.

Permissions

On the PERMISSIONS Tab, CLICK the LAUNCH button to run the Permissions Wizard. Full instructions can be found at the link below.

How to Manage Listing Permissions

Digital Thread

The DIGITAL THREAD tab will display all current information for a listings digital thread. The digital thread for a New Version should display the original listing and then the new version of the listing beneath it in the tree. If additional versions or remixes of the listing are made they will display too and the tab can be accessed again if the user chooses to EDIT the listing.

The user will be able to set Authorized or Certified on listings in the tree from this tab. Only if the listing has been promoted to Production. More information on how to authorize or certify a listing can be found here.

See the following links for more information on Digital Thread and the Digital Thread Iconology.

Publish

Once all the required information has been completed for a listing and the listing has been saved, the Publish button will become available to the user. Users will be able to PUBLISH their listing which will promote the listing from the Sandbox to Production.

Once a listing is published, the user will be unable to change the files on the UPLOAD tab but will still be able to update information on the INFO tab and modify permissions.

CLICK on the PUBLISH button.

This will open the PERMISSIONS FOR PRODUCTION modal. From here the user will be able to choose to KEEP CURRENT or SET NEW PERMISSIONS. For the purposes of this example, SELECT the KEEP CURRENT option and CLICK the NEXT button.

Setting new permissions will overwrite the existing permissions for the listing. Full instructions on how to run the Permissions Wizard can be found at the link below.

How to Manage Listing Permissions

The modal will close and the listing will be updated from Sandbox to Production.

Edit

To edit a listing, CLICK the PENCIL icon in the ACTION column in the MY LISTINGS table. The table can be accessed from the MOTAR Studio MY LISTINGS page.

Make any desired changes in the UPLOAD, INFO, PERMISSIONS, and/or DIGITAL THREAD tabs. The user can navigate between tabs by either CLICKING the TAB TITLE or CLICKING the NEXT button.

If the user desires to update permissions settings, CLICK the MODIFY button in the PERMISSIONS tab to run the Permissions Wizard. Full instructions can be found at the link below.

How to Manage Listing Permissions

Once desired edits have been made, CLICK the SAVE button to save all requested changes and update the Document Listing.

Delete

To delete a listing, CLICK the PENCIL icon in the ACTION column in the MY LISTINGS table. Navigate to the DIGITAL THREAD tab, CLICK the TRASH CAN icon in the ACTION column of the DIGITAL THREAD tab. A Delete Listing modal will be displayed.

To confirm deletion of the listing, TYPE the word DELETE in the text field. This will activate the DELETE button which can then be CLICKED.

The user will be returned to the DIGITAL THREAD tab. The listing that has been selected for deletion and will display as archived in the DIGITAL THREAD tab and also on the MY LISTINGS page.

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