craftcms / craftcms/docs

Drafts / Revision creation, Saving, and Conflict Resolution unclear / unexplained for Front End Authors

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Dominant language
JavaScript
Stars
42
Forks
160
Avg merge
3h 9m
Merged PRs (30d)
4

Description

Description

This is a front end author corollary to #36, the drafts / revisions workflow needs more documentation.

Editing Entries in Craft 3.7 is good basic introduction—however, as site size and entry complexity grow there are things it doesn't cover and I can't find canonical documentation for to point authors to for how it is all supposed to work. (Clarity on how it is supposed to work also makes it easier to know when something is a bug report versus a feature request.)

The big thing that is missing is edit conflict resolution and when you might accidentally overwrite someone else's changes without noticing. The automatic persistence of unsaved edits across page loads is very helpful, but it does mean that, in effect, people can be editing an entry "at the same time" hours, days, or even months apart.

Key concepts I noticed that need to be better explained:

  • How to use the blue bar to keep track of what will be updated on save.
  • How to compare your version to the current version when the "recent changes" warning appears.
  • When merging a draft with the current version what get's merged and what get's overwritten.
  • How Matrix reordering happens when merging a draft.
  • What happens on the creation of different matrix blocks on two different drafts?
Additional info
  • Craft version: 4.2.7
  • PHP version: 8.1
  • Database driver & version: MySQL 5.5.5

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start with the linked “Editing Entries in Craft 3.7” article and related issue #36, then review the drafts and revisions workflow described in the issue. Document the blue bar, recent-changes comparison, merge and overwrite behavior, Matrix reordering, and concurrent block creation; done means authors have canonical guidance for these cases.

Written by the indexing model from the issue text.

Assessment

Domain
documentation
Issue type
Documentation
Difficulty
4/5
Estimated time
3-5 days
Activity status
Stale
Clarity
Mostly clear
Newbie friendliness
35/100

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