Workflow question - Document goes through workflow more than once, but need to see only the approved version.

Workflow question - I'm creating a workflow where at the end the document can be viewed by everyone. That document can then be updated and go through the same workflow. While it's going through that workflow, I want people to only see the last published version, not the new one as it's being edited and altered. Every time I put the document into the workflow the latest version disappears because of how I have the workflow's security setup. What am I missing?

  • There are others in this forum who have better practical experience on building and maintaining this than me, but as a general point you want to have two versions: a "working copy" (restricted access) and a "published copy" (full, read-only, access).

    The working copy then gets edited and validated and, at a certain point, is published to the published copy.  This published copy stays available even whilst the working copy gets continually changed until, at some point, a new version gets pushed over the published copy.

    You can use tools like the Compliance Kit to configure a lot of this.