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Connection Admin or Modeler permissions are required to promote workbook changes to the shared model.
Depending on your workflow preferences, you can promote changes to the shared model from a workbook or by editing the model directly in the model IDE.

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Reviewing and promoting workbook changes

Working in Branch Mode? See the Branch mode guide for information about promoting changes using branches.
Promoting workbook changes to the shared model requires that you are in the published version of the workbook. Then, to view and promote changes, you can:
  • Click Model > View & promote changes
  • Click the icon in the left navigation panel of the workbook
Either option will open the workbook model changes drawer, where you can review changes before promoting them. This drawer shows all changes made in the current workbook layer, including added, modified, and removed model items: Workbook model changes Summary tab

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Reviewing changes

To quickly understand what changed without opening the IDE, click the Code tab to view the “diff” of the underlying model YAML: Workbook model changes Code tab The Code tab includes:
  • The change type (added, modified, or removed) with color-coded styling
  • A YAML snippet of the model item showing relevant properties
  • For modified items, a side-by-side comparison of the shared model version and workbook version

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Selecting and promoting changes

In the Summary tab of the workbook model changes drawer, use the checkboxes to select changes to include in the promotion to the shared model. When ready, click the Promote to shared button to promote the changes.

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Directly editing the model

Edits made directly in the model IDE will be promoted to the shared model as soon as the file is saved. For more structured development processes, explore the Branch Mode and git integration options.