Self Help Desktop Studio - The Publish Mode

The publish mode is used to access the published  of Self Help projects for the active domain.

It comprises a set of dedicated panes for:


  • The version numbering is automatic. It identifies the version nature:
    • major version: scheduled version.
    • minor version: anomaly and bug correction.
               example  Major version v3.0 / Minor version v2.1
  • A version can be created only from an active version of the Self Help project.
  • Published versions can be activated and and deactivated individually.
  • Unpublished versions are accessed from the [edit mode>>doc:SelfHelp - Edit Mode Studio]] Publish where they can be modified.

Best Practice

  • Arrange your panes according to your work habits.
  • Carry out your version publishing off-line (in deferred mode) to avoid server slowdown. Open url.png See the How to publish a project procedure.

Screen description

     Studio mode - Publish.png

Access: via the Mode > Publication menu

In the standard configuration, the version manager displays 3 areas:

Title bars and menu bar


    Studio - Bars.png

(1) Title bar: Information on the current Self Help session, i.e. server name, domain, logged-in user.

(2) Menu bar (Note: Certain menu options can also be accessed via a contextual menu specific to components in the Explorer pane).

Description of the menu bar

File menu: Commands used to:

  • Create a new object.
  • Import an archive to the domain or export a Self Help project to an archive.
  • Publish a Self Help project.
  • Modify the email address and password of the writer logged in to the Desktop Studio.
  • Change the domain.

Edit menu: Commands used to:

  • Undo and redo modifications.
  • Copy and paste text.
  • Rename and delete objects.

Procedure menu (Note: Only if a procedure is displayed in the Conception pane): Commands for performing actions on the steps of a procedure.

View menu: List of views available in the Explorer pane and Description pane.

  • Click one of views to show or hide it.
  • The active view is highlighted by an icon displayed on a blue background.
  • The Explorer pane includes three views: Explorer, Properties and Overview.

Mode menu: List of modes available in the Desktop Studio. The active mode is highlighted by an icon displayed on a blue background.

  • Edit mode: Access all versions of Self Help projects currently being modified in the current domain. Open url.png See the description.
  • Publish mode: Access all published versions of Self Help projects in the current domain. Open url.png See the description.
  • Admin mode (Note: Only for domain administrators and owners of Self Help) projects. Open url.png See the description.

Help menu: Commands used to:

  • Access documentation containing step-by-step procedures on how the Desktop Studio works. Open url.png See the description.
  • Return to the Self Help) Home page.
  • Define preferences:
    • List of users automatically created by SSO displayed in the list of visible users, via the Admin configuration option (Note: Only domain administrators and system administrators can access this functionality)
    • Languages for translation
    • Programs for opening documents if they are different from those used by the operating system
    • Default configuration of macros
  • Display the error log.
  • View the server version and Desktop Studio version.


Explorer pane

It displays all the projects in the active domain, for which versions have been published, as a tree structure.

Display pane: View > Explorer
         Publication - Explorator Pane.png


  • Select language drop down.png: Select the display language for the Explorer pane components.
    • To add a language in the list: Help > Preferences > Allowed Languages.

Project tree structure

  • Expand the tree structure by double-clicking the project name or click Tree expand icon.png.
    • The project components are grouped together in folders.
    • The icon shown opposite each component identifies its nature: procedure, variable, form, etc.  - Open url.png see Project contents
  • The project version is shown in brackets after its name.
    • Only published versions are shown in the publishing manager.
      • Property OK icon.png : active version of the project.
      • Property NOK icon.png : inactive version of the project.
    • The active versions:
      • can be accessed by the members of the publishing groups via a URL;
      • can be used to generate new revisions (minor/major).
    • The unpublished versions can be accessed from the graphic editor in which they can be modified.
  • The actions that can be carried out on each component of the project can be accessed from a context menu.
    • Right-click a version to create a minor/major revision.


Properties pane

   Publication - Properties Pane.png

Procedure: How to create a new version of a project

See the detailed step-by-step procedure in Self Help.

Step 1: Create a new minor/major version

1. Go to the graphic editor.

2. Expand the project tree using Tree expand icon.png in the Explorer pane.

3. Right-click an active version of the project, identified by Property OK icon.png, and select Create a new major/minor revision from the context menu.
The Edit new version action dialog box is opened.

Step 2: Information on the version planning

  • Start creation immediately using the Execute now option; or
  • Defer creation using the Delay execution at:
    • Enter the start date and time.

The new version is shown in the Explorer pane.



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