Introduction
This article shows you how to anage Astrato workbooks using the modern Workbook Life-Cycle experience, including drafts, versions, publishing, rollback, collections, and environments.
Astrato workbooks support built-in versioning, allowing teams to safely develop, test, publish, and restore workbook changes without creating duplicate workbooks or losing history.
Workbook Display
Workbooks display their Name, Description, Creation Date, and current workbook status.
When hovering over a workbook tile:
Draft workbooks display:
Preview
Edit
Published workbooks display:
View
Edit
The Options menu can be opened from the three dots in the top-right corner of the workbook tile. If a workbook contains multiple versions, a version history icon appears beside the workbook name.
Figure 1: Workbook Display
Starred Workbook, Edit and Preview/View
Click the star icon to add a workbook to your starred workbooks for faster access.
Click Edit to open the workbook draft for editing.
Click Preview to preview the current draft experience.
Click View to open the published version of the workbook.
Figure 2: Starred, Edit and Preview/View
Options Menu
If you click the 3 dots in the top right, you'll open the Options menu (Figure 3). You'll find some options can only be used when the workbook is in a certain state. Draft workbooks have these options available.
Details opens the details settings, where you can edit the workbook name, description, and upload an image for the workbook logo.
Delete opens a dialog where you'll be asked to confirm you want to delete. The deleted workbook will no longer be displayed.
If the workbook has been published, you'll see a different set of options.
Manage Collections opens the settings where you can add or remove the workbook from a collection, and also create a new collection.
Duplicate creates a copy of the original workbook. Only published workbooks can be duplicated.
Delete opens a dialog where you'll be asked to confirm you want to delete. The deleted workbook will no longer be displayed.
Figure 3: Options Menu
Workbook Versions
Astrato includes Workbook Life-Cycle Versioning, allowing creators to safely manage workbook changes over time.
To access workbook versions:
Open the workbook in Edit mode.
Click the clock/version icon in the top toolbar.
The version history panel opens on the side.
The version panel includes:
Current draft
Historical versions
Published version
Working with Drafts
The workbook draft is the active editable version of the workbook.
Available actions include:
Save as version
Name this version
Create a new workbook
Saving versions allows teams to checkpoint changes before publishing or experimenting with updates.
Working with Historical Versions
Historical versions are stored snapshots of previous workbook states.
Available actions include:
Restore this version
Rename version
Move version to another workbook
Create a new workbook
Remove version
Restoring a version applies it back to the draft so users can continue development from a previous state.
Published Versions
Published versions appear directly inside the version history panel.
Available actions include:
Restore published version
Rename version
Move version
Unpublish workbook
Create a new workbook
This allows teams to safely rollback production content if issues are discovered after publishing.
Publishing a Workbook
When publishing a workbook, users can select which version to publish.
This allows teams to:
Develop safely in draft mode
Publish approved versions only
Maintain a clean production workflow
Rollback quickly if needed
Astrato supports unpublishing and republishing workbooks without losing version history.
Rollback & Recovery
Published workbooks support rollback directly from the workbook tile menu.
Rollback allows users to:
Restore a previous published version
Recover from breaking changes
Reduce production risk
Safely experiment in drafts
Rollback history is available directly from the workbook management experience.
Workbook Duplication
Workbook versions or drafts can be duplicated using:
Version Menu → Create New Workbook
Duplicating creates a completely separate workbook with its own URL and publishing flow.
Versions can also later be moved between workbook trees to re-link development history if required.
Collections & Environments
Astrato environments can be managed using Collections.
Common examples include:
DEV
UAT
PROD
This allows organizations to:
Separate development and production content
Manage governed releases
Maintain clear workbook ownership
Reduce accidental production changes
Recommended setup:
One Data View per environment
Shared governed semantic layers
Separate collections for each lifecycle stage
Example:
Sales_DEV
Sales_UAT
Sales_PROD