The Require Summary of change on Publish company setting makes the summary of changes compulsory. When it is enabled, users must enter a summary before the publish completes.
This gives administrators control over change tracking for the whole company. Every publish carries a clear record of what changed and why.
Only administrators can enable/disable a company setting.
Quick Steps
Select Settings on the left-hand navigation menu, then open Companies.
Select the company title to open the Update Company card.
On the Details tab, locate the Company Settings section.
Switch on Require Summary of change on Publish.
Select Update Company.
When enabled
The summary of changes field appear and is mandatory to fill in on every publish of processes, value streams and managed documents. By adding a summary of changes, the publish can proceed and the summary is recorded on the change log entry.
An empty summary is rejected. The save or publish is blocked.
When disabled
The summary of changes is optional. Users can publish with a blank summary and no message is shown.
Default setting
Require Summary of change on Publish is switched off by default.
Existing companies keep their current behaviour - the summary stays optional.
New companies also start with the setting off.
Existing records
Enabling the setting does not retro-fit historical change log entries. Records saved without a summary are left unchanged - no summaries are added, no entries are removed, and no errors occur.