2.3 Collaborative editing

No edit summary
No edit summary
Tag: 2017 source edit
 
(21 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{BSVersion|bsvFrom=4.5|bsvFeature=CollabPad}}
{{DISPLAYTITLE:CollabPads (Edit together)}}
{{BSVersion|bsvFrom=4.5|bsvFeature=CollabPads}}


Multiple users can edit a wiki page simultaneously. All changes are visible to all editors in real-time. This is useful to prevent edit conflicts on a page, for co-authoring instant documents such as meeting minutes, or for drafting or brainstorming sessions, to name a few use cases.
Multiple users can edit a wiki page simultaneously. All changes are visible to all editors in real-time. This is useful to prevent edit conflicts on a page, for co-authoring instant documents such as meeting minutes, or for drafting or brainstorming sessions, to only name a few use cases.
<span class="youtubelink">[[File:CollabPads EN thumb2.png|alt=Two side-by-side browser windows of collabpad participants|thumb|[[File:youtube-icon.png|alt=YouTube icon|left|22x22px]][https://youtu.be/Hs3bAK6NoFA YouTube: Edit together (04:01 min.)] |360x360px|link=https://youtu.be/Hs3bAK6NoFA]]</span>
==Why edit together?==
*'''Meeting minutes:'''<br />Collaborative editing is great for writing meeting minutes during a meeting or for documenting any other live sessions or meetings in real-time. If more participants contribute, it is less likely that important points are accidentally omitted from the minutes.
*'''Instant knowledge transfer:''' <br />When multiple users edit a page at the same time, it becomes very time-efficient and  to transfer knowledge from the heads of multiple people into the wiki. Participants can get new ideas and inspirations when they help each other with putting their thoughts on paper.
* '''Creating drafts:'''<br />Drafting new topics together is helpful for avoiding writer's block and to gain momentum when thinking about the general outline or the main ideas of the topic.
*'''Write quick notes:'''<br />Since the changes from an unsaved session are not directly visible in the wiki, making changes in Edit together mode are even useful for taking notes and only commiting them to the wiki once you find them useful  enough to share with others.


== Characteristics of simultaneous editing ==
Working in a  collaborative writing environment becomes more and more popular because it:
* enables multiple users to edit a wiki page at the same time from different browsers and locations.
* provides a very flexible way for creating content in a group of people
* allows the direct interaction with the content that is created by others
* is perfect for remote teams who want to collaborate efficiently and creatively
* and it's fun!


== When would I want to edit simultaneously? ==
<gallery widths="180" heights="180">
File:edit together button.png|alt=Edit menu with highlighted "Edit together" link|starting a collab session
File:CP welcome.png|alt=Welcome dialog with checkbox, start and cancel buttons|session announcement
File:CP user joins.png|alt=alert message for newly joined user in a meeting minutes edit session|message when user joins
File:CP participants.png|alt=Participant menu with "Copy invite" link|list of participants
File:CP-flag.png|alt=Green flag next to an edit with an arrow pointing to it|flags identify the authors
</gallery>


* '''Meeting minutes:'''Collaborative editing is great for writing meeting minutes during a meeting or for documenting any other live sessions or meetings in real-time. If more participants contribute, it is less likely that important points are accidentally omitted from the minutes.
==Starting a session==
 
* '''Instant knowledge transfer:'''  When multiple users edit a page at the same time, it becomes very time-efficient and  to transfer knowledge from the heads of multiple people into the wiki. Participants can get new ideas and inspirations when they help each other with putting their thoughts on paper.
* '''Creating drafts:'''Drafting new topics together is helpful for avoiding writer's block and to gain momentum when thinking about the general outline or the main ideas of the topic.
* '''Write quick notes:'''Since the changes from an unsaved session are not directly visible in the wiki, making changes in Edit together mode are even useful for taking notes and only commiting them to the wiki once you find them useful  enough to share with others.
 
== Starting a session ==
To start a collaborative editing session, go to the page and select the option ''Edit together'' from the ''Edit''-menu.
To start a collaborative editing session, go to the page and select the option ''Edit together'' from the ''Edit''-menu.
[[File:CP edit together.png|alt=highlighted menu option "Edit together"|center|thumb|172x172px|Edit-menu]]
[[File:CP edit together.png|alt=highlighted menu option "Edit together"|center|thumb|172x172px|Edit-menu]]
A welcome message announces the start of the collaborative session. You can opt to ''not see this  message again'' (1), and then ''start'' the session (2) or ''cancel'' (3) if you want to switch to another edit mode.
A welcome message announces the start of the collaborative session. You can opt to ''not see this  message again'' (1), and then ''start'' the session (2) or ''cancel'' (3) if you want to switch to another edit mode.
[[File:CP welcome.png|alt=Welcome dialog with checkbox, start and cancel buttons.|center|thumb|350x350px|Starting a collaboration session]]
[[File:CP welcome.png|alt=Welcome dialog with checkbox, start and cancel buttons.|center|thumb|350x350px|Starting a collaboration session]]
The page now displays a banner that the page is being edited.  
The page now displays a banner that the page has an open editing session.
{{Textbox|boxtype=note|header=A note about new pages:|text=You can select "Edit together" mode when creating a new page. If you want to apply a page template instead of creating an empty page, select the page template and then save the new page. Afterwards, open the page in "Edit together" mode.|icon=yes}}
[[File:cp banner.png|alt=banner at the top of a page that announces that a collab session is open with a link to join.|center|thumb|600x600px|session banner]]
{{Textbox|boxtype=note|header=A note about new pages:|text=You can select "Edit together" mode when creating a new page. If you want to apply a page template instead of creating an empty page, select the page template in regular editing mode and then save the new page. Afterwards, open the page in "Edit together" mode.|icon=yes}}


Start editing the page as usually in the default visual editing mode.
==Joining the session==
Any  user who wants to join the open session can:


== Joining the session ==
*click the ''edit'' button (pencil symbol) or
Any  user who wants to join the open session can:
*select the edit option ''Edit together'' (this is the only available option once a session is running)


* click the ''edit'' button (pencil symbol) or
* select the edit option ''Edit together'' (this is the only available option once a session is running)




Line 43: Line 43:
The ''Participants'' menu option in the editor toolbar shows the number of users who have joined the session.  
The ''Participants'' menu option in the editor toolbar shows the number of users who have joined the session.  


Clicking on the button opens the list of  participants.  
Clicking on the button opens the list of  participants. The flag colors can be edited by clicking on any color. This can help to better distinguish each contributor.  


The flag colors can be edited by clicking on any color. This can help to better distinguish each contributor.
==Inviting participants==
[[File:CP participants.png|alt=Participant menu with two participants|center|thumb|250x250px|Current participants]]
To send an invitation link to the current session, click the ''Participants'' menu item and click ''Copy invite link''. This adds the session link to your clipboard and you can paste it into any other application, such as a chat application.[[File:CP participants.png|alt=Participant menu with "Copy invite" link|center|thumb|250x250px|Invite link]]


== Leaving the session without saving ==
==Leaving the session without saving==
Any user can leave the session at any time by clicking the ''Leave''  button in the editor toolbar.  
Any user can leave the session at any time by clicking the ''Leave''  button in the editor toolbar. Clicking the Leave-button is recommended, because it displays a notification on the page for the other users.  


The dialog field has two buttons:
The dialog box has two buttons:


* '''Leave:''' The user leaves the session. The user's contributions are kept as part of the page's current session edits.  Leaving the session does not create a new revision and ''does not end the session''. This means that the other participants can simply continue editing.
*'''Leave:''' <br />The user leaves the session. The user's contributions are kept as part of the page's current session edits.  Leaving the session does not create a new revision and ''does not end the session''. This means that the other participants can simply continue editing.
* '''Cancel:''' The user stays in the session.
*'''Cancel:''' <br />The user stays in the session.


[[File:CP leave session.png|alt='Leave session' button and dialog field with 3 buttons.|center|thumb|450x450px|Leaving the session]]
[[File:CP leave session.png|alt='Leave session' button and dialog field with 3 buttons.|center|thumb|450x450px|Leaving the session]]
== Saving the session ==
Any participating editor can save the page at any time.


To save changes (and therefore create a new page revision) without leaving the collaborative mode, a user can click the ''Save'' button. The changes of all participating users are saved in that revision.
===Discarding pending changes===
If the pending changes should not be saved, they can be discarded collectively:


The user who saves the page is shown in the version history as editor of that revision. All other participants who have been in the session since the last revision are shown as contributors. <!-- screenshot version history -->
Open the options menu in the editor toolbar and click Revert changes to the last saved version.
[[File:cp reset to last version.png|alt=options menu of the editor toolbar with option to reset to the last saved version|center|thumb|220x220px|discarding open changes]]


== Ending the session ==
==Saving a new page version==
To end a session, one of the participants clicks the ''Save'' button. This will save all changes and create a new page revision. All other participants will be notified that the session has ended.
To save changes (and thus create a new page revision) without leaving collaborative mode, you can click the Save Changes button. The changes of all participating users will be saved in this new revision.  


If a session is not officially ended, which is entirely possible, the session continues to run in the background if there are any unsaved changes to the page and no more participants who can save the page. This provides a way of protecting against loss of content.
After saving the page, the session stays open.


Any unsaved changes are not visible in view mode. Only when a user opens the page in edit mode, the last current status of the session is displayed. The unsaved changes can now be discarded or further edited and saved by the user.
===Version history===
All participants who were part of the session up to this point  are listed as editors in the version history. If a user leaves the session before any new changes are made, this user will not be shown in the version history of the next revision.
==Ending the session==
{{Textbox|boxtype=important|header=|text=The end of a session is triggered in two cases:
*the last user in the session clicks ''Save''.  
* the last user in the session leaves AND there are no unsaved pending changes


=== Unsaved changes ===
Otherwise, the session simply continues to run.|icon=yes}}
If the last user in the session leaves the page without saving any new changes, the collaborative edit session stays active in the background. The next time a user wants to edit the page, it can only be opened in ''Edit together'' mode. After the user saves the unsaved changes, the page can then be edited in any other edit mode. 


If the last user in the session leaves the page without saving and there are no unsaved changes, the collaborative session is closed.  
If a session is not officially ended, which is entirely possible, the session continues to run in the background, if there are any unsaved changes to the page and no more participants who can save the page. This provides a way of protecting against loss of content.


=== Reset changes ===
Any unsaved changes are not visible in view mode. Only when a user opens the page in edit mode, the last current status of the session is displayed. The unsaved changes can now be discarded or further edited and saved by the user.  
If participants decide to discard any unsaved changes, a user can click the button for reverting the page to the last saved version. The collaborative editing session continues, but all changes of all participants so far will be removed. The session stays open and users can continue to participate.
[[File:cp revert changes.png|alt=Highlighted button in the editor toolbar and dialog box for resetting any unsaved changes.|center|thumb|450x450px|Discarding changes]]


===Unsaved changes and unresolved sessions===
If the last user in the session leaves the page without saving the page, the collaborative edit session stays active in the background. The next time a user wants to edit the page, it can only be opened in ''Edit together'' mode. 


== Inviting participants ==
After the only user in the session saves the unsaved changes, the page can then be opened for editing in any other edit mode.
To send an invitation link to the current session, click the ''Participants'' menu item and click ''Copy invite link''. This adds the session link to your clipboard and you can paste it into any other application, such as a chat application.[[File:CP participants.png|alt=Participant menu with "Copy invite" link|center|thumb|250x250px|Invite link]]
==Session handling and page versioning==
 
== Session handling and page versioning ==
<drawio filename="CollabPads_session_handling">
<drawio filename="CollabPads_session_handling">


</drawio>
</drawio>


# The session gets started by the first one to enter it. Others join.
#The session gets started by the first one to enter it. Others join.
# After some collaborative editing, one random participant saves and stays in the session. In the background a new revision entry is created and '''all participants are recorded as editors'''.
#After some collaborative editing, one random participant saves and leaves the session. In the background a new revision entry is created and '''all participants are recorded as editors'''.
# After saving, the "save" button got '''disabled for all participants'''. It only gets reactivated as some more editing happens (regardless if editing by one or all participants). Saving again will create a new revision and again '''record all participants as editors'''.
#After saving, the "save" button got '''disabled for all participants'''. It only gets reactivated as some more editing happens (regardless if editing by one or all participants). Saving again will create a new revision and again '''record all participants as editors'''.
# One participant '''leaves the session before the next editing happens'''.
#One participant '''leaves the session before the next editing happens'''.
# Again a new revision is being created. This time only participants that have been in the session when the last editing started (after recent save) will be recorded as editors
#Again a new revision is being created. This time only participants that have been in the session when the last editing started (after recent save) will be recorded as editors
# With the last participant leaving the session '''without any additional changes since the last edit''', the session ends. If there were changes, the session would just stay open for users to join again.
#With the last participant leaving the session '''without any additional changes since the last edit''', the session ends. If there were changes, the session would just stay open for users to join again.
 
{{translation}}

Latest revision as of 15:31, 29 July 2024

CollabPads is available from BlueSpice 4.5.


Multiple users can edit a wiki page simultaneously. All changes are visible to all editors in real-time. This is useful to prevent edit conflicts on a page, for co-authoring instant documents such as meeting minutes, or for drafting or brainstorming sessions, to only name a few use cases.

Why edit together?

  • Meeting minutes:
    Collaborative editing is great for writing meeting minutes during a meeting or for documenting any other live sessions or meetings in real-time. If more participants contribute, it is less likely that important points are accidentally omitted from the minutes.
  • Instant knowledge transfer:
    When multiple users edit a page at the same time, it becomes very time-efficient and to transfer knowledge from the heads of multiple people into the wiki. Participants can get new ideas and inspirations when they help each other with putting their thoughts on paper.
  • Creating drafts:
    Drafting new topics together is helpful for avoiding writer's block and to gain momentum when thinking about the general outline or the main ideas of the topic.
  • Write quick notes:
    Since the changes from an unsaved session are not directly visible in the wiki, making changes in Edit together mode are even useful for taking notes and only commiting them to the wiki once you find them useful enough to share with others.


Starting a session

To start a collaborative editing session, go to the page and select the option Edit together from the Edit-menu.

highlighted menu option "Edit together"
Edit-menu

A welcome message announces the start of the collaborative session. You can opt to not see this message again (1), and then start the session (2) or cancel (3) if you want to switch to another edit mode.

Welcome dialog with checkbox, start and cancel buttons.
Starting a collaboration session

The page now displays a banner that the page has an open editing session.

banner at the top of a page that announces that a collab session is open with a link to join.
session banner
A note about new pages:You can select "Edit together" mode when creating a new page. If you want to apply a page template instead of creating an empty page, select the page template in regular editing mode and then save the new page. Afterwards, open the page in "Edit together" mode.


Joining the session

Any user who wants to join the open session can:

  • click the edit button (pencil symbol) or
  • select the edit option Edit together (this is the only available option once a session is running)


An alert message with the username appears whenever a new user joins.

alert message for newly joined user in a meeting minutes edit session
New user joins

Any edit that another contributor makes is marked by a colored flag in real-time. Hovering over the flag shows the username.

Green flag next to an edit with an arrow pointing to it
Contributor flag

The Participants menu option in the editor toolbar shows the number of users who have joined the session.

Clicking on the button opens the list of participants. The flag colors can be edited by clicking on any color. This can help to better distinguish each contributor.

Inviting participants

To send an invitation link to the current session, click the Participants menu item and click Copy invite link. This adds the session link to your clipboard and you can paste it into any other application, such as a chat application.

Participant menu with "Copy invite" link
Invite link

Leaving the session without saving

Any user can leave the session at any time by clicking the Leave button in the editor toolbar. Clicking the Leave-button is recommended, because it displays a notification on the page for the other users.

The dialog box has two buttons:

  • Leave:
    The user leaves the session. The user's contributions are kept as part of the page's current session edits. Leaving the session does not create a new revision and does not end the session. This means that the other participants can simply continue editing.
  • Cancel:
    The user stays in the session.
'Leave session' button and dialog field with 3 buttons.
Leaving the session

Discarding pending changes

If the pending changes should not be saved, they can be discarded collectively:

Open the options menu in the editor toolbar and click Revert changes to the last saved version.

options menu of the editor toolbar with option to reset to the last saved version
discarding open changes

Saving a new page version

To save changes (and thus create a new page revision) without leaving collaborative mode, you can click the Save Changes button. The changes of all participating users will be saved in this new revision.

After saving the page, the session stays open.

Version history

All participants who were part of the session up to this point are listed as editors in the version history. If a user leaves the session before any new changes are made, this user will not be shown in the version history of the next revision.

Ending the session

The end of a session is triggered in two cases:
  • the last user in the session clicks Save.
  • the last user in the session leaves AND there are no unsaved pending changes

Otherwise, the session simply continues to run.


If a session is not officially ended, which is entirely possible, the session continues to run in the background, if there are any unsaved changes to the page and no more participants who can save the page. This provides a way of protecting against loss of content.

Any unsaved changes are not visible in view mode. Only when a user opens the page in edit mode, the last current status of the session is displayed. The unsaved changes can now be discarded or further edited and saved by the user.

Unsaved changes and unresolved sessions

If the last user in the session leaves the page without saving the page, the collaborative edit session stays active in the background. The next time a user wants to edit the page, it can only be opened in Edit together mode.

After the only user in the session saves the unsaved changes, the page can then be opened for editing in any other edit mode.

Session handling and page versioning

CollabPads_session_handling
  1. The session gets started by the first one to enter it. Others join.
  2. After some collaborative editing, one random participant saves and leaves the session. In the background a new revision entry is created and all participants are recorded as editors.
  3. After saving, the "save" button got disabled for all participants. It only gets reactivated as some more editing happens (regardless if editing by one or all participants). Saving again will create a new revision and again record all participants as editors.
  4. One participant leaves the session before the next editing happens.
  5. Again a new revision is being created. This time only participants that have been in the session when the last editing started (after recent save) will be recorded as editors
  6. With the last participant leaving the session without any additional changes since the last edit, the session ends. If there were changes, the session would just stay open for users to join again.



To submit feedback about this documentation, visit our community forum.