Revising a published Favorites List

Favorites Lists can be revised after publication, for example, to add or remove records, or to change the list details. When modifications are complete, the revised list must be re-published.

When you start the revision process (Publish > Revise), a personal copy of the list is automatically created for you to edit. Only the person making the revisions can see this 'under revision' copy of the list. Everybody else continues to see the published version of the list, and can carry on working with it as normal while you revise the personal copy.

You can change the name, description, and notes, and add or remove records, in MI Favorites. You can also use MI Explore to find and add records.

When revisions are complete, the list must be re-published. As for a first-time publication, this is a two-part process: you submit a publication request, and a List Publisher reviews the request. When approved, the revised version of the list is automatically published, overwriting the original version.

  1. Select the list, then right-click and choose Publish > Revise.

    A personal copy of the List is created with (under revision) appended to the name, and an 'Under revision' flag in the status area.

  2. Make the required changes to the new, (under revision) version of the list. You can add some notes about the changes in the List Details.
  3. Submit a publication request, by selecting a list, right-clicking and choosing Publish > Request Publication.

    A 'Pending approval' flag is displayed in the list status area.

    Tip: To cancel a publication request while the list is pending approval, right-click and choose Publish > Cancel Publication Request.
    The List Publisher in your organization will review your publication request, and approve or reject it. You will not automatically receive any notifications when this happens.
  4. If you have List Publisher privileges, you can approve or reject lists that are pending approval:
    1. Review the list content, and add any notes as required.
    2. Right-click and choose Publish > Approve and Publish List or Publish > Reject Publication Request.
    The list's status is updated:
    • If the request is approved, the list is published.
    • If the request is rejected, the 'Pending approval' flag is removed and the list remains a personal list.
    Note: The person who submitted the publication request will not receive any automatic notification about the approval or rejection of their request.
  5. Select the list, then right-click and choose Publish > Request Publication.

    The 'Under revision' flag changes to a 'Pending approval' flag.

  6. The List Publisher in your organization will review your publication request, and approve or deny it. You will not automatically receive any notifications when this happens.

    If your request is denied, the (under revision) version remains unpublished, and you can continue to revise it.

    If your request is approved, the revised list is published, overwriting the original version.