Explanation

Status and publishing

Every entry has a status: draft, published, or unpublished. Status, together with an optional publishing window of start and end dates, decides whether the entry counts as published, and that is what a connected website shows. Your team sees every entry whatever its status.

Every entry has a status: draft, published, or unpublished. Status, together with an optional publishing window of start and end dates, decides whether the entry counts as published, and that is what a connected website shows. Your team sees every entry whatever its status.

Requirements

None to read. To change an entry's status: a role that can edit entries in the collection.

The three states

Status (elsewhere: publication state) is one of the built-in fields every collection has, and it is required.

  • Draft: being prepared. A draft can be saved with required fields still empty.
  • Published: ready for the public. Every required field must be filled in.
  • Unpublished: deliberately taken off the public side, such as a listing that has sold or a service you have paused.

New entries start as drafts in collections you create. The collections that come with a new business, such as contacts and deals, start new entries as published.

The publishing window

Three more built-in fields shape when a published entry is live:

  • Published Start Date: the moment it goes live. Set it in the future and the entry is scheduled: published, but not yet shown.
  • Published End Date: the moment it stops counting as published, such as the end of a seasonal offer.
  • Published Timezone: the timezone the two dates are read in.

A brokerage can prepare an open-house listing on Monday, publish it with a start date of Friday at 9:00, and let it end on Sunday evening, with nothing left to do by hand on either day.

Who sees what

  • Your team and agents see entries in every state, within their roles.
  • A connected website sees only published entries inside their window, and only from collections it has been granted. See How collections power a site.

Status is about publishing, not about where work stands. For a process such as qualifying a lead or closing a deal, use stages; see Stages vs option field vs status.

Notes and limitations

  • Filters treat scheduled entries separately: a filter for drafts does not include published entries waiting for their start date.
  • An automation can run when an entry's status changes, for example to notify the team when a listing is published. See Automation triggers.
  • If a published entry does not appear on your site, see My entry does not appear on the site.

For the whole model, see Understanding the Sonta data model.

Frequently asked questions

How do I schedule an entry to go live later?
Publish it with a start date in the future. It is published but not shown until then.
What is the difference between draft and unpublished?
Draft is not ready yet. Unpublished is deliberately taken off the public side, such as a sold listing.
Can my team see draft entries?
No. Your team and agents see entries in every state, within their roles. Status only controls the public side.