Automation trigger for document publishing

What is the challenge?

• Currently, document automation rules do not include a trigger for publishing.

• Teams often use document workflows to manage revisions, approvals, and publication, but they cannot automate actions that should happen at the moment a document is published.

• This gap makes it difficult to support broader documentation workflows that rely on publication as the event that finalizes related metadata, links, or historical tracking.

What is the impact?

• Any downstream actions tied to publishing must be completed manually.

• Teams cannot consistently automate end-of-workflow updates when a document reaches its final published state.

• This increases manual effort, reduces reliability, and makes it harder to maintain accurate document relationships and history over time.

Describe your idea.

• Add an automation rule trigger for when a document is published.

• Allow teams to use that trigger to automate common publication-time workflows, such as updating fields, moving or copying values between fields, or preserving record relationships and history.

• This would support a range of document management workflows where publication acts as the point when related records, metadata, and historical context should be finalized automatically.