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Add three workflows authoring guidance pages: anatomy, settings, choose-the-right-step#6669

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Add three workflows authoring guidance pages: anatomy, settings, choose-the-right-step#6669
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workflows-authoring-guidance

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@benironside benironside commented May 22, 2026

Closes #6670.

Summary

Three new authoring-guidance pages under explore-analyze/workflows/authoring-techniques/, adapted from PM internal source material:

  • anatomy.md (preview) — every top-level workflow field, what it does, and the execution lifecycle states. Field table schema-verified against kbn-workflows/spec/schema.ts (11 fields confirmed).
  • settings.md (preview)— workflow-wide settings reference covering timeout, timezone, concurrency, max-step-size, and global on-failure.
  • choose-the-right-step.md (preview) — decision aid organized by intent ("I want to query Elasticsearch" → step).

Incidental updates: TOC entries plus targeted cross-links from workflows.md, authoring-techniques.md, compose-workflows.md, pass-data-handle-errors.md, scheduled-triggers.md, cheat-sheet.md, and step-types.md into the new pages where existing prose was already gesturing at the same information.

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes
  • No

Tool(s) and model(s) used: Claude Opus 4.7 via Cursor.

…ht-step

Three new reference pages under authoring-techniques, adapted from PM
internal source material at elastic/workflows-internal-docs:

- anatomy.md: every top-level workflow field, what it does, and the
  execution lifecycle states. Schema verified against
  kbn-workflows/spec/schema.ts (11 top-level fields confirmed).
- settings.md: workflow-wide settings reference covering timeout,
  timezone, concurrency, max-step-size, and global on-failure.
- choose-the-right-step.md: decision aid keyed by intent. No mermaid
  flowchart (the PM source had one; redundant with the intent tables).

Companion updates:

- toc.yml: three new entries under Authoring techniques.
- workflows.md, authoring-techniques.md: bullet-list signposts to the
  new pages.
- compose-workflows.md, pass-data-handle-errors.md, scheduled-triggers.md,
  cheat-sheet.md, reference/step-types.md: targeted cross-links into the
  new pages where existing prose was already gesturing at the same info.

Style: per-page anchors on every section, no version references in
prose (applies_to handles versioning), REFER TO not "see", em-dashes
used sparingly, concrete legal values enumerated in tables, no mermaid.

References docs-content-internal#1158. The issue stays open for the two
remaining pages tracked there (debugging-and-testing and
designing-for-reuse), which need fresh authoring or are blocked on
composition GA.

Co-authored-by: Cursor <cursoragent@cursor.com>
@benironside benironside self-assigned this May 22, 2026
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github-actions Bot commented May 22, 2026

Vale Linting Results

Summary: 2 warnings, 14 suggestions found

⚠️ Warnings (2)
File Line Rule Message
explore-analyze/workflows/authoring-techniques/anatomy.md 250 Elastic.Spelling 'inis' is a possible misspelling.
explore-analyze/workflows/authoring-techniques/choose-the-right-step.md 34 Elastic.DirectionalLanguage Don't use directional language. Use 'in the preceding section' instead of 'listed above'.
💡 Suggestions (14)
File Line Rule Message
explore-analyze/workflows/authoring-techniques/anatomy.md 18 Elastic.Wordiness Consider using 'all' instead of 'all of '.
explore-analyze/workflows/authoring-techniques/anatomy.md 73 Elastic.WordChoice Consider using 'run, start' instead of 'execute', unless the term is in the UI.
explore-analyze/workflows/authoring-techniques/anatomy.md 95 Elastic.WordChoice Consider using 'cancel, stop' instead of 'kill', unless the term is in the UI.
explore-analyze/workflows/authoring-techniques/anatomy.md 97 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
explore-analyze/workflows/authoring-techniques/anatomy.md 158 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/workflows/authoring-techniques/choose-the-right-step.md 18 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/workflows/authoring-techniques/choose-the-right-step.md 115 Elastic.WordChoice Consider using 'stop, exit' instead of 'terminate', unless the term is in the UI.
explore-analyze/workflows/authoring-techniques/settings.md 28 Elastic.Wordiness Consider using 'per' instead of 'as per'.
explore-analyze/workflows/authoring-techniques/settings.md 54 Elastic.WordChoice Consider using 'can, might' instead of 'may', unless the term is in the UI.
explore-analyze/workflows/authoring-techniques/settings.md 73 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/workflows/authoring-techniques/settings.md 98 Elastic.HeadingColons Capitalize ': p'.
explore-analyze/workflows/authoring-techniques/settings.md 110 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/workflows/authoring-techniques/settings.md 116 Elastic.HeadingColons Capitalize ': c'.
explore-analyze/workflows/triggers/scheduled-triggers.md 95 Elastic.Semicolons Use semicolons judiciously.

The Vale linter checks documentation changes against the Elastic Docs style guide.

To use Vale locally or report issues, refer to Elastic style guide for Vale.

- Convert tags: [observability, slo] in the complete-shape example to
  block-style (multi-line) array so the array syntax matches triggers,
  inputs, outputs, and steps elsewhere in the same snippet.
- Split the bundled 'Identity fields' section so name, description,
  tags, and version each get their own H2, matching the per-field
  treatment that enabled, triggers, inputs, consts, outputs, settings,
  and steps already had.
- Reorder sections to match the field-reference table.
- Add small concrete details to each new section (uniqueness +
  API-identifier note for name; UI placement for description;
  yaml example + convention notes for tags; quoting note for version).

Co-authored-by: Cursor <cursoragent@cursor.com>
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Workflows authoring guidance: anatomy, settings, and choose-the-right-step pages

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