From a97ea5fb225f894969bcd5f1f40e922b72df34c8 Mon Sep 17 00:00:00 2001 From: panchicore Date: Fri, 24 Jul 2026 12:40:05 -0500 Subject: [PATCH] [SC-16959] Document execution taken path and Step Detail panels The Workflow tab bullet in both shared includes still described the execution canvas as only highlighting the current step. Document the taken-path overlay (green path, dimmed non-taken branches) and the Step Detail panel: run pager for loops, approval decisions with votes, and user action submissions. Co-Authored-By: Claude Fable 5 --- .../workflows/_review-active-workflows.qmd | 25 +++++++++++++++---- .../workflows/_view-workflow-executions.qmd | 11 ++++++-- 2 files changed, 29 insertions(+), 7 deletions(-) diff --git a/site/guide/workflows/_review-active-workflows.qmd b/site/guide/workflows/_review-active-workflows.qmd index f422e8c600..5e527e07fc 100644 --- a/site/guide/workflows/_review-active-workflows.qmd +++ b/site/guide/workflows/_review-active-workflows.qmd @@ -24,7 +24,10 @@ To review details for workflows currently active: - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions.[^notes] - **Artifacts** — Artifacts for that record created within the duration of that workflow's runtime. - - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted on this view. + - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. + - Click on any visited step to open its **Step Detail** panel, showing when that step ran. If a step ran more than once in a loop, use the run pager (**Run 1 of 2**) to page through each pass. + - For approval steps, the panel shows the decision — **Approved**, **Rejected**, or **Pending** — with a vote count (e.g. **2 of 3**) and each participant's vote, notes, and vote time. Participants who haven't voted yet appear dimmed below the voters. + - For user action steps, the panel shows the values submitted and who submitted them. #### On artifacts @@ -36,7 +39,10 @@ To review details for workflows currently active: - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. - **Activity** — History of updates to the workflow on that artifact, including notes submitted during transitions.[^notes] - - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted on this view. + - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. + - Click on any visited step to open its **Step Detail** panel, showing when that step ran. If a step ran more than once in a loop, use the run pager (**Run 1 of 2**) to page through each pass. + - For approval steps, the panel shows the decision — **Approved**, **Rejected**, or **Pending** — with a vote count (e.g. **2 of 3**) and each participant's vote, notes, and vote time. Participants who haven't voted yet appear dimmed below the voters. + - For user action steps, the panel shows the values submitted and who submitted them. ::: @@ -70,7 +76,10 @@ To review details for workflows currently active on records: - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions. - **Artifacts** — Artifacts for that record created within the duration of that workflow's runtime. - - **Workflow** — Overview of the entire workflow. The current workflow step is highlighted on this view. + - **Workflow** — Overview of the entire workflow. The current workflow step is highlighted, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. + - Click on any visited step to open its **Step Detail** panel, showing when that step ran. If a step ran more than once in a loop, use the run pager (**Run 1 of 2**) to page through each pass. + - For approval steps, the panel shows the decision — **Approved**, **Rejected**, or **Pending** — with a vote count (e.g. **2 of 3**) and each participant's vote, notes, and vote time. Participants who haven't voted yet appear dimmed below the voters. + - For user action steps, the panel shows the values submitted and who submitted them. :::: @@ -93,7 +102,10 @@ To review details for workflows currently active: - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions. - **Artifacts** — Artifacts for that record created within the duration of that workflow's runtime. - - **Workflow** — Overview of the entire workflow. The current workflow step is highlighted on this view. + - **Workflow** — Overview of the entire workflow. The current workflow step is highlighted, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. + - Click on any visited step to open its **Step Detail** panel, showing when that step ran. If a step ran more than once in a loop, use the run pager (**Run 1 of 2**) to page through each pass. + - For approval steps, the panel shows the decision — **Approved**, **Rejected**, or **Pending** — with a vote count (e.g. **2 of 3**) and each participant's vote, notes, and vote time. Participants who haven't voted yet appear dimmed below the voters. + - For user action steps, the panel shows the values submitted and who submitted them. #### On artifacts @@ -105,7 +117,10 @@ To review details for workflows currently active: - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. - **Activity** — History of updates to the workflow on that artifact, including notes submitted during transitions. - - **Workflow** — Overview of the entire workflow. The current workflow step is highlighted on this view. + - **Workflow** — Overview of the entire workflow. The current workflow step is highlighted, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. + - Click on any visited step to open its **Step Detail** panel, showing when that step ran. If a step ran more than once in a loop, use the run pager (**Run 1 of 2**) to page through each pass. + - For approval steps, the panel shows the decision — **Approved**, **Rejected**, or **Pending** — with a vote count (e.g. **2 of 3**) and each participant's vote, notes, and vote time. Participants who haven't voted yet appear dimmed below the voters. + - For user action steps, the panel shows the values submitted and who submitted them. :::: diff --git a/site/guide/workflows/_view-workflow-executions.qmd b/site/guide/workflows/_view-workflow-executions.qmd index 5427293dac..b7c438048f 100644 --- a/site/guide/workflows/_view-workflow-executions.qmd +++ b/site/guide/workflows/_view-workflow-executions.qmd @@ -35,7 +35,10 @@ Monitor every workflow execution across your organization on a single timeline:^ - **Details** — Name and description (if present) of the workflow, the workflow's status and progress (if applicable), when it was created, and when it was started. - **Activity** — History of updates to the workflow on that record, including notes submitted during transitions.[^activity-notes] - **Artifacts** [record workflows only]{.smallercaps .pink} — Artifacts for that record created within the duration of that workflow's runtime. - - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted on this view. + - **Workflow**^[Hover over a workflow step to view an animation of the steps connecting to and from that step.] — Overview of the entire workflow. The current workflow step is highlighted, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. + - Click on any visited step to open its **Step Detail** panel, showing when that step ran. If a step ran more than once in a loop, use the run pager (**Run 1 of 2**) to page through each pass. + - For approval steps, the panel shows the decision — **Approved**, **Rejected**, or **Pending** — with a vote count (e.g. **2 of 3**) and each participant's vote, notes, and vote time. Participants who haven't voted yet appear dimmed below the voters. + - For user action steps, the panel shows the values submitted and who submitted them. [^timeline-shortcuts-all]: @@ -140,7 +143,11 @@ History of updates to the workflow on that record, including notes submitted dur #### Workflow -Overview of the entire workflow. The current workflow step is highlighted on this view. +Overview of the entire workflow. The current workflow step is highlighted, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. + +- Click on any visited step to open its **Step Detail** panel, showing when that step ran. If a step ran more than once in a loop, use the run pager (**Run 1 of 2**) to page through each pass. +- For approval steps, the panel shows the decision — **Approved**, **Rejected**, or **Pending** — with a vote count (e.g. **2 of 3**) and each participant's vote, notes, and vote time. Participants who haven't voted yet appear dimmed below the voters. +- For user action steps, the panel shows the values submitted and who submitted them. :::