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DocsFlows & automation

Progress and results

See work progress, missing information and produced results.

Read progress

Flow progress presents steps, waits and results. It answers three questions: where are we, what needs intervention, and what was produced? A loading animation alone cannot explain durable work.

Information Expected value Purpose
Work status Effective execution situation Understand progress
Current step Active work or wait Locate activity
Conditions Passed and missing criteria Understand blockers
Result Surface or deliverable link Inspect produced content
Decisions Recorded interventions Understand approvals

Example

North Studio’s work shows drafting complete and review awaiting the manager. The quote is accessible as an intermediate result. After approval and finalization, the retained result links to the client and the work that produced it.

Choose a proposal

When work presents several alternatives, explicitly choose a proposal from its list or table. Retain records your decision without changing the reference; Apply opens the declared form to review changes before confirmation. Sources and controls remain those of the program that produced the work, even if the application has evolved. Replacing the current choice preserves other proposals and earlier decisions. A lost confirmation response can be retried without creating a second decision.

Resume in context

From home, Resume opens the work and its context. Users find results, sources and next actions. Targeted corrections identify affected steps rather than automatically restarting the entire process.

Error handling covers technical failures; lifecycles describe the quote’s business state.

Answer a Worker question

In Action required, choose an application shown in your Portfolio, load its authorized Execution Spaces, then choose the one whose questions you want to read. The Task may belong to another Space; its access rules are also checked. Open the question and provide the requested text or option. Review your answer before confirming: it resumes the same execution without completing the task or approving its result. A partial list does not mean there are no other questions. If the acknowledgement is not received, resume the same retained answer instead of creating another one; do not repeat work that has already been confirmed.

Applied examples : Retain and inspect the result

The result retains a canonical reference and the exported document respects its read budget.

Configuration

Fragment placed in flowBlueprints[].composition.outputs. Properties and accepted values.

[
  {
    "key": "proposal",
    "type": "result-reference",
    "provenance": "canonical",
    "minimum": 1,
    "maximum": 1,
    "source": {
      "kind": "step-output",
      "stepKey": "prepare",
      "outputKey": "proposal"
    },
    "reduction": "first"
  }
]

Variation and connection

Fragment placed in documentProfiles[]. Properties and accepted values.

{
  "contract": "DocumentProfile@3",
  "key": "client-quotes-export",
  "source": {
    "kind": "record-query",
    "recordProfileKey": "client",
    "queryBindingKey": "client-quotes",
    "viewKey": "quotes-table"
  },
  "exportFormats": [
    "markdown"
  ],
  "budget": {
    "maximumRows": 100,
    "maximumPages": 4,
    "maximumOutputBytes": 1000000
  }
}

UI layout example

The illustrative layout below places this configuration in the Clients/Quotes app. Insert each fragment at the stated location, with Field, Query and Action references matching the Model declarations.

  1. Quote S-1042
  2. Subject and need
  3. Proposal
  4. Retained references
ILLUSTRATIVE LAYOUTClients / Quotes app
SurfaceClients / North StudioExample
Progress and resultsRetain and inspect the result
Clients
North Studio · S-1042Service proposal

Support the client’s new project with a clear, documented proposal.

Proposed amount12 500
↗ Retained pricing and procedure
Search for a concept, field or action.Esc