From c6c5ac19970dfbb65149612b626ec8ed0eea0ca9 Mon Sep 17 00:00:00 2001 From: Kam Lall Date: Mon, 24 Aug 2026 15:21:52 -0500 Subject: [PATCH 1/3] Add workflow capacity docs --- site/guide/_sidebar.yaml | 1 + site/guide/workflows/_initiate-workflows.qmd | 6 ++ .../workflows/_review-active-workflows.qmd | 12 +-- .../workflows/_view-workflow-executions.qmd | 20 +++-- .../workflows/assign-workflow-executions.qmd | 78 +++++++++++++++++++ .../workflows/working-with-workflows.qmd | 1 + 6 files changed, 108 insertions(+), 10 deletions(-) create mode 100644 site/guide/workflows/assign-workflow-executions.qmd diff --git a/site/guide/_sidebar.yaml b/site/guide/_sidebar.yaml index f4117d20dc..fa271b7bb7 100644 --- a/site/guide/_sidebar.yaml +++ b/site/guide/_sidebar.yaml @@ -81,6 +81,7 @@ website: - guide/workflows/manage-workflows.qmd - guide/workflows/transition-workflows.qmd - guide/workflows/manage-workflow-tasks.qmd + - guide/workflows/assign-workflow-executions.qmd - text: "---" - section: "Inventory" contents: diff --git a/site/guide/workflows/_initiate-workflows.qmd b/site/guide/workflows/_initiate-workflows.qmd index 362d9e4d11..5851e90118 100644 --- a/site/guide/workflows/_initiate-workflows.qmd +++ b/site/guide/workflows/_initiate-workflows.qmd @@ -25,6 +25,7 @@ To initiate workflows manually:[^initiate-workflows] - **Run Now** — Workflow starts instantly. - **Scheduled Run** — Set a future date to run the workflow. + - Optionally, under **Stakeholder**, select who this run is assigned to.[^workflow-assignee] 1. Click **{{< fa arrow-right >}} Run Workflow Now** to confirm. @@ -38,6 +39,7 @@ To initiate workflows manually:[^initiate-workflows] - **Run Now** — Workflow starts instantly. - **Scheduled Run** — Set a future date to run the workflow. + - Optionally, under **Stakeholder**, select who this run is assigned to.[^workflow-assignee] 1. Click **{{< fa arrow-right >}} Run Workflow Now** to confirm. @@ -51,6 +53,8 @@ To initiate workflows manually:[^initiate-workflows] Refer to [Configure workflows](/guide/workflows/configure-workflows.qmd) for more details. ::: +[^workflow-assignee]: [Assign workflow executions](/guide/workflows/assign-workflow-executions.qmd) + :::: @@ -74,6 +78,7 @@ To initiate workflows manually: - **Run Now** — Workflow starts instantly. - **Scheduled Run** — Set a future date to run the workflow. + - Optionally, under **Stakeholder**, select who this run is assigned to ([more on assigning workflow executions](/guide/workflows/assign-workflow-executions.qmd){target="_blank"}). 1. Click **{{< fa arrow-right >}} Run Workflow Now** to confirm. @@ -87,6 +92,7 @@ To initiate workflows manually: - **Run Now** — Workflow starts instantly. - **Scheduled Run** — Set a future date to run the workflow. + - Optionally, under **Stakeholder**, select who this run is assigned to ([more on assigning workflow executions](/guide/workflows/assign-workflow-executions.qmd){target="_blank"}). 1. Click **{{< fa arrow-right >}} Run Workflow Now** to confirm. diff --git a/site/guide/workflows/_review-active-workflows.qmd b/site/guide/workflows/_review-active-workflows.qmd index 5e527e07fc..23622e6eff 100644 --- a/site/guide/workflows/_review-active-workflows.qmd +++ b/site/guide/workflows/_review-active-workflows.qmd @@ -21,7 +21,7 @@ To review details for workflows currently active: 1. Click on the tab you would like to review: - - **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. + - **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. On scheduled, active, or waiting workflows, edit the **Start Date** and **Workflow Assignee** in place.[^workflow-assignee-active] - **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, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. @@ -37,7 +37,7 @@ To review details for workflows currently active: 1. Click on the tab you would like to review: - - **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. + - **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. On scheduled, active, or waiting workflows, edit the **Start Date** and **Workflow Assignee** in place.[^workflow-assignee-active] - **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, 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. @@ -57,6 +57,8 @@ To review details for workflows currently active:

[Transition workflows](/guide/workflows/transition-workflows.qmd) +[^workflow-assignee-active]: [Assign workflow executions](/guide/workflows/assign-workflow-executions.qmd) + :::: @@ -73,7 +75,7 @@ To review details for workflows currently active on records: 1. Click on the tab you would like to review: - - **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. + - **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. On scheduled, active, or waiting workflows, edit the **Start Date** and [**Workflow Assignee**](/guide/workflows/assign-workflow-executions.qmd){target="_blank"} in place. - **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, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. @@ -99,7 +101,7 @@ To review details for workflows currently active: 1. Click on the tab you would like to review: - - **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. + - **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. On scheduled, active, or waiting workflows, edit the **Start Date** and [**Workflow Assignee**](/guide/workflows/assign-workflow-executions.qmd){target="_blank"} in place. - **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, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. @@ -115,7 +117,7 @@ To review details for workflows currently active: 1. Click on the tab you would like to review: - - **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. + - **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. On scheduled, active, or waiting workflows, edit the **Start Date** and [**Workflow Assignee**](/guide/workflows/assign-workflow-executions.qmd){target="_blank"} in place. - **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, 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. diff --git a/site/guide/workflows/_view-workflow-executions.qmd b/site/guide/workflows/_view-workflow-executions.qmd index b7c438048f..a8ac376812 100644 --- a/site/guide/workflows/_view-workflow-executions.qmd +++ b/site/guide/workflows/_view-workflow-executions.qmd @@ -9,8 +9,9 @@ Monitor every workflow execution across your organization on a single timeline:^ 2. Under the **Inventory Record Type** drop-down, select the type of record you want to view all workflow executions for:^[[Manage inventory record types](/guide/inventory/manage-inventory-record-types.qmd)] - - In the left column, workflows are grouped by inventory record. + - In the left column, workflows are grouped by inventory record. Click **View by Workflow Assignee** to group them by who they're assigned to instead, with an **Unassigned** group for runs with no assignee.[^workflow-assignee-view] - Workflows past their **Expected End Date** are color-coded in [red]{.red}.^[[Manage workflows](/guide/workflows/manage-workflows.qmd#edit-workflow-end-dates)] + - Hover over any execution to see its details, including its assigned stakeholder if one is set. - Use the buttons or keyboard shortcuts[^timeline-shortcuts-all] to control the timeline: - **{{< fa magnifying-glass-plus >}}** — Zoom in - **{{< fa magnifying-glass-minus >}}** — Zoom out @@ -19,6 +20,7 @@ Monitor every workflow execution across your organization on a single timeline:^ - **{{< fa arrow-right >}}** — Move later to the right - **{{< fa magnifying-glass >}} Search** — Search for records using keywords in the record name. - **{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows.[^filter-criteria] + - **Export** — Download a CSV of the current search and filters, including each execution's assigned stakeholder.[^workflow-assignee-view]
@@ -32,7 +34,7 @@ Monitor every workflow execution across your organization on a single timeline:^ 3. Click on any listed workflow to review the details of that specific workflow: - - **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. + - **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. On scheduled, active, or waiting workflows, edit the **Start Date** and **Workflow Assignee** in place.[^workflow-assignee-view] - **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, the path the execution has taken is shown in [green]{.green}, and branches the execution did not take are dimmed. @@ -62,6 +64,7 @@ Monitor every workflow execution across your organization on a single timeline:^ - Finished - Active - Scheduled + - By **Workflow Assignee**, including **Unassigned** runs.[^workflow-assignee-view] [^activity-notes]: @@ -69,6 +72,8 @@ Monitor every workflow execution across your organization on a single timeline:^

[Transition workflows](/guide/workflows/transition-workflows.qmd) +[^workflow-assignee-view]: [Assign workflow executions](/guide/workflows/assign-workflow-executions.qmd) + :::: @@ -79,8 +84,9 @@ Monitor every workflow execution across your organization on a single timeline: 2. Under the **Inventory Record Type** drop-down, select the type of record you want to view all workflow executions for: - - In the left column, workflows are grouped by inventory record. + - In the left column, workflows are grouped by inventory record. Click **View by Workflow Assignee** to group them by who they're assigned to instead, with an **Unassigned** group for runs with no assignee. - Workflows past their **Expected End Date** are color-coded in [red]{.red}. + - Hover over any execution to see its details, including its assigned stakeholder if one is set. ::: {.panel-tabset} @@ -121,7 +127,11 @@ Use the buttons or keyboard shortcuts to control the timeline: #### Filter the timeline -**{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows. +**{{< fa filter >}} Filter** — Filter the view to display only runs from specific types and statuses of workflows, including by [Workflow Assignee](/guide/workflows/assign-workflow-executions.qmd){target="_blank"}, with an **Unassigned** option. + +#### Export the timeline + +**Export** — Download a CSV of the current search and filters, including each execution's assigned stakeholder. ::: @@ -131,7 +141,7 @@ Use the buttons or keyboard shortcuts to control the 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. +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. On scheduled, active, or waiting workflows, edit the **Start Date** and [**Workflow Assignee**](/guide/workflows/assign-workflow-executions.qmd){target="_blank"} in place. #### Activity diff --git a/site/guide/workflows/assign-workflow-executions.qmd b/site/guide/workflows/assign-workflow-executions.qmd new file mode 100644 index 0000000000..b8912ae08e --- /dev/null +++ b/site/guide/workflows/assign-workflow-executions.qmd @@ -0,0 +1,78 @@ +--- +# Copyright © 2023-2026 ValidMind Inc. All rights reserved. +# Refer to the LICENSE file in the root of this repository for details. +# SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial +title: "Assign workflow executions" +date: last-modified +--- + +Assign a stakeholder to an individual workflow run to track who's responsible for it, then view, filter, and export workflows across your organization by that assignment. + +::: {.attn} + +## Prerequisites + +- [x] {{< var link.login >}} +- [x] Workflows have already been set up for use with your records or artifacts.[^1] +- [x] The record or artifact you're assigning against has at least one stakeholder.[^2] +- [x] You are assigned a role with sufficient permissions to run and manage workflows on records or artifacts.[^3] + +::: + +## Assign or change a workflow assignee + +### When starting or rescheduling a workflow + +While [initiating a workflow](manage-workflows.qmd#initiate-workflows),[^4] the **Run Workflow** dialog includes a **Stakeholder** field, populated from the target record or artifact's existing stakeholders.[^2] Leave it as **Unassigned** to skip assignment, or choose a person to make them that execution's *workflow assignee*. + +The workflow assignee is separate from any stakeholder-type role — such as Record Owner — that person may separately hold on the record itself.[^5] + +### On scheduled, active, or waiting workflows + +Change the assignee, or the run's kickoff date, without creating a new execution: + +1. Open the workflow execution you want to update.[^6] + +2. On the **Details** tab, update either or both: + + - **Start Date** — For a scheduled workflow, this must be a future date. For an active or waiting workflow, this is the actual kickoff time: it can be backdated, but not moved more than 24 hours into the future. + - **Workflow Assignee** — Choose a new person, or **Unassigned** to clear the assignment. + +3. Click **Save Changes** to apply your edits, or **Cancel** to discard them. + +Changes to the assignee or kickoff date are recorded on the workflow's **Activity** tab.[^7] + +## View workflows by assignee + +On the [global Workflows timeline](working-with-workflows.qmd#view-all-workflow-executions),[^8] click **View by Workflow Assignee** to group executions by who they're assigned to instead of by record: + +- Workflows with no assignee are grouped under **Unassigned**. +- The sidebar shows a running count of the workflow assignees represented in the current view. +- Hover over any execution bar to see who it's **Assigned** to, along with their stakeholder role. + +## Filter workflows by assignee + +In the timeline's filter panel, use the **Workflow Assignee** field to narrow the view to a specific person, or select **Unassigned** to see only unassigned runs. + +## Export workflows by assignee + +Click **Export** to download a CSV of the currently searched and filtered view, including each execution's assignee. The file downloads automatically once it's ready; large exports may take a few moments to generate. + + + + +[^1]: [Configure workflows](configure-workflows.qmd) + +[^2]: [Manage stakeholder types on records](/guide/configuration/manage-record-stakeholder-types.qmd#manage-stakeholder-types-on-records) + +[^3]: [Manage permissions](/guide/configuration/manage-permissions.qmd) + +[^4]: [Manage workflows](manage-workflows.qmd#initiate-workflows) + +[^5]: [Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd) + +[^6]: [Review active workflows](manage-workflows.qmd#review-active-workflows), or from the [global Workflows timeline](working-with-workflows.qmd#view-all-workflow-executions) + +[^7]: [Review workflow histories](manage-workflows.qmd#review-workflow-histories) + +[^8]: [View all workflow executions](working-with-workflows.qmd#view-all-workflow-executions) diff --git a/site/guide/workflows/working-with-workflows.qmd b/site/guide/workflows/working-with-workflows.qmd index 1a1d8e682a..49736ef0be 100644 --- a/site/guide/workflows/working-with-workflows.qmd +++ b/site/guide/workflows/working-with-workflows.qmd @@ -15,6 +15,7 @@ listing: - manage-workflows.qmd - transition-workflows.qmd - manage-workflow-tasks.qmd + - assign-workflow-executions.qmd aliases: - /guide/working-with-model-workflows.html - /guide/model-workflows/working-with-model-workflows.html From 8b4f345b4f3d64d2598a768c0b074ad0f799f423 Mon Sep 17 00:00:00 2001 From: Kam Lall Date: Mon, 24 Aug 2026 15:43:39 -0500 Subject: [PATCH 2/3] more updates --- .../workflows/assign-workflow-executions.qmd | 7 +- ...chatbot-product-map-frontend-snapshot.json | 74 +++++++++++++++---- site/llm/chatbot-product-map.md | 52 +++++++++---- 3 files changed, 106 insertions(+), 27 deletions(-) diff --git a/site/guide/workflows/assign-workflow-executions.qmd b/site/guide/workflows/assign-workflow-executions.qmd index b8912ae08e..6ce61c84be 100644 --- a/site/guide/workflows/assign-workflow-executions.qmd +++ b/site/guide/workflows/assign-workflow-executions.qmd @@ -40,13 +40,18 @@ Change the assignee, or the run's kickoff date, without creating a new execution 3. Click **Save Changes** to apply your edits, or **Cancel** to discard them. -Changes to the assignee or kickoff date are recorded on the workflow's **Activity** tab.[^7] +::: {.callout title="Note"} +On a scheduled workflow, **Reschedule** is still available as a separate action for moving the run's date or starting it immediately — the Details tab is for quick corrections, while Reschedule also offers **Run Now**. +::: + +Changes to the assignee or kickoff date are recorded on the workflow's **Activity** tab, including the execution ID and the previous and new values for each change.[^7] ## View workflows by assignee On the [global Workflows timeline](working-with-workflows.qmd#view-all-workflow-executions),[^8] click **View by Workflow Assignee** to group executions by who they're assigned to instead of by record: - Workflows with no assignee are grouped under **Unassigned**. +- Each section is headed by the assignee's name and a count of their workflows (for example, "Kam Lall — 4 workflows"). - The sidebar shows a running count of the workflow assignees represented in the current view. - Hover over any execution bar to see who it's **Assigned** to, along with their stakeholder role. diff --git a/site/llm/chatbot-product-map-frontend-snapshot.json b/site/llm/chatbot-product-map-frontend-snapshot.json index b1609bea51..7f1ee0b26e 100644 --- a/site/llm/chatbot-product-map-frontend-snapshot.json +++ b/site/llm/chatbot-product-map-frontend-snapshot.json @@ -1,6 +1,6 @@ { "version": 1, - "generated_at": "2026-06-09T21:25:44.848926+00:00", + "generated_at": "2026-08-24T20:42:34.503551+00:00", "settings": [ { "path": "/settings/profile", @@ -8,12 +8,6 @@ "group": "Your Account", "primary_docs": [] }, - { - "path": "/settings/theme-customization", - "label": "Theme Customization", - "group": "Your Account", - "primary_docs": [] - }, { "path": "/settings/organization", "label": "Organization", @@ -131,6 +125,12 @@ "group": "Governance", "primary_docs": [] }, + { + "path": "/settings/risk-tier-stages", + "label": "Risk Tier Stages", + "group": "Governance", + "primary_docs": [] + }, { "path": "/settings/workflows", "label": "Workflows", @@ -188,14 +188,20 @@ "primary_docs": [] }, { - "path": "/attestations", - "label": "Attestations", + "path": "/artifacts", + "label": "Artifacts", "group": "Main navigation", "primary_docs": [] }, { - "path": "/artifacts", - "label": "Artifacts", + "path": "/activity", + "label": "Activity", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/attestations", + "label": "Attestations", "group": "Main navigation", "primary_docs": [] }, @@ -206,8 +212,50 @@ "primary_docs": [] }, { - "path": "/activity", - "label": "Activity", + "path": "/agent-authority/invocations", + "label": "Agent Authority", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/risk-intelligence", + "label": "Risk Intelligence", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/agent-authority/invocations", + "label": "Invocations", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/agent-authority/agents", + "label": "Agents", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/agent-authority/servers", + "label": "Servers", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/agent-authority/rules", + "label": "Rules", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/agent-authority/charters", + "label": "Charters", + "group": "Main navigation", + "primary_docs": [] + }, + { + "path": "/agent-authority/settings", + "label": "Settings", "group": "Main navigation", "primary_docs": [] }, diff --git a/site/llm/chatbot-product-map.md b/site/llm/chatbot-product-map.md index d6b183bbfd..e85d170d24 100644 --- a/site/llm/chatbot-product-map.md +++ b/site/llm/chatbot-product-map.md @@ -66,7 +66,7 @@ **Docs (primary):** - `/installation/security/configure-single-sign-on-sso.html` - - Sections: What is SSO?; Prerequisites; Step 1: Set up Microsoft Entra for SSO; Step 2: Contact ValidMind to enable SSO + - Note: no matching `.qmd` source found **Docs (related):** @@ -388,6 +388,10 @@ - `/guide/model-validation/manage-validation-guidelines.html` - Note: no matching `.qmd` source found +#### `/settings/risk-tier-stages` — Risk Tier Stages + +- *No direct help link; content may be covered under scattered guide sections.* + #### `/settings/risk-tier-templates` — Risk Tier Templates **Docs (related):** @@ -463,12 +467,6 @@ - `/guide/templates/manage-text-block-library.html` - Sections: Prerequisites; Add text blocks; Add existing text blocks to library; Duplicate text blocks; Edit text blocks; Delete text blocks -### Your Account - -#### `/settings/theme-customization` — Theme Customization - -- *No direct help link; content may be covered under scattered guide sections.* - ### Users & Access #### `/settings/user-directory` — User Directory @@ -495,14 +493,14 @@ - Sections: Can I customize workflows within }?; What record stages are available for use in workflows?; Can we work with disconnected workflows?; You can also leverage the } once you are ready to document a specific record (model) for review and validation.; Learn more - `/guide/integrations/integrations-examples/use-webhooks-with-workflows.html` - Sections: Prerequisites; Start a workflow via webhook; 1. Configure workflow in }; 2. Start workflow from external system; Trigger a paused workflow to continue; 1. Configure workflow in }; 2. Trigger workflow to continue from external system +- `/guide/workflows/assign-workflow-executions.html` + - Sections: Prerequisites; Assign or change a workflow assignee; When starting or rescheduling a workflow; On scheduled, active, or waiting workflows; View workflows by assignee; Filter workflows by assignee; Export workflows by assignee - `/guide/workflows/conditional-step-requirements.html` - Sections: Prerequisites; Configure conditional requirements - `/guide/workflows/configure-workflows.html` - Sections: Prerequisites; Create custom workflows; 1. Add new workflows; 2. Configure workflow steps; 3. Link workflow together; Workflow steps relationship unclear on your canvas?; 4. Publish workflow; Clone existing workflows - `/guide/workflows/introduction-to-workflows.html` - Sections: Workflow elements; What's next -- `/guide/workflows/manage-record-stages.html` - - Sections: Prerequisites; Add record stages; Edit or delete record stages #### `/settings/workflows` — Workflows @@ -517,14 +515,14 @@ - Sections: Can I customize workflows within }?; What record stages are available for use in workflows?; Can we work with disconnected workflows?; You can also leverage the } once you are ready to document a specific record (model) for review and validation.; Learn more - `/guide/integrations/integrations-examples/use-webhooks-with-workflows.html` - Sections: Prerequisites; Start a workflow via webhook; 1. Configure workflow in }; 2. Start workflow from external system; Trigger a paused workflow to continue; 1. Configure workflow in }; 2. Trigger workflow to continue from external system +- `/guide/workflows/assign-workflow-executions.html` + - Sections: Prerequisites; Assign or change a workflow assignee; When starting or rescheduling a workflow; On scheduled, active, or waiting workflows; View workflows by assignee; Filter workflows by assignee; Export workflows by assignee - `/guide/workflows/conditional-step-requirements.html` - Sections: Prerequisites; Configure conditional requirements - `/guide/workflows/configure-workflows.html` - Sections: Prerequisites; Create custom workflows; 1. Add new workflows; 2. Configure workflow steps; 3. Link workflow together; Workflow steps relationship unclear on your canvas?; 4. Publish workflow; Clone existing workflows - `/guide/workflows/introduction-to-workflows.html` - Sections: Workflow elements; What's next -- `/guide/workflows/manage-record-stages.html` - - Sections: Prerequisites; Add record stages; Edit or delete record stages ## Main application @@ -541,6 +539,30 @@ - *No direct help link in frontend; related docs inferred from keywords.* +#### `/agent-authority/agents` — Agents + +- *No direct help link; content may be covered under scattered guide sections.* + +#### `/agent-authority/charters` — Charters + +- *No direct help link; content may be covered under scattered guide sections.* + +#### `/agent-authority/invocations` — Agent Authority + +- *No direct help link; content may be covered under scattered guide sections.* + +#### `/agent-authority/rules` — Rules + +- *No direct help link; content may be covered under scattered guide sections.* + +#### `/agent-authority/servers` — Servers + +- *No direct help link; content may be covered under scattered guide sections.* + +#### `/agent-authority/settings` — Settings + +- *No direct help link; content may be covered under scattered guide sections.* + #### `/analytics` — sidebar.analytics **Docs (related):** @@ -607,6 +629,10 @@ - *No direct help link in frontend; related docs inferred from keywords.* +#### `/risk-intelligence` — Risk Intelligence + +- *No direct help link; content may be covered under scattered guide sections.* + #### `/validation-issues` — Validation Issues - *No direct help link; content may be covered under scattered guide sections.* @@ -619,14 +645,14 @@ - Sections: Can I customize workflows within }?; What record stages are available for use in workflows?; Can we work with disconnected workflows?; You can also leverage the } once you are ready to document a specific record (model) for review and validation.; Learn more - `/guide/integrations/integrations-examples/use-webhooks-with-workflows.html` - Sections: Prerequisites; Start a workflow via webhook; 1. Configure workflow in }; 2. Start workflow from external system; Trigger a paused workflow to continue; 1. Configure workflow in }; 2. Trigger workflow to continue from external system +- `/guide/workflows/assign-workflow-executions.html` + - Sections: Prerequisites; Assign or change a workflow assignee; When starting or rescheduling a workflow; On scheduled, active, or waiting workflows; View workflows by assignee; Filter workflows by assignee; Export workflows by assignee - `/guide/workflows/conditional-step-requirements.html` - Sections: Prerequisites; Configure conditional requirements - `/guide/workflows/configure-workflows.html` - Sections: Prerequisites; Create custom workflows; 1. Add new workflows; 2. Configure workflow steps; 3. Link workflow together; Workflow steps relationship unclear on your canvas?; 4. Publish workflow; Clone existing workflows - `/guide/workflows/introduction-to-workflows.html` - Sections: Workflow elements; What's next -- `/guide/workflows/manage-record-stages.html` - - Sections: Prerequisites; Add record stages; Edit or delete record stages - *No direct help link in frontend; related docs inferred from keywords.* From 97aa5354ef1c5e285175be87722ece662ca38bf9 Mon Sep 17 00:00:00 2001 From: "github-actions[bot]" Date: Mon, 24 Aug 2026 21:16:58 +0000 Subject: [PATCH 3/3] chore: refresh chatbot product map --- site/llm/chatbot-product-map.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/site/llm/chatbot-product-map.md b/site/llm/chatbot-product-map.md index e85d170d24..24ea4a85df 100644 --- a/site/llm/chatbot-product-map.md +++ b/site/llm/chatbot-product-map.md @@ -66,7 +66,7 @@ **Docs (primary):** - `/installation/security/configure-single-sign-on-sso.html` - - Note: no matching `.qmd` source found + - Sections: What is SSO?; Prerequisites; Step 1: Set up Microsoft Entra for SSO; Step 2: Contact ValidMind to enable SSO **Docs (related):**