Troubleshooting a Workflow Without Duplicating Actions
Official guide · English · Version 9c253d0cf11816df
Use this checklist when a save, generation, connection or transaction does not behave as expected.
Before retrying
- Record the page, selected tenant, role, time and exact message.
- Decide whether the action was read-only, saved data, started background work or caused an external transaction.
- Reload the relevant list/detail or job status to check whether it already succeeded.
- Preserve unsaved text in an appropriate private location before navigating away.
- Retry only after checking the current state and correcting the cause.
Interpret the symptom
| Symptom | What to investigate |
|---|---|
| Button missing/disabled | Required fields, saved record, role, plan/module availability and current status |
| Save succeeded but page looks unchanged | Wrong tenant/page, unsaved editor area, custom layout override or publication state |
| Background progress stops | Current server/job status and connection; closing the browser may not stop work |
| Limit reached | Which limit: records, messages, STT/TTS, images, storage, file size or per-request scope |
| Connection/review unavailable | Temporary or configuration failure, not a completed rejection |
| Data not found | Search/filter, language, active state, correct tenant and source mapping |
| Access denied | Sign-in state and permission; do not use another tenant's identifiers |
| Payment result unclear | Inspect original order/provider reference; do not pay again just to refresh status |
Safe verification
For a product, reopen it and compare saved fields. For content editors, inspect both saved draft and intended public preview. For orders/invoices, inspect source status and history. For a channel, test both incoming and outgoing flow. For a linked store, inspect field ownership and sync result.
Ask for support
Use Support with the exact error and minimal relevant references. Never include passwords, tokens, full payment-card details or unrelated customer data. Smart Help explains steps but cannot inspect or repair your private account.
Find the right guide
Products, AI Content, Storefront, Checkout, Orders, Accounting, Linked Stores, Messaging and Billing describe the specific workflow and its expected result.