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chore(kno-11675): Clarify workflow execution behavior#1314

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cellomatt wants to merge 5 commits intomainfrom
cursor/KNO-11675-workflow-failure-documentation-b15f
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chore(kno-11675): Clarify workflow execution behavior#1314
cellomatt wants to merge 5 commits intomainfrom
cursor/KNO-11675-workflow-failure-documentation-b15f

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@cellomatt cellomatt commented Feb 13, 2026

Description

This PR clarifies the expected behavior of workflow execution when a step encounters an error versus when it is intentionally skipped.

Previously, the documentation did not explicitly state that a workflow run would halt if a channel step failed after exhausting its retries. This PR addresses KNO-11675 by:

  • Adding a new section in debugging-workflows.mdx explaining when workflows halt due to channel step failures (e.g., rendering errors) and when steps are merely skipped (e.g., conditions not met, preferences opt-outs).
  • Linking channel-step.mdx to the new debugging documentation.
  • Updating testing-and-debugging.mdx with a warning about template rendering errors halting workflow execution.

These changes provide a clearer understanding of workflow control flow and aid in debugging.

Tasks

KNO-11675


Linear Issue: KNO-11675

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- Add new 'Understanding workflow execution behavior' section to debugging-workflows.mdx explaining:
  - Channel step failures halt workflow after 3 retry attempts (e.g., template rendering errors, invalid config)
  - Channel step skips allow workflow to continue (conditions not met, missing config, preference opt-outs, missing recipient data)
- Update channel-step.mdx to document step failure behavior during execution
- Add warning callout to testing-and-debugging.mdx about template errors halting workflows

Resolves KNO-11675

Co-authored-by: Matt Kufchak <matt.kufchak@gmail.com>
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Co-authored-by: Matt Kufchak <matt.kufchak@gmail.com>
@cellomatt cellomatt changed the title Workflow failure documentation chore(kno-11675): Clarify channel step failure behavior Feb 13, 2026
Send windows delay notifications but don't cause steps to be skipped.

Co-authored-by: Matt Kufchak <matt.kufchak@gmail.com>
@cellomatt cellomatt changed the title chore(kno-11675): Clarify channel step failure behavior chore(kno-11675): Clarify workflow execution behavior Feb 20, 2026
@cellomatt cellomatt marked this pull request as ready for review February 20, 2026 00:46
@cellomatt cellomatt requested review from a team and samseely February 20, 2026 00:46
You can access the workflow debugger from our "Logs" page, which you'll find in the left hand environment sidebar in the dashboard. From there:
You can access the workflow debugger from the "Runs" tab on a given workflow or the "Workflow runs" tab on a recipient record.

You can also access it from our "Logs" page, which you'll find in the left hand sidebar in the dashboard. From there:
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I think this should technically be left-hand sidebar, but looks like we've used a mix of left hand, left side, and left-hand. I don't have a strong preference and know this came from the original, just noting.

<Callout
type="info"
title="Note:"
text="You can use the workflow debugger to inspect any workflow run, regardless of whether it was triggered via the API or the dashboard test runner."
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Suggested change
text="You can use the workflow debugger to inspect any workflow run, regardless of whether it was triggered via the API or the dashboard test runner."
text="You can use the workflow debugger to inspect any workflow run, whether it was triggered via the API or the dashboard test runner."

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just a suggestion

- **Recipient is missing required data.** If the recipient lacks the data required for delivery on this channel (for example, no `email` address for an email step, or no [channel data](/managing-recipients/setting-channel-data) for a push step), the step is skipped.
- **A dynamic [batch](/designing-workflows/batch-function), [delay](/designing-workflows/delay-function), or [throttle](/designing-workflows/throttle-function) step encounters an invalid window value.** If a workflow step encounters a missing or invalid dynamic window value (like a timestamp in the past), the step is skipped.

The workflow debugger will indicate when a step has been skipped and provide the reason, helping you understand why a recipient did not receive a notification on a particular channel or a workflow function was not processed as expected.
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Can we break this into two sentences?

- **Template rendering errors.** Invalid Liquid syntax or missing required variables that prevent the message template from rendering.
- **Fetch step errors.** Errors or timeouts from the HTTP request made by the fetch step.

You can identify failed steps in the workflow debugger by looking for error states on individual steps. The debugger will show you the error details to help diagnose and fix the issue.
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I think this would benefit from an image. I can imagine this being hard to follow if you're not already familiar with this

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Left a few suggestions — things like adding an image could be a follow up ticket IMO.

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