Decide proposals in Twin Desk
Accept, decline or put off what the Twin proposes, from Mail on the Mac or the Inbox on the iPhone.
When the Twin proposes a change, such as linking two records or a new definition, it waits for a person to decide. In Twin Desk you decide it where you read it: in Mail's reading pane on the Mac, or in the Inbox on the iPhone. Each proposal has its own card. You make the same decision as in the web workspace's proposal review, and the outcome is the same.
What each card does
| Proposal | The card shows | What Accept does |
|---|---|---|
| A link | Whether two records are the same customer, supplier or person, and how sure the Twin is | Links them |
| A definition | What it adds, or which view it switches to, and what the Twin could then answer | Adds it to the Twin's reviewed context |
| An action | Why the Twin proposes it, the activity behind it, and the prompt it would run, which you can edit | Starts a Session with that prompt |
| A workflow review | The workflow's question, why it is asking, and what would change if you accept | Sends your answer so the workflow carries on, after you confirm |
| A widget change | Where the widget shows and each changed setting | Publishes the change. Only an admin can decide it; others can read it |
Every card also offers:
- Decline, when the proposal is wrong or not wanted;
- Later, to put it off. Reopen brings it back; and
- Undo, always after a Decline, and after an Accept where it can be reversed. Starting an action's Session and continuing a workflow can't be undone.
The Inbox row says how many proposals are left to review. A review's corrections, document and history stay on its page in the web workspace, one link away.
If a decision doesn't go through
If someone else decided the proposal first, or it changed since you opened it, the card says so in plain words. Nothing is decided twice: pressing a button again while a decision is on its way sends it once.