What does the card show?
- A title such as Create invoice draft, Create customer, Create quote draft or Save product or service, and "Review the details before creating this draft. It will remain unissued."
- For an invoice, the Proposed line items and the Draft total, with "Creates a draft for you to review. Nothing is issued or sent."
- For any other change the app can make, the question "Should the app do this now?" and a Confirm button.
What happens after I confirm?
- The card says Confirmed by you, then Saved to your workspace, with a link such as Open invoice or Open customers.
- An invoice draft is still a draft. You check it and issue it yourself.
- A bill draft waits for you to approve and post it in Bills; a journal draft waits in Journals.
Can I say no?
Yes. Just don't confirm, or press Deny where the card offers it. Nothing is saved.
If something goes wrong
- "Workspace details have changed since this preview. Nothing was created. Ask again for a fresh preview."
- "This preview has expired. Ask again for a new one."
- "The result has not been confirmed. Check this action's status before doing anything else.": press Check action status. Deline then says "No record has been created from this action. You can review and confirm it." or shows what was saved.
- Earlier action outcome unknown: "A record may already exist. Review your workspace records before doing anything similar; do not repeat the earlier request."
Explanation written from the Deline app's own screens and texts (build eba146497 (Deline cf723fe1f)); it has no steps to check.