Preview Before Changing Important Data

Define what a preview has to show to be worth anything. A count is not a preview.

See the situation

Start with the situation below. Next, we will work through an example together before you try the activity.

Samir · Workflow operator

The case

A count-only preview

Preview the population and the proposed before-and-after changes before a batch can write.

What the screen showed: "This will affect 1,412 records"
Population rule shown: No
Before and after shown: No
Records already correct: Not shown in the aggregate count
What went wrong: The aggregate did not expose the filter or which sample rows it included

Your task

Read each proposed change. Approve only the fields the stated rule allows.

Need a little guidance?

You’re done when: You can name exactly what will change and what will remain untouched.

Preview makes side effects visible before they become production history.

Need a reminder? Reopen the worked example

Watch one example first

A preview lists three proposed writes. One changes a protected renewal field. The total of three does not expose that risk; the row-level before/after comparison does.

Why this follows from the evidence

A useful preview shows who is affected, which values change, and why. Counts summarize a proposal but cannot replace its boundaries.

GTM Lab

Saved locally

Workflow Control Plan · 0 of 8 sections started

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Case evidence

A count-only preview

What the screen showed: "This will affect 1,412 records"
Population rule shown: No
Before and after shown: No
Records already correct: Not shown in the aggregate count
What went wrong: The aggregate did not expose the filter or which sample rows it included

The screen above told somebody a number and they approved it. Decide which actions need a preview, then decide what one has to show.

Triage the proposed changes before anything runs

For each row, choose whether to apply the proposed value, leave it alone, or hold it. The affected count below changes from your own draft.

Population: six reviewed records from the sample batch. A preview needs the population rule, before/after values, and category counts—not just one headline number.

Proposed changes

Drag a card into a bucket, or tap a card and then tap a bucket.

Draft preview: 0 proposed changes / 6 reviewed rows

Restoring this practice draft…

Optional: compare the original decision choices

The case tool above is the activity that records completion. These choices are an optional review of alternative reasoning.

Work the case · 0 of 2 sections drafted

Make the preview worth looking at

Compare these alternatives one section at a time. Check a choice to see its consequence; the draft summary below keeps the proposed changes together.

Step 1 of 2

Which actions may not run without a preview?

The enrichment reveal and the cadence enrolment.None. The gates and forbidden states already stop the wrong records.All four actions.

This is a proposed draft until the chapter check runs. Selecting a choice alone does not complete the chapter.

3b · Proposed

Safety control plan draft

Safety control plan draft · current draftCompare the original state with the proposed change. This preview does not change live records.

Safety control plan draft · current draft
Item	Before	Proposed	Why
Which actions may not run without a preview?	No saved change in this exercise draft	Not drafted yet	Choose a proposal to see what it would add to the draft.
What does a preview have to show?	No saved change in this exercise draft	Not drafted yet	Choose a proposal to see what it would add to the draft.

Which actions may not run without a preview?: BeforeNo saved change in this exercise draft; ProposedNot drafted yet; WhyChoose a proposal to see what it would add to the draft.
What does a preview have to show?: BeforeNo saved change in this exercise draft; ProposedNot drafted yet; WhyChoose a proposal to see what it would add to the draft.

A choice appears here as a proposal, not as evidence that a live system changed.

Your place saves as you go.

Chapter 3 of 80 complete