ambacti
Explore workflows

CONFIRMED RECORD HANDOFF · Workflow idea

Move a checked record into the next table, once and only once.

When a person marks a source row as confirmed, prepare a related record in the destination table using the agreed fields. Check whether a destination entry already exists and keep existing entries unchanged, so a manual confirmation does not overwrite work that someone has already reviewed or edited.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Person-confirmed source row
Produces
A proposed destination record linked to its confirmed source, with existing matches left untouched and the final creation held for review.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A business record that an authorized person has deliberately marked as ready for a one-time handoff

“After human confirmation, check for an existing destination record and prepare the agreed new entry only when none exists; never recreate or update an existing destination entry automatically.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps a team create a related record after a deliberate source-row confirmation without overwriting a destination entry that may have changed manually.

  1. Confirm the source row and its owner

    Check that the row belongs to the intended process and that an authorized person deliberately marked it as confirmed.

  2. Check for an existing destination entry

    Compare the agreed identifying fields and send possible matches or conflicts to a person instead of creating another record.

  3. Prepare the proposed destination fields

    Show which source values would be copied, which destination fields would receive them, and any values that require human input.

  4. Review the record and one-time behavior

    Verify the source-to-destination match and confirm that an existing destination record will not be recreated or updated.

  5. Approve creation and reconcile the outcome

    Require an authorized owner to approve a new entry, then confirm whether it was created, held, or declined without changing an existing record.

03 / The result

Something useful.
Something to build on.

A proposed destination record linked to its confirmed source, with existing matches left untouched and the final creation held for review.

AmbactiWorkflow folio · 5 steps

Review confirmed record copies

Reviews & approvals · Example outcome

The handoff

A proposed destination record linked to its confirmed source, with existing matches left untouched and the final creation held for review.

Keep in mind

A confirmation can be accidental, and a weak match may create a duplicate or copy values to the wrong record. Verify the source, destination, matching details, and exact fields; require an authorized owner to approve creation, and leave all existing destination records unchanged for separate review.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Define confirmation ownership

Choose the source records and name who may mark a row confirmed and who can approve the resulting handoff.

Agree on matching and destination fields

Document the identifying values, destination table, fields to copy, and treatment of missing or conflicting information.

Protect existing destination records

Set the rule that existing entries are never recreated or updated by this handoff and define how possible matches are reviewed.

Test new, repeated, and conflicting rows

Check an eligible source, an already-existing destination record, and an uncertain match to ensure only an approved new entry can be created.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗