Preview & Retry
Let users preview documents before generation and correct input when generation fails.
Preview and retry
Use preview and retry when users need to check or correct a document during a case.
Add preview
- Add a preview area to the task where the user reviews the case information.
- Select the document that should be previewed.
- Choose which task fields may influence the preview.
- Test with realistic cases.
Add retry
- Add a retry task after the failure path.
- Show the error in plain language.
- Ask only for fields the user can correct.
- Regenerate the document after correction.
- Route repeated failures to manual review.
Good practice
Preview should help users make a decision. It should not become a full document editor inside Valtimo.