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docs: document monitoring threshold breach workflow trigger [sc-16661] - #1464

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docs: document monitoring threshold breach workflow trigger [sc-16661]#1464
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What and why?

Documents the new On Monitoring Threshold Breach workflow trigger, which starts a record workflow automatically when an ongoing monitoring metric enters a breached state.

Before: Ongoing monitoring covered thresholds and stakeholder email alerts only. The Workflow Start list covered Manually / On Inventory Record Registration / On Field Change / Via Webhook.

After:

  • New page: Trigger workflows on threshold breach, listed under Ongoing monitoring below Set thresholds and alerts
  • Workflow Start list now includes the trigger, in both the HTML guide and the RevealJS training deck
  • Covers metric scoping (any metric vs. selected metrics), the transition-only firing rule, the breach details on an execution, and the Monitoring Breach broadcast variables

Shortcut: https://app.shortcut.com/validmind/story/16661

Implementation: validmind/backend https://github.com/validmind/backend/pull/3458, validmind/frontend https://github.com/validmind/frontend/pull/2797

How to test

skills/validmind-docs-coverage/scripts/render-pages.sh \
  guide/monitoring/trigger-workflows-on-threshold-breach.qmd \
  guide/monitoring/ongoing-monitoring.qmd \
  guide/workflows/configure-workflows.qmd \
  training/administrator-fundamentals/using-validmind-for-risk-management.qmd

All four render with no new warnings.

Hosted preview: to be added once the validate job deploys.

What needs special review?

  • The feature ships behind a dark LaunchDarkly flag (launchdarkly.rollout.monitoring-breach-trigger, off by default, enforced on both the UI and the firing path). This page describes behaviour customers cannot see until the flag is enabled, so it should not be promoted to prod ahead of the rollout. Merging to main is fine.
  • _add-new-workflows.qmd is a shared include with two format variants; both were edited. Consumers are guide/workflows/configure-workflows.qmd (HTML) and training/administrator-fundamentals/using-validmind-for-risk-management.qmd (RevealJS) — both rendered and checked.
  • Please sanity-check the firing-rule wording. The trigger reads the passed parameter and does not re-evaluate thresholds, so a metric that defines thresholds but never sets passed never starts a workflow. That is easy for a customer to misread.

Dependencies, breaking changes, and deployment notes

  • Documentation only; no changes in this repository outside site/.
  • Depends on the two implementation PRs above and on the LaunchDarkly flag being enabled for the audience.

Release notes

Documented how to start a workflow automatically when an ongoing monitoring metric breaches its threshold. Learn more ...

Checklist

  • What and why
  • Screenshots or videos (Frontend)
  • How to test
  • What needs special review
  • Dependencies, breaking changes, and deployment notes
  • Labels applied
  • PR linked to Shortcut
  • Unit tests added (Backend)
  • Tested locally
  • Documentation updated (if required)
  • Environment variable additions/changes documented (if required)

Adds a guide page for starting a record workflow automatically when an
ongoing monitoring metric enters a breached state, listed under Ongoing
monitoring below Set thresholds and alerts.

Also adds the trigger to the Workflow Start list in the workflows guide,
in both the HTML and RevealJS variants of the shared include, so the
enumeration of triggers stays complete.
@juanmleng juanmleng added the documentation Improvements or additions to documentation label Aug 11, 2026
The alert email and the workflow run on different rhythms — the email
fires for every breaching reading, the workflow starts only on the
transition into breach — so one person can receive three things for a
single breach: the alert email, the workflow's broadcast email, and the
in-app broadcast. Nothing said so, and the difference is worth knowing
before adding a broadcast step.

Names the toggles that reduce it, and both of their limits: they apply
to the whole organization rather than to one record or workflow, and
they suppress emails only, so the in-app notification arrives either
way.

Also corrects the Breached Metric Name row. It described a bare display
name, which is only the last dot segment of a metric's key and collides
between metrics — the variable now resolves to the name followed by the
key, matching how the metric is labelled where you pick it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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