States and lanes

The bricks below are drawn with the app’s own colours and glyphs, so they look the same here as on the batch screen. Every colour comes with a glyph, so none of them depends on telling colours apart.

Step kinds

Shown in the header of each step’s column.

Brick	Kind	What it means
	Company step company	Runs your code once for each company. Most steps are this kind.
	Batch step batch	Runs your code once over every company that reached it, after none are still on their way. Use it to compare companies, such as finding duplicates.
	Checkpoint checkpoint	Runs no code. Holds every company until a time, an event, or someone releases it.
	Changeset changeset	Runs no code. Seals the CRM changes proposed so far into one package for an approver.

Cell states

One company at one step.

Brick	State	What it means
	Pending pending	The company hasn't reached this step yet.
	Ready ready	Queued: it runs as soon as there's room.
	Running running	The step is running for this company now.
	Retrying retrying	The last run failed in a way that may pass on a second try, such as a timeout or a rate limit. It runs again after a pause.
	Asked asked	The step asked a question and waits for someone to answer it.
	Done done	The step finished and saved its facts.
	Skipped skipped	The step's when condition didn't match this company, so it didn't run.
	Failed failed	The step threw an error, or used up its retries. The company is parked until someone retries it.
	Parked parked	The step stopped on purpose: it hit a spending cap, a provider ran out of credit, or the step is waiting on a timer (ctx.wait) and runs again later.
	At barrier barrier	The company is through everything before this step, and waits here for the rest of the batch.
	Approval approval	The company's CRM changes are sealed in a changeset that waits for an approver.
	Writing writing	The changeset was approved and Motions is applying it to the CRM.
	Passed passed	The checkpoint was released, or the changeset was written.
	Stopped stopped	This step won't run: the company left the batch, or its changeset was rejected.

Lanes

Where a company is in the batch as a whole. Done, held and dropped are final: the company is out of the batch.

Brick	State	What it means
	Done done	Through every step.
	Moving active	Steps are running or queued for it.
	Waiting waiting	A step asked a question; the company waits for the answer.
	Parked parked	It stopped and needs someone: a step failed, hit a spending cap or ran out of provider credit. A company whose step is waiting on a timer shows here too, until the step runs again.
	Held held	Kept out of this batch on purpose: a step or an answer held it, or its changeset was rejected.
	Dropped dropped	Removed from the batch, with a reason such as no domain or outside the ICP.

Changeset states

State
approval	Sealed and waiting for an approver.
approved	Approved, and about to be written.
writing	Being written to the CRM.
done	Every operation has a receipt.
rejected	An approver rejected it. Nothing was written.

Receipts

Receipt
written	The CRM has it.
skipped	Nothing was written, with the reason: already up to date, already exists, or the connection is read-only.
failed	The CRM refused it, with its error.

Question states

State
open	Waiting for an answer.
answered	Someone, or the step with a low-risk suggestion, answered it.
defaulted	Its deadline or a checkpoint’s cutoff passed, and it took the queue’s default.