Steps can be added to a workflow by using the Step Palette or by using a right-click in the Process Builder. When you are adding steps to a workflow, a yellow entry field indicates an invalid entry.
To add a step from the Step Palette:
Drag and drop a step from the Step Palette.
Right-click the step and select Edit Step.
Edit the details of the step and click Save.
To add a step using a right-Click:
Right-click an existing step in the Process Builder and select
.Edit the details of the step and click
.Select
, , , , or .Edit the details of the step and click
.To add an Activity step:
Click and drag an activity from the Activity pane to the Process Builder.
To add an End step:
Right-click a step with no transition and select
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