Adding Steps to a Workflow

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:

  1. Drag and drop a step from the Step Palette.

  2. Right-click the step and select Edit Step.

  3. Edit the details of the step and click Save.

To add a step using a right-Click:

  1. Right-click an existing step in the Process Builder and select Insert New.

  2. Edit the details of the step and click Save.

  3. Select Manual, Decision, Mail, Command, or End Step.

  4. Edit the details of the step and click Save.

To add an Activity step:

  1. Click and drag an activity from the Activity pane to the Process Builder.

To add an End step:

  1. Right-click a step with no transition and select Add End Transition.

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