Steps can be added to a workflow using the Step Palette or using a right-click in the Process Builder. When 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 Insert New.
Edit the details of the step and click Save.
Select Manual, Decision, Mail, Command or End Step.
Edit the details of the step and click Save.
To edit a Manual Step:
Right-click on a Manual Step and select Edit Step.
Enter a Name for the step.
Attach a Role to this step by selecting a Role from the drop-down list. (Roles are defined on the Admin tab documentation)
Click Associate to associate a Variable; select the variable from the list or create new variables to be associated. Set a default value as desired.
Check the Read-Only box if this variable is to be forced to the default value.
Click on Description tab to provide description for this step.
Click Preview to preview the step you created.
Click OK.
To edit a Decision Step:
Right-click on a Decision Step and select Edit Step.
Enter Name.
Click on Description tab to provide description for this step.
Click OK
To edit a Mail Step:
Right-click on a Mail Step and select Edit Step.
Enter Name for the step.
Enter To and From mail addresses and Subject in the General Tab.
Click Body tab and type the message.
Click OK.
To edit a Command Step:
Right-click on a Command Step and select Edit Step.
Enter a Name for this step.
Specify the path and name of the command or script to execute (relative to the $ESEC_HOME/config/exec or %ESEC_HOME%\config\exec directory)
If you wish to run a command or script referenced in a variable that gets populated during the workflow process, check the Use Variables box.
Specify any command-line arguments to pass to the command or script. If you wish to use the contents of a variable that gets populated during the workflow process, check the Use Variables box.
Specify a variable to hold output from the command or script. Any standard output is placed into these variables.
Click on Description tab to enter description for this step.
Click OK.
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 on a Step with no transition and select Add End Transition.