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Flow shapes

Suggest edit Updated on November 5, 2021

A shape in a flow represents a task that a user or application completes as part of a business process. By connecting different types of shapes in a flow, you can define the path that a case follows from creation to resolution.

The following table describes all supported flow shapes. Some shapes are not available for screen flows or flows that you update in the case life cycle instead of the Flow form.Note: Flow shapes of the Automations category are available only for flows that belong to a Work- class and its subclasses. If you configure a flow that belongs to a Data- or Rule- class, the number of available automation shapes is restricted.

AnnotationAdds notes or comments to the flow without affecting how the flow runs.

ApprovalRoutes a case to one or more reviewers, based on a user name, reporting structure, or authority matrix.

AssignmentCreates a task in a work queue or worklist so that a user can provide input to the flow.

Change StageMoves the case to a different stage in the life cycle.

Create caseCreates a top-level case or one or more child cases.

DecisionEvaluates an expression or calls a rule, such as a decision tree, to determine which step is next in the flow progression.

EndDesignates the end of flow processing.

Load data pageAsynchronously starts loading a data page to reduce the time that a screen takes to load the data page.
Post to PulseCreates a message that is sent to the Pulse social stream.

Push NotificationSends a notification to an iOS or Android mobile device to indicate that an action is required by the user.
Save Data PageSaves the data in a savable data page to a system of record.

Send EmailSends an email to one or more work parties.

StartDesignates the start of flow processing.

SubprocessCalls another flow from the current flow.

WaitPauses an assignment for a specified length of time or until one or more cases reach a specific status.
  • Types of processes

    The default method of creating processes is by adding steps when you define a case life cycle. To access advanced options and configurations, you can also build your processes by using flow shapes on a flow diagram.

  • Types of assignments

    Each assignment in a flow has a type based on the standard activity that creates the assignment. You select a standard activity when you define the routing options for an assignment in a flow diagram or the life cycle of a case.

  • Annotating a flow

    You can use the Annotation shape to add notes and comments to your flow. By documenting the functionality of a flow, you can share information with other developers.

  • Keyboard shortcuts for flows

    You can use keyboard shortcuts in the Flow form. Using keyboard shortcuts makes creating flows easier and more efficient.

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