Adding a step to a process

The following step types are supported:

Collect information

Assigns a task, which you define in a form with fields, to a user or work queue.

This type of step adds the Assignment shape to your process. There is no flow action defined on the outgoing connector.

Approve/Reject

Assigns a task to a user, typically a manager, to review case information and then decide whether the case is approved.

You can customize the form for this task.

This type of step adds the Approval shape to your process.

Processes

Calls another process, or flow, from the current process.

This type of step adds the Subprocess shape to your process.

User actions

Assigns a predefined task to a user or work queue, such as adjusting goal and deadline or changing stage.

This type of step adds the Assignment shape to your process. The outgoing connector is configured with an existing flow action.

Automations

Provides preconfigured functionality, such as sending an email or creating a case.

This type of step adds a corresponding smart shape to your process.

To create steps with advanced functionality, add shapes to the underlying flow that supports your process.