Add a Task Step

The most basic step in a workflow design is the task step. Each task step contains one or more tasks. There are five kinds of tasks you can add to a task step:

Form Task: Presents select users with a form, which they can use to view or provide information about an object.
Sub-workflow Task: Runs a separate workflow, either alongside or in sequence with the host workflow.
Update Field Task: Has the system update a field in an object.
Portfolio Refresh Task: Refreshes the portfolio if a change is made to a project that affects a portfolio.
Service Task: Initiates a service, such as recalculate costs, run report, or synchronization, to perform automatically during runtime.

Multiple workflow paths can lead to a task step, but only one path can come from a task step.

To add a task step to a workflow design:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Workflow Design.
On the Workflow Design page, select a workflow design.
On the Workflow Design toolbar, select the  Add a task step icon and drag it onto the workflow design canvas.
Use connector lines to define the position of the new step with respect to other steps. To add a connector line between two steps, select Draw connector line on the step where you want the connector line to begin, then select the step where you want the connector line to end.
Select the new step.
In the Step area, enter a Name and Description for the step.
Select Save.

Last Published Tuesday, May 21, 2024