A background step launches an active autolaunched flow and has no user interaction. You
can control when a background step is ready to start. Use background steps to carry out actions
that are related to an approval submission but aren’t part of an approval work item. For
example, use a background step to update records or trigger other notifications related to the
approval.
Each background step references an active autolaunched flow. When the orchestration run
associated with the parent approval submission runs, it automatically determines whether the
step’s flow runs synchronously or asynchronously.
A running flow approval process runs a background step asynchronously when the step’s
underlying flow contains 1 or more Subflow or Wait elements. How a background step with one
or more Action elements runs depends on the associated flow approval process's API
version.
For flow approval processes running in API version 68.0 and later, a background step with a
flow containing synchronous actions runs synchronously. A background step with a flow
containing asynchronous actions runs asynchronously.
For flow approval processes running in API version 67.0 and earlier, any background step
with a flow containing an Action element runs asynchronously.
When a background step’s flow runs synchronously, the orchestration run associated with the
parent approval submission immediately resumes when the flow is completed.
When a background step’s flow runs asynchronously, the step publishes a Flow Orchestration
Event platform event. When the running flow approval process receives the event, it
evaluates the current stage and each of its Not Started or In Progress steps.
When to Start the Step
To control when a background step starts, select a condition.
Step Condition
Requires
When the stage starts, the step starts
—
When another step is marked Completed, the step starts
The name of the step that must be completed before the step can start
When the specified requirements are met, the step starts
Up to 10 requirements that determine whether the step can start
When the specified evaluation flow returns True, the step
starts
The name of the active evaluation flow that determines whether the step can
start
Running Context of an Action Called by a Background Step
By default, an active autolaunched flow called by a background step runs in the context of
the automated process user. To specify a different user's context, use the Select Who to Run
the Action As section in the background step's Properties panel. To control the system
context’s record-level access, use the How to Run the Flow advanced option of the
autolaunched flow referenced by the step.
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