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Automate Your Business Processes
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            Step Flow Approval Processes Resource

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            Step Flow Approval Processes Resource

            Organize the work done in a flow approval process stage.

            Required Editions

            View supported editions for Flow Approval Processes.

            Flow approval processes have approval steps and background steps.

            Note
            Note The Step resource in Flow Approval Processes isn't related to the discontinued Step element in flows.

            Background Steps

            Background steps call autolaunched flows and run without user interaction. At run time, the orchestration run associated with a flow approval process automatically determines whether the autolaunched flow runs synchronously or asynchronously.

            Field Section Description
            Label   Helps you identify the element on the canvas.
            API Name   Automatically populated if empty when you fill out the Label field and press TAB. The requirement for uniqueness applies only to elements and resources within the current flow approval process. Two items can have the same API name, provided they're used in different flow approval processes.An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can't end with an underscore. It also can't have two consecutive underscores.
            Description   Helps you remember what this resource does. When editing an element, appears after you click pencil icon.
            Condition Select When to Start the Step

            Identifies the method used to determine whether a step is ready to start.

            When the stage starts, the step starts
            The step starts when its stage starts.
            When another step is marked Completed, the step starts
            The step starts after another step is completed.
            When the specified requirements are met, the step starts
            The step starts when the specified requirements are met.
            When the specified evaluation flow returns True, the step starts
            The orchestration run associated with a parent approval submission runs a specified evaluation flow to determine if the step can be started. The orchestration run doesn’t start the step until the specified evaluation flow’s isOrchestrationConditionMet output variable returns true.
            Step Name Select When to Start the Step Specifies a step that must be marked completed before the current step can start. Available whenCondition is set to When another step is marked Completed, the step starts.
            Requirements to Start Step Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            All Requirements Are Met (AND)
            All specified requirements must be met for the stage to be started.
            Any Requirement Is Met (OR)
            Any of the specified requirements can be met for the stage to be started
            Custom Logic Is Met
            The specified requirement logic must be met for the stage to be started.
            Requirement Logic Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            • Condition is set to When the specified requirements are met, the step starts.
            • Requirements to Start Step is set to Custom Logic Is Met.
            Resource Select When to Start the Step The resource evaluated by this requirement. Available when Condition is set to When the specified requirements are met, the step starts.
            Operator Select When to Start the Step The operator to use to evaluate the resource. Available when Condition is set to When the specified requirements are met, the step starts.
            Value Select When to Start the Step The value to compare the specified resource to, using the specified operator. Resource and Value must have compatible data types. Available when Condition is set to When the specified requirements are met, the step starts.
            Evaluation Flow Select When to Start the Step Specifies the flow that determines if the step can start. Available when Condition is set to When the specified evaluation flow returns True, the step starts.
            Action Select an Action to Run Specifies which autolaunched flow to run for a step.
            User Type Select Who to Run the Action As

            Determines the context that the step is run in.

            • Automated Process User
            • A Selected User
            • A User Specified by a Resources at Run Time
            User Select Who to Run the Action As Specifies the user to run the step as. Available when User Type is set to A Selected User.
            User Resource Select Who to Run the Action As Specifies a variable that at run time contains the user to run the step as. Available when User Type is set to A User Specified by a Resources at Run Time.

            Approval Steps

            Approval steps call screen flows and require user interaction.

            Field Section Description
            Label   Helps you identify the element on the canvas.
            API Name   Automatically populated if empty when you fill out the Label field and press TAB. The requirement for uniqueness applies only to elements and resources within the current flow approval process. Two items can have the same API name, provided they're used in different flow approval processes.An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can't end with an underscore. It also can't have two consecutive underscores.
            Description   Helps you remember what this resource does. When editing an element, appears after you click pencil icon.
            Condition Select When to Start the Step

            Identifies the method used to determine whether a step can be started.

            When the stage starts, the step starts
            The step starts when its stage starts.
            When another step is marked Completed, the step starts
            The step starts after another step is completed.
            When the specified requirements are met, the step starts
            The step starts when the specified requirements are met.
            When the specified evaluation flow returns True, the step starts
            The orchestration run associated with a parent approval submission runs a specified evaluation flow to determine if the step can be started. The orchestration run doesn’t start the step until the specified evaluation flow’s isOrchestrationConditionMet output variable returns true.
            Step Name Select When to Start the Step Specifies a step that must be marked completed before the current step can start. Available whenCondition is set to When another step is marked Completed, the step starts.
            Requirements to Start Step Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            All Requirements Are Met (AND)
            All specified requirements must be met for the stage to be started.
            Any Requirement Is Met (OR)
            Any of the specified requirements can be met for the stage to be started
            Custom Logic Is Met
            The specified requirement logic must be met for the stage to be started.
            Resource Select When to Start the Step The resource evaluated by this requirement. Available when Condition is set to When the specified requirements are met, the step starts.
            Operator Select When to Start the Step The operator to use to evaluate the resource. Available when Condition is set to When the specified requirements are met, the step starts.
            Value Select When to Start the Step The value to compare the specified resource to, using the specified operator. Resource and Value must have compatible data types. Available when Condition is set to When the specified requirements are met, the step starts.
            Evaluation Flow Select When to Start the Step Specifies the flow that determines if the step can start. Available when Condition is set to When the specified evaluation flow returns True, the step starts.
            Action Select an Action to Run Specifies which screen flow to run for a step.
            Approver Type Select the Approver

            Identifies the type of approver to assign the step to.

            • User
            • Group
            • Queue
            • Resource
            User Select the Approver The name of the user to assign the step to. Available when Approver Type is set to User.
            Group Select the Approver The name of the group to assign the step to. Available when Approver Type is set to Group.
            Queue Select the Approver The name of the queue to assign the step to. Available when Approver Type is set to Queue.
            Resource Select the Approver The API name of the variable that contains the username of the user, the API name of the public group, or the API name of the queue to assign the step to. At run time, the orchestration run associated with a flow approval process determines the type of assignee in the specified resource and dynamically resolves it. Available when Approver Type is set to Resource.
            Customize approver notification email Select the Approver Indicates whether to send the assigned approver a custom email notification when the approval work item associated with this step is created.
            Subject Select the Approver The subject text of the custom email or the API name of a text template that contains the subject text at run time.
            Body Select the Approver The body text of the custom email or the API name of a text template that contains the body text at run time.
            Record ID Select the Record to Approve Specifies the ID of the record to be approved where the Work Guide displays the screen flow to the assigned approver.
            Condition Select When to Complete the Step

            Identifies the method used to determine whether a step can be marked as completed.

            When the assigned user has completed the action, the step is marked Completed
            The step is marked Completed when someone has approved or rejected the approval work item associated with the step.
            When the specified requirements are met, the step is marked Completed
            The step is marked Completed when the specified requirements are met.
            When the specified evaluation flow returns True, the step is marked Completed
            The orchestration run associated with a parent approval submission runs a specified evaluation flow to determine if the step can be marked Completed. The orchestration run doesn’t mark the step Completed until the specified evaluation flow’s isOrchestrationConditionMet output variable returns true.
            Requirements to Start Step Select When to Complete the Step

            Determines the logic that evaluates whether the step can be marked as Completed.

            All Requirements Are Met (AND)
            All specified requirements must be met for the stage to be completed.
            Any Requirement Is Met (OR)
            Any of the specified requirements can be met for the stage to be completed
            Custom Logic Is Met
            The specified requirement logic must be met for the stage to be completed.
            Resource Select When to Complete the Step The resource evaluated by this requirement. Available when Condition is set to When the specified requirements are met, the step is marked Completed.
            Operator Select When to Complete the Step The operator to use to evaluate the resource. Available when Condition is set to When the specified requirements are met, the step is marked Completed.
            Value Select When to Complete the Step The value to compare the specified resource to, using the specified operator. Resource and Value must have compatible data types. Available when Condition is set to When the specified requirements are met, the step is marked Completed.
            Evaluation Flow Select When to Complete the Step Specifies the flow that determines if the step can be marked as completed. Available when Condition is set to When the specified evaluation flow returns True, the step is marked Completed.

            Step Statuses

            Step run Status Description
            Not Started The step hasn't met its entry condition.
            In Progress The step was started.
            Completed
            • The approval step met its exist condition
            • The background step's flow was completed.
            • The step was completed when its associated stage encountered an error.
            Discontinued
            • The step was in progress when its associated stage completed.
            • The step was in progress when the orchestration run associated with the approval submission encountered an error.
            • The step was in progress when its associated stage encountered an error.
            Error
            • The step encountered an error.
            • The autolaunched flow associated with a background step encountered an error.
            • The screen flow associated with an approval step encountered an error.
             
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