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Automate Your Business Processes with Salesforce Flow
Make Assigned Work Items Accessible on a Record Page

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Make Assigned Work Items Accessible on a Record Page

Add the Orchestration Work Guide component to the record page layouts for record types referenced by interactive steps. Configure the component so that assigned users can access and complete their work items.

Required Editions

View supported editions for Flow Orchestration.
User Permissions Needed
To create and save Lightning pages in the Lightning App Builder: Customize Application
  1. To add the component to a page layout for a record type associated with an interactive step, click [Gear icon], and then select Edit Page.
  2. To create a page layout, from Setup, in the Quick Find box, enter App Builder, and then select Lightning App Builder.
    1. Click New
    2. Select Record Page, and then click Next.
    3. Give your record page a label, and then click Next.
      The label can be up to 80 characters.
    4. Select a page template, and click Finish.
  3. Under Components, drag Orchestration Work Guide onto the page layout.
    1. (Optional) For Title, enter a name for the component to show users at run time.
    2. (Optional) For Sort Order, select the default sort order for work items.
    3. (Optional) To show the orchestration run name for each work item, select Show Orchestration Run Name.
    4. (Optional) To show the orchestration stage name for each work item, select Show Orchestration Stage Name.
    5. (Optional) To show the orchestration step name for each work item, select Show Orchestration Step Name.
    6. (Optional) To hide the component when the user has no assigned work items, select Hide Work Guide When Empty.
    7. (Optional) To open the next work item from the same orchestration run after a user completes a work item, select Automatically Open Next Work Item.
      The default behavior is that the component shows a refreshed list of work items after a user completes a work item.
  4. Save your work.
  5. If the page layout isn’t activated, the Page Saved window appears and asks to activate the page.

Activate your orchestration.

 
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