You are here:
Create a Step to Interact with Users
To assign a step in an orchestration to a person, group, or queue, create an interactive step. An orchestration run creates a work item for each interactive step that it executes.
Required Editions
| View supported editions for Flow Orchestration. |
| User Permissions Needed | |
|---|---|
| To open, edit, or create an orchestration in Flow Builder: | Manage Flow |
| To complete assigned work and resume a paused orchestration | Run Flows |
The User field for an interactive step’s assigned user includes internal users and credentialed Experience Cloud site visitors. Whenever you assign an interactive step to a user or a credentialed site visitor, ensure that they have the required access to the related record.
For an internal user to complete an interactive step, they must have access to the associated internal Salesforce Lightning record page. For a credentialed Experience Cloud site visitor to complete an interactive step, they must have access to the associated related record page in an Aura or LWR site.
To use Omni-Channel routing with Flow Orchestration, set up Omni-Channel and associate at least one queue with the Orchestration Work Item object. Then, to notify assigned users with the Omni-Channel widget based on your defined routing logic, assign an interactive step to a queue that’s associated with the Orchestration Work Item object.
Create, test, and activate the screen flow that your interactive step calls. If you use an evaluation flow to determine whether the interactive step can be started or completed, also create, test, and activate the evaluation flow.
When an orchestration runs and it starts an interactive step, it creates a work item. When the work item is created, the assignee receives a default email notification. You can customize the email notification when you configure the associated interactive step. To stop the orchestration from sending notification emails to assignees, select Stop Sending Orchestration Work Item Email Notifications. See Disable All Email Notifications for Work Item Assignments.
- Determine which stage to add the interactive step to.
- In the stage element, click + Add Step, and select Interactive Step.
- Enter a label, API name, and description.
-
(Optional) Under Select When to Start the Step, select a condition.
- To automatically start the step when the stage starts, select When the stage starts, the step starts.
- To start the step after another step is completed, select When another step is marked Completed, the step starts. Then enter the name of the step to be completed first.
- To specify up to 10 requirements to meet before the step can start, select When the specified requirements are met, the step starts. Then configure the requirements.
- To use complex requirements to determine when the step starts, select When the specified evaluation flow returns True, the step starts. Then select an active evaluation flow.
- Under Select an Action to Run, select an active screen flow to run for the step. Provide values or the API names of resources for the selected flow’s required inputs.
-
Under Select Someone to Complete the Action, select an assignment type.
- To specify a user, select User.
- To specify a regular public group, select Group.
- To specify a group that’s a queue, select Queue.
- To specify a resource that contains a user’s username, a group’s API name, or a queue’s API name when the orchestration runs, select Resource.
-
Specify the assigned user, group, or queue.
- If you selected User, search for the name of an internal user or a credentialed Experience Cloud site visitor, and select it from the list.
- If you selected Group, search for a group’s label, and select it from the list.
- If you selected Queue, search for a queue’s label, and select it from the list.
- If you selected Resource, select the API name of the variable that contains the assignee’s username, the group’s API name, or the queue’s API name when the orchestration runs.
Important Don’t select $User for Resource. The $User global variable evaluates to the system user when the orchestration is running in system context. An interactive step can’t be assigned to the system user. - (Optional) To send a custom email notification to assignees when an approval work item is created for this step, select Customize notification email. Create text templates for a personalized email subject and body and enter their API names for Subject and Body. Or enter text for the email’s subject and body.
-
(Optional) Under Select When to Complete the Step, select a condition.
- To complete the step when the assignee has completed the associated work item, select When the assigned user has completed the screen flow, the step is marked Completed.
- To specify up to 10 requirements to meet before the step is completed, select When the specified requirements are met, the step is marked Completed. Then configure the requirements.
- To use complex requirements to meet before the step is completed, select When the specified evaluation flow returns True, the step is marked Completed. Then select an evaluation flow that you’ve created, tested, and activated.
- Save your work.
