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Define Requirements for Stages and Steps in an Orchestration
Use requirements to resume an orchestration when a record changes. Define up to 10 requirements to determine when a step is ready to start or when to mark an interactive step or stage complete.
Required Editions
| View supported editions for Flow Orchestration. |
| User Permissions Needed | |
|---|---|
| To open, edit, or create an orchestration in Flow Builder: | Manage Flow |
Before you begin, add a Stage element to your orchestration or a Step resource to a stage.
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In the Properties panel, select the condition that allows you to create up to 10
requirements to start a step or complete a stage or interactive step.
To Use Requirements to Select Start a step When the specified requirements are met, the step starts Complete a step When the specified requirements are met, the step is marked Completed Complete a stage When the specified requirements are met, the stage is marked Completed -
Set up the logic for the requirements.
Option Behavior for Requirements All Requirements Are Met If one of the requirements is false, then the requirements aren’t met. Any Requirement Is Met If one of the requirements is true, then the requirements are met. Custom Requirement Logic Is Met When you select this option, provide the requirement logic by entering up to 1000 characters. Use:
- Numbers to refer to each requirement
- AND, OR, or NOT to identify which combination of requirements must be true
- Parentheses to group parts of the string together
If you enter AND, it’s the same as if you selected All Requirements Are Met. If you enter OR, it’s the same as if you selected Any Requirement Is Met. If you enter any other logic, make sure that you include a number for each requirement.
For example, for 1 AND NOT(2 OR 3), the flow evaluates whether the first requirement is
trueand neither the second nor third condition istrue. -
Define up to 10 requirements.
A change to a record referenced in a requirement can trigger the orchestration to evaluate the status of the current stage and the outstanding steps within it. Some requirement resources don't trigger condition evaluations.
Column Header Description Resource - Select an orchestration resource
- Select a variable
- Select a record variable field
- Select automatic output from a step.
- Select a Stage element's status
- Select a Step resource's status.
- For record-triggered orchestrations, select the $Record global variable.
- Select a global variable.
Operator The available operators depend on the data type selected for Resource and work the same as operators used for Decision elements. See Flow Orchestration Operators in Decision Elements. Value Resource and Value in the same row must have compatible data types.
- Select an orchestration resource, such as a variable or automatic output from a step.
- Select a global constant
- Select a global variable.
- Enter a literal value.
When you add or subtract a number from a date value, the date adjusts in days, not hours.
- Select an orchestration resource
