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          Manage Orchestrations and Work Items

          Manage Orchestrations and Work Items

          Manage orchestrations and work items with list views. Cancel or suspend a running orchestration. Resume an orchestration run that failed within the previous 14 days because of an error in an action or flow called by a step. Or resume an orchestration run that was manually suspended. Reassign work items that have been assigned, but not completed.

          • View All Orchestration Work Items
            Use the All Work Items list view to see all work items. Use the All Open Orchestration Work Items list view to see all assigned but not completed work items. Assigned users can see and access only their pending work items in the All Open Orchestration Work Items list view.
          • View Orchestrator Work Items on Records
            Assigned orchestration work items appear directly on record pages through the Work Guide component. Sort items by date, prioritize tasks, and track completion status with automatic list updates.
          • View Orchestration Runs
            Use the Orchestration Runs list view to see all in-progress, canceled, and completed orchestration runs in your org. Access orchestration details and history through the orchestration runs list view.
          • Reassign an Orchestration Work Item
            Reassign an assigned work item to a different user, group, or queue.
          • Disable All Email Notifications for Work Item Assignments
            By default, an orchestration sends an email notification when an orchestration work item is assigned or reassigned to a user, group, or queue. Disable all work item notifications to stop sending emails to internal users and credentialed Experience Cloud site visitors.
          • Control Orchestration Work Item Email Notifications for Queue Members
            Control who is sent orchestration work item email notifications when an interactive step is assigned to a queue.
          • Suspend an In-Progress Orchestration
            Suspend an orchestration run to wait until you’re ready to continue. When you suspend a running orchestration, the current stage is also suspended. In-progress steps continue to run, but no new steps are started. If an in-progress step has output, it’s stored so it can be processed when the orchestration is resumed.
          • Resume a Suspended Orchestration
            Resume a suspended orchestration run to continue its processing. When a suspended orchestration run is resumed, the suspended stage is also resumed. When the orchestration run is resumed, it evaluates the status of in-progress steps and updates the step status where appropriate. Stored outputs from steps that were in progress when the orchestration run was suspended are processed.
          • Resume a Failed Orchestration
            When an orchestration run failed within the previous 14 days because of an error in an action called by a step, you can fix the error and resume the orchestration.
          • Cancel a Running Orchestration
            Cancel an in-progress orchestration from the orchestration runs list view.
          • View Orchestration Dependencies in the Automation App
            Orchestrations rely on flows to run steps and evaluate complex conditions. To understand the relationships between an orchestration and its referenced flows, view the Usage tab of the Orchestration Version page in the Automation app.
          • Use Orchestration Reports
            Use sample Flow Orchestration reports to track orchestration usage. Sample reports include Orchestration Runs, Orchestration Stage Runs, Orchestration Step Runs, Orchestration Work Items, and Orchestration Run Logs. These sample reports are based on the Orchestration Runs Spring ’24, Orchestration Stage Runs Spring ’24, Orchestration Step Runs Spring ’24, Orchestration Work Items Spring ’24, and Orchestration Run Logs Spring ’24 custom report types.
          • Orchestration Statuses and Milestones
            Each part of an orchestration has a status assigned when an orchestration runs.
           
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