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            View Orchestrator Work Items on Records

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            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.

            Required Editions

            View supported editions for Flow Orchestration.
            User Permissions Needed
            To run a flow: Run Flows

            Assigned orchestration work items are shown in the Work Guide on the record page of their associated record.

            1. Go to a record that you have assigned work items for.
            2. To sort orchestration work items in the Work Guide, click Sort and then select how you want to sort your assigned work.
            3. To filter displayed orchestration work items in the Work Guide, click Search, and enter the term to search for.
              The Word Guide lists only those work items with labels that include the specified search term.
            4. To complete a work item:
              1. In the Work Guide, click Expand for the item you want to complete.
                The screen flow opens in the Work Guide.
              2. After you’ve finished the screen flow, click Finish.
                The work item status is set to Completed, and you’re returned to the refreshed list of work items in the Work Guide.
              3. If you select an item that you don’t want to complete, click Back, and then click OK.
                You return to the list of work items in the Work Guide.

            See Also

             
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            Salesforce Help | Article