Assigned orchestration work items appear directly on record pages in the Orchestration
Work Guide component. Sort items by date, prioritize tasks, and track completion
status.
The Orchestration Work Guide shows assigned orchestration work items on the record page of
their related record.
Go to a record that you have assigned work items for.
To sort orchestration work items in the Orchestration Work Guide, click and then select how you want to sort your assigned work.
To filter shown orchestration work items in the Orchestration Work Guide, click , and enter the term to search for.
The Orchestration Work Guide lists only those work items with labels that
include the specified search term.
To complete a work item:
In the Orchestration Work Guide, click for the item you want to complete.
The screen flow opens in the Orchestration Work Guide.
After you’ve finished the screen flow, click Finish.
The work item status changes to Completed. If configured to open the next
work item, the Orchestration Work Guide opens the next work item from the same
orchestration run. Otherwise, the component shows a refreshed list of work
items.
If you select an item that you don’t want to complete, click , and then click OK.
You return to the list of work items in the Orchestration Work
Guide.
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