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            Step Flow Orchestration Resource

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            Step Flow Orchestration Resource

            Organize the work done in an orchestration stage.

            Required Editions

            View supported editions for Flow Orchestration.

            Orchestrations have background steps and interactive steps.

            Note
            Note The Step resource in Flow Orchestration isn't related to the discontinued Step element in flows.

            Background Steps

            Background steps call autolaunched flows and run without user interaction. At run time, the orchestration run automatically determines whether the autolaunched flow runs synchronously or asynchronously.

            Field Section Description
            Label   Helps you identify the element on the canvas.
            API Name   Automatically populated if empty when you fill out the Label field and press TAB. The requirement for uniqueness applies only to elements and resources within the current orchestration. Two items can have the same API name, provided they're used in different orchestrations. An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can’t end with an underscore. It also can’t have two consecutive underscores.
            Description   Helps you remember what this resource does. When editing an element, appears after you click pencil icon.
            Condition Select When to Start the Step

            Identifies the method used to determine whether a step is ready to start.

            When the stage starts, the step starts
            The step starts when its stage starts.
            When another step is marked Completed, the step starts
            The step starts after another step is completed.
            When the specified requirements are met, the step starts
            The step starts when the specified requirements are met.
            When the specified evaluation flow returns True, the step starts
            The orchestration runs a specified evaluation flow to determine if the step can be started. The orchestration run doesn’t start the step until the specified evaluation flow’s isOrchestrationConditionMet output variable returns true.
            Step Name Select When to Start the Step Specifies a step that must be marked completed before the current step can start. Available whenCondition is set to When another step is marked Completed, the step starts.
            Requirements to Start Step Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            All Requirements Are Met (AND)
            All specified requirements must be met for the stage to be started.
            Any Requirement Is Met (OR)
            Any of the specified requirements can be met for the stage to be started
            Custom Logic Is Met
            The specified requirement logic must be met for the stage to be started.
            Requirement Logic Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            • Condition is set to When the specified requirements are met, the step starts.
            • Requirements to Start Step is set to Custom Logic Is Met.
            Resource Select When to Start the Step The resource evaluated by this requirement. Available when Condition is set to When the specified requirements are met, the step starts.
            Operator Select When to Start the Step The operator to use to evaluate the resource. Available when Condition is set to When the specified requirements are met, the step starts.
            Value Select When to Start the Step The value to compare the specified resource to, using the specified operator. Resource and Value must have compatible data types. Available when Condition is set to When the specified requirements are met, the step starts.
            Evaluation Flow Select When to Start the Step Specifies the flow that determines if the step can start. Available when Condition is set to When the specified evaluation flow returns True, the step starts.
            Action Select an Action to Run Specifies which autolaunched flow to run for a step.
            User Type Select Who to Run the Action As

            Determines the context that the step is run in.

            • Automated Process User
            • A Selected User
            • A User Specified by a Resources at Run Time
            User Select Who to Run the Action As Specifies the user to run the step as. Available when User Type is set to A Selected User.
            User Resource Select Who to Run the Action As Specifies a variable that at run time contains the user to run the step as. Available when User Type is set to A User Specified by a Resources at Run Time.

            Interactive Steps

            Interactive steps call screen flows and require user interaction.

            Field Section Description
            Label   Helps you identify the element on the canvas.
            API Name   Automatically populated if empty when you fill out the Label field and press TAB. The requirement for uniqueness applies only to elements and resources within the current orchestration. Two items can have the same API name, provided they're used in different orchestrations. An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can’t end with an underscore. It also can’t have two consecutive underscores.
            Description   Helps you remember what this resource does. When editing an element, appears after you click pencil icon.
            Condition Select When to Start the Step

            Identifies the method used to determine whether a step can be started.

            When the stage starts, the step starts
            The step starts when its stage starts.
            When another step is marked Completed, the step starts
            The step starts after another step is completed.
            When the specified requirements are met, the step starts
            The step starts when the specified requirements are met.
            When the specified evaluation flow returns True, the step starts
            The orchestration runs a specified evaluation flow to determine if the step can be started. The orchestration run doesn’t start the step until the specified evaluation flow’s isOrchestrationConditionMet output variable returns true.
            Step Name Select When to Start the Step Specifies a step that must be marked completed before the current step can start. Available whenCondition is set to When another step is marked Completed, the step starts.
            Requirements to Start Step Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            All Requirements Are Met (AND)
            All specified requirements must be met for the stage to be started.
            Any Requirement Is Met (OR)
            Any of the specified requirements can be met for the stage to be started
            Custom Logic Is Met
            The specified requirement logic must be met for the stage to be started.
            Resource Select When to Start the Step The resource evaluated by this requirement. Available when Condition is set to When the specified requirements are met, the step starts.
            Operator Select When to Start the Step The operator to use to evaluate the resource. Available when Condition is set to When the specified requirements are met, the step starts.
            Value Select When to Start the Step The value to compare the specified resource to, using the specified operator. Resource and Value must have compatible data types. Available when Condition is set to When the specified requirements are met, the step starts.
            Evaluation Flow Select When to Start the Step Specifies the flow that determines if the step can start or be marked complete. Available when Condition is set to When the specified evaluation flow returns True, the step starts. Also available when Condition is set to When the specified evaluation flow returns True, the step is marked Completed.
            Action Select an Action to Run Specifies which screen flow to run for a step.
            Assignee Type Select Someone to Complete the Action

            Identifies the type of assignee to assign the step to.

            • User
            • Group
            • Queue
            • Resource
            User Select Someone to Complete the Action The name of the user to assign the step to. Available when Assignee Type is set to User.
            Group Select Someone to Complete the Action The name of the group to assign the step to. Available when Assignee Type is set to Group.
            Queue Select Someone to Complete the Action The name of the queue to assign the step to. Available when Assignee Type is set to Queue.
            Resource Select Someone to Complete the Action The API name of the variable that contains the username of the user, the API name of the public group, or the API name of the queue to assign the step to. At run time, the orchestration run associated determines the type of assignee in the specified resource and dynamically resolves it. Available when Assignee Type is set to Resource.
            Customize approver notification email Select Someone to Complete the Action Indicates whether to send the assignee a custom email notification when the orchestration work item associated with this step is created.
            Subject Select Someone to Complete the Action The subject text of the custom email or the API name of a text template that contains the subject text at run time.
            Body Select Someone to Complete the Action The body text of the custom email or the API name of a text template that contains the body text at run time.
            Related Record ID Select Where to Complete the Action Specifies the ID of the record where the Work Guide displays the screen flow to the assigned user.
            Condition Select When to Complete the Step

            Identifies the method used to determine whether a step can be marked as completed.

            When the assigned user has completed the action, the step is marked Completed
            The step is marked Completed when someone has completed the orchestration work item associated with the step.
            When the specified requirements are met, the step is marked Completed
            The step is marked Completed when the specified requirements are met.
            When the specified evaluation flow returns True, the step is marked Completed
            The orchestration runs a specified evaluation flow to determine if the step can be marked Completed. The orchestration run doesn’t mark the step Completed until the specified evaluation flow’s isOrchestrationConditionMet output variable returns true.
            Requirements to Start Step Select When to Complete the Step

            Determines the logic that evaluates whether the step can be marked as Completed.

            All Requirements Are Met (AND)
            All specified requirements must be met for the stage to be completed.
            Any Requirement Is Met (OR)
            Any of the specified requirements can be met for the stage to be completed
            Custom Logic Is Met
            The specified requirement logic must be met for the stage to be completed.
            Resource Select When to Complete the Step The resource evaluated by this requirement. Available when Condition is set to When the specified requirements are met, the step is marked Completed.
            Operator Select When to Complete the Step The operator to use to evaluate the resource. Available when Condition is set to When the specified requirements are met, the step is marked Completed.
            Value Select When to Complete the Step The value to compare the specified resource to, using the specified operator. Resource and Value must have compatible data types. Available when Condition is set to When the specified requirements are met, the step is marked Completed.
            Evaluation Flow Select When to Complete the Step Specifies the flow that determines if the step can be marked as completed. Available when Condition is set to When the specified evaluation flow returns True, the step is marked Completed.

            MuleSoft Steps

            MuleSoft steps call operations imported from a MuleSoft API and run without user interaction. The actions called by a MuleSoft step run asynchronously.

            Field Section Description
            Label   Helps you identify the element on the canvas.
            API Name   Automatically populated if empty when you fill out the Label field and press TAB. The requirement for uniqueness applies only to elements and resources within the current flow approval process. Two items can have the same API name, provided they're used in different flow approval processes.An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can't end with an underscore. It also can't have two consecutive underscores.
            Description   Helps you remember what this resource does. When editing an element, appears after you click pencil icon.
            Condition Select When to Start the Step

            Identifies the method used to determine whether a step is ready to start.

            When the stage starts, the step starts
            The step starts when its stage starts.
            When another step is marked Completed, the step starts
            The step starts after another step is completed.
            When the specified requirements are met, the step starts
            The step starts when the specified requirements are met.
            When the specified evaluation flow returns True, the step starts
            The orchestration run associated with a parent approval submission runs a specified evaluation flow to determine if the step can be started. The orchestration run doesn’t start the step until the specified evaluation flow’s isOrchestrationConditionMet output variable returns true.
            Step Name Select When to Start the Step Specifies a step that must be marked completed before the current step can start. Available whenCondition is set to When another step is marked Completed, the step starts.
            Requirements to Start Step Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            All Requirements Are Met (AND)
            All specified requirements must be met for the stage to be started.
            Any Requirement Is Met (OR)
            Any of the specified requirements can be met for the stage to be started
            Custom Logic Is Met
            The specified requirement logic must be met for the stage to be started.
            Requirement Logic Select When to Start the Step

            Determines the logic that evaluates whether the step can be started.

            • Condition is set to When the specified requirements are met, the step starts.
            • Requirements to Start Step is set to Custom Logic Is Met.
            Resource Select When to Start the Step The resource evaluated by this requirement. Available when Condition is set to When the specified requirements are met, the step starts.
            Operator Select When to Start the Step The operator to use to evaluate the resource. Available when Condition is set to When the specified requirements are met, the step starts.
            Value Select When to Start the Step The value to compare the specified resource to, using the specified operator. Resource and Value must have compatible data types. Available when Condition is set to When the specified requirements are met, the step starts.
            Evaluation Flow Select When to Start the Step Specifies the flow that determines if the step can start. Available when Condition is set to When the specified evaluation flow returns True, the step starts.
            Action Select an Action to Run Specifies which operation imported from a MuleSoft API to run for a step.
            User Type Select Who to Run the Action As

            Determines the context that the step is run in.

            • Automated Process User
            • A Selected User
            • A User Specified by a Resources at Run Time
            User Select Who to Run the Action As Specifies the user to run the step as. Available when User Type is set to A Selected User.
            User Resource Select Who to Run the Action As Specifies a variable that at run time contains the user to run the step as. Available when User Type is set to A User Specified by a Resources at Run Time.

            Step Status

            Step run Status Description
            Not Started The step hasn't met its entry condition.
            In Progress The step was started.
            Completed
            • The interactive step met its exit condition.
            • The background step's flow was completed.
            • The step was completed when its associated stage encountered an error.
            Discontinued
            • The step was in progress when its associated stage completed.
            • The step was in progress when the orchestration encountered an error.
            • The step was in progress when its associated stage encountered an error.
            Error
            • The step encountered an error.
            • The autolaunched flow associated with a background step encountered an error.
            • The screen flow associated with an interactive step encountered an error.
            • The MuleSoft action associated with a MuleSoft step encountered an error.
             
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