A step is a basic element in a process that defines a task to be carried. A process can have several steps.

Supported step types

The following step types are supported:

Run a task

The Run a task step type allows you to run a specific task, such as Send an email. For a complete list of types, see Supported task types.

In the following example, the Send welcome email step runs a task named Send an email against the data provided to the process, such as a new employee record.

Run a data action

The Run a data action step type allows you to perform a data change action on your app, including one of the following:

  • Add new rows: Add rows to the selected table.

  • Delete row: Delete the current row.

  • Set row values: Set values for specific columns using the Expression Assistant. To add additional columns, click Add.

  • Run actions on rows - Run the selected action on one or more rows in the selected table. Specify the rows using the Expression Assistant.

  • Grouped actions - Run a group of actions. To add actions, click Add.

Branch on a condition

The Branch on a condition step type allows you to implement conditional logic in your process. For example, if <condition> , then <do step>, else <do another step>. The condition value can be any valid expression.

Wait for a condition

The Wait for a condition step type allows the process to pause execution until the condition evaluates to true, at which point the process resumes execution.

Note: Currently the condition checks work against data changes only. Wait conditions involving non-data changes such as time or date functions (for example, current time > 9:00 AM) are not supported.

Call a process

The Call a process step type allows you to invoke another process within the same application. You can pass data to the process being invoked using literal values or expressions.

Select one of the following options to process the input:

  • Add: A new row will be created using the data you supply. If another row exists with the same key, that row will be updated and used.

  • Lookup: The row will be retrieved using the key. Any additional columns will be used to update the row. (Only non-composite keys are supported.)

Return values

The Return values step type allows you to return specific values from within your current process. Typically its the last step in your process. The return values are accessible to the process that calls your current process via the Call a process step.

You might want to have a parent process invoke a child process, and use the return value of the child process to determine the next steps to be performed.

For example, a child process contains a Return values step that returns two values ApprovalAmount and ApprovalDecision, as shown below:

The parent process calls the child process using the Call a process step and references the ApprovalReason value from the child process using the expression [Send for approval].[ApprovaReason], as shown below.

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