Orchestrate
This section lists the terms and their definitions for the Orchestrate application.
Definition
The definition is a container that holds process steps and forms a template for a process.
Definition conditions
Definition conditions determine which definition is initiated when the condition set matches the process record.
Definition initiators
Automate processes by monitoring objects for insert and update operations.
Deletable
Determines whether steps created can be deleted.
Delay creation
Steps are created after a set period once step creation conditions have been fulfilled; for example, create a step today at 18:00.
Parent stage
If a step has a parent stage, all parent stage steps must be completed before the step is created.
Parent step
If a step has a parent step, the parent step must be completed before this step is created.
Process object
A process object is an object used to run processes. Standard and custom objects can be used as process objects.
Recurring business
Execute any business process you define on a recurring basis.
Stage
A stage is a group of steps. All steps in a stage must be completed (or have conditions that prevent their creation while also being set to "Ignore in Stage Completion") before steps that follow it (called "child steps") can execute.
Status option
Determines the status of open steps.
Step creation condition
Step creation conditions enable you to conditionally determine whether or not a step is created. This step is created only after the designated step creation conditions are fulfilled.
Step validation rules
Use step validation rules to prevent a step’s completion when the configured validation rule(s) are true.
Steps
Definitions contain multiple steps. At each step, a record is created, an email is sent, field(s) are updated, the document is generated, API callouts sent, and more.
