About Process Steps

A Step is an individual step in a process. Collectively, these steps drive the process to completion. At each step, you define what happens (create a record, send an email, or generate a document), who is responsible, and when it is due. Each step is related to one Process Definition.

A Step can be one of several types:

• Create Record
• Send Email
• Generate Document
• Event Placeholder
• Record Update
• API Callout
• Post to Chatter

As you choose the various Step Types in the picklist, the Step Edit page will update to show the applicable, editable fields for the chosen type.

The following additional options can be added to a Create Record step to manage status:

• Manage Status of a Step with a Checklist
• Manage Status of a Step with an Approval

The following information relates to steps:

• Delayed Steps - Delay the creation of the step
• Assignee Types - Multiple options to dynamically assign steps.
• Creation Conditions - Conditionally create steps based on conditions you set.
• Field Validations - Prevent a process from continuing until the conditions you specify are met.