Steps are the activities within a process. There are several different types of steps as listed in the following table:
Step | Process type | Description |
Stage | Classic workflow, Action | Stages make the logic easier to read. Stages do not affect the logic or behavior of workflows. They allow the steps to be collapsed when viewing a process to gain a higher-level view of the process logic. |
Check Condition | Classic workflow, Action | Logic with the if-then statement. You can check values for the record that the workflow is running on, any of the records linked to that record in a many-to-one relationship, or any records created in earlier steps. If the statement is true, you add steps underneath the check condition. |
Conditional Branch | Classic workflow, Action | Branching logic with an else-if statement. You can add a conditional branch to an existing check condition to add steps underneath the conditional branch when the check condition is false. |
Default Action | Classic... |