About Steps

Last Updated: 05/16/2018 Introduced in Version:

Overview

Steps are the discrete points of action within a Flow. They are graphical representations of code; each Step does something to contribute to the goal. In Decisions, there is a ready-made library of over 2000 Steps. Examples include Send Email, Create Data, Show Form, and much, much more.

Steps are sequential, meaning they interact within a series. A Flow moves in sequence from the Start Step to the End Step, triggering each Step between in order. This is a simple concept but it is critical to designing effective Flows. For example, if you want to add two numbers and display their sum in a Show Form Step, you would need to place an Add Step first. When the Flow runs, the Add Step will execute first, creating the data (in this case the sum of the numbers) to be displayed in the Show Form Step.

 

In the Flow Designer, the library of ready-made Steps is located on the right side in the Steps tab.

 

Adding Steps to a Flow

In the Flow Designer, add Steps by opening the Steps tab on the right then dragging a Step onto the workspace. You can also click the arrow on an outcome path to add a Step to that path.

 

Configuring Steps

Almost all Steps have properties that need to be configured for the Step to do what you want. For example, a Send Email step needs to be configured with a From address, To address, Subject line, Body, etc. In the Flow Designer, these properties are configured on the right side in the Properties tab.

 

 

You can open properties for a specific Step by clicking on it then clicking on the Properties tab. You can also double-click a Step directly to open the Edit Step dialog.

 

 

 

 

 

Additional Resources