Flow shapes

A shape in a flow represents a task that a user or application completes as part of a business process. By connecting different types of shapes in a flow, you can define the path that a case follows from creation to resolution.

The following table describes all supported flow shapes. Some shapes are not available for screen flows or flows that you update in the case life cycle instead of the Flow form.

Name	Description	Icon
Annotation	Adds notes or comments to the flow without affecting how the flow runs.
Approval	Routes a case to one or more reviewers, based on a user name, reporting structure, or authority matrix.
Assign to robot queue	If you are using Robotic Process Automation (RPA),requests a robotic virtual machine (VM) to run a specific automation
Assignment	Creates a task in a work queue or worklist so that a user can provide input to the flow.
Assignment Service	Synchronously connects your application to an external system to send or receive data and waits for a response before moving to the next step in the flow.
Attach Content	Attaches a file, URL, or note to a case.
Change Stage	Moves the case to a different stage in the life cycle.
Create case	Creates a top-level case or one or more child cases.
Create PDF	Creates a PDF file from a specified section and attaches it to the case.
Decision	Evaluates an expression or calls a rule, such as a decision tree, to determine which step is next in the flow progression.
Duplicate Search	Returns a list of cases that match the search criteria that are defined in the case type.
End	Designates the end of flow processing.
Integrator	Asynchronously connects your application to an external system to send or receive data and does not wait for a response before moving to the next step in the flow.
Load data page	Asynchronously starts loading a data page to reduce the time that a screen takes to load the data page.
Persist Case	Converts a temporary case to a permanent object in the database.
Post to Pulse	Creates a message that is sent to the Pulse social stream.
Push Notification	Sends a notification to an iOS or Android mobile device to indicate that an action is required by the user.
Question	Asks the user to answer a simple question, based on the format that you provide.
Question Page	Asks the user to answer a group of related questions.
Run Data Flow	Runs a single-case data flow that makes decisions or captures responses.
Save Data Page	Saves the data in a savable data page to a system of record.
Send Email	Sends an email to one or more work parties.
Send Notification	Sends a notification to users over one or more channels based on the logic defined in a notification rule.
Send via DocuSign	Sends documents for electronic signatures by using the DocuSign service.
Split For Each	Performs the same operation for each item in a list.
Split Join	Sends the case to two or more other flows, both of which must finish before the current flow resumes.
Start	Designates the start of flow processing.
Subprocess	Calls another flow from the current flow.
Survey	Asks the user to take a survey, based on the format that you provide.
Swimlane	Identifies a group of shapes that are associated with the same organizational unit.
Update a Case	Updates the case or all child cases and descendants.
Utility	Runs an activity to perform processing that does not require user input.
Wait	Pauses an assignment for a specified length of time or until one or more cases reach a specific status.