Adding a step to a process
Add a step to a process to define a task that a user, your application, or an external application performs to move a case closer to resolution.
The following step types are supported:
- Collect information
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Assigns a task, which you define in a form with fields, to a user or work queue.
- Approve/Reject
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Assigns a task to a user, typically a manager, to review case information and then decide whether the case is approved.
You can customize the form for this task.
- Processes
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Calls another process, or flow, from the current process.
- User actions
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Assigns a predefined task to a user or work queue, such as adjusting goal and deadline or changing stage.
- Automations
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Provides preconfigured functionality, such as sending an email or creating a case.