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Service Step

Use a Service step to connect to an external service, a system service, or a process.

When you add a Service step, you need to configure the Service Type, Connection, and Action.

The following table describes the Service step properties:

Property	Description
General	The name of the Service step. The name can contain only alphanumeric characters, underscores (_), spaces, and Unicode characters.
Service Type	The connection, process, or system service you add to the process. Select from a list of existing tasks. You must have an existing item to add to the guide. You cannot create an item when you use the Service step.
Connection	The connection to the service connector.
Action	The action contained within the connection.

The following image shows a Service step with the Salesforce connection selected:

This image shows a the properties section of a Service step. A Salesforce connection with the Submit For Approval action is selected.

Input Fields

The

Input Fields

section shows the names of input fields that are most often used when using this kind of step. For Service steps that create objects, the input fields shown are the fields that are most frequently needed when the object is created. (If you do not need a field and it is optional, you can delete it.) You can choose additional (optional) input fields from the list.

Use the delete icon to remove a field. This removes input fields that you do not want to pass to the Service step. Some fields are required and cannot be deleted.

Adding Guide Steps

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