Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Service Step

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
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.


Updated February 11, 2021