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

Setting Data in Steps

Setting Data in Steps

Some steps that you will create ask users to enter information before the step's actions occur. Examples include Service and Create. In contrast, other steps already have the information they need when they begin executing. If the step has the information it needs, the action occurs automatically and the user doesn't see it. Instead, the user sees the step that follows. Although this topic uses a Create step as an example, there is no difference setting data in other kinds of steps
In the step properties section, you can see information about the fields associated with the action or object. If an entity or object is not selected, no data appears in the Information tab.
This section lists all of the fields that can supply data when this step creates an opportunity object. The fields that you will actually be using are named and set within the Input tab.


Updated February 11, 2021