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Creating an Embedding Guide

This topic show how to create a small embedding guide; that is, it describes creating a guide into which another guide will be embedded. Here is the definition of this guide:

The steps within this guide perform the following actions:

Display a step that describes what is about to happen. This step has no content. Instead, it just has text that gives instructions. After users read the instructions, they press a button and move to the Embedded step.

The user types a number within the Embedded
step, the embedded step executes, and then returns.

The embedded branch's End/Milestone Step
dictates the path that this guide takes.

The guide ends with its own End Step/Milestone Step
.

In this example, the embedding guide acquires information from the embedded guide. This means that you will need to know the following about the embedded guide:

Its input fields

Its output fields

Its possible outcomes

The steps displays the following properties:

Look at the sections of this dialog:

My Embedded Guide
is the name of this guide. This guide applies to
Leads, which means this embedded guide has access to Lead information. (Using the controls within the Applies To
area is discussed later in this topic.)

The Input Fields
area shows that you need to add four fields. These four fields appear on all insert fields picklists.

Note
: If the embedding guide passes a field as input, an update to it within this embedded guide also updates the field in the embedding guide once the embedded guide finishes.

The Possible Outcomes
area shows you the outcomes that can be assigned to end steps within the embedded guide. Each outcome has its own branch in the embedding step in the same way that each answer within a screen step has its own branch.

The Output Fields
area identifies the information that the embedded guide returns to the embedding guide. All steps after the Embedded Guide step (in the embedding guide) will see these fields. Said in a slightly different way, when you access fields in any step before the Embedded Guide
step, you will not see any output fields. However, they are shown in field picklists and can be used after the embedded step finishes.

In the Embedded Guide
step, if you select Screen
as the source of the "Number 1" input field, Process Designer adds a "Number 1" button to the input screen so that you can add it in the Input Screen.

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Creating an Embedding Guide

Creating an Embedding Guide