A Screen step has two primary functions:

Here is a step that presents what a sales rep would say to a prospect:

This screen shows the sales rep a question that should be asked. At the bottom of the screen, the rep sees the text entered in the

Prompt

field and a button for each of four possible answers:

After creating a Screen step, Process Designer creates a branch for each answer. In the following image, the guide has three answers. Initially, the branches converge at the diamond:

More typical guides take each branch and add steps to it. In the following image, two steps flow into an End step and one proceeds to a Jump step:

The following figure shows a Screen step with some data added to its canvas. Two lists appear in the editor:

Insert Read-Only Field

and

Insert Field for Update

. Each contains fields that Process Designer can display when it executes the step. An updateable field shows the current value of a field on the screen. However, users can modify this value. When users modify an updateable field, the new value is stored into your application as soon as they click on any of the

Answer

buttons. Here's an example containing seven read-only fields:

Updateable fields can be displayed as a box into which users type text.

You can click within a field's text box to display and edit the field properties.

You can use the

Reorder

button at the bottom of the dialog to change the order in which the screen editor displays branches. Sometimes, rearranging the order can make the step's action clearer.