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Step Common Features

The individual steps you can add to a guide or process determine the execution path and options.

Every step has a title, which displays in the canvas as you design a guide or process.

For screen steps, the title is the prompt. Choose a title that helps the user understand the purpose of the step.

The way in which you set the data used in a step is by setting its source to a content, field, screen, query, or formula.

As you create a step, press Preview
to review how Process Designer displays the current step.

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