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Process Steps

A Step is an individual step in a process. Collectively, these steps drive the process to completion. At each step, you define what happens (create a record, send an email, or generate a document), who is responsible, and when it is due. Each step is related to one Process Definition.

A Step can be one of several types:

As you choose the various Step Types in the picklist, the Step Edit page will update to show the applicable, editable fields for the chosen type.

The following additional options can be added to a Create Record step to manage status:

The following information relates to steps:

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