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Flow shapes

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A shape in a flow represents a task that a user or application completes as part of a business process. By connecting different types of shapes in a flow, you can define the path that a case follows from creation to resolution.

The following table describes all supported flow shapes. Some shapes are not available for screen flows or flows that you update in the case life cycle instead of the Flow form.

Flow shapes of the Automations category are available only for flows that belong to a Work- class and its subclasses. If you configure a flow that belongs to a Data- or Rule- class, the number of available automation shapes is restricted.
Name Description Icon
Annotation Adds notes or comments to the flow without affecting how the flow runs.

Approval Routes a case to one or more reviewers, based on a user name, reporting structure, or authority matrix.

Assignment Creates a task in a work queue or worklist so that a user can provide input to the flow.

Change Stage Moves the case to a different stage in the life cycle.

Create case Creates a top-level case or one or more child cases.

Decision Evaluates an expression or calls a rule, such as a decision tree, to determine which step is next in the flow progression.

End Designates the end of flow processing.

Load data page Asynchronously starts loading a data page to reduce the time that a screen takes to load the data page.
Post to Pulse Creates a message that is sent to the Pulse social stream.

Push Notification Sends a notification to an iOS or Android mobile device to indicate that an action is required by the user.
Save Data Page Saves the data in a savable data page to a system of record.

Send Email Sends an email to one or more work parties.

Start Designates the start of flow processing.

Subprocess Calls another flow from the current flow.

Wait Pauses an assignment for a specified length of time or until one or more cases reach a specific status.
  • Types of processes (flows)

    You can create different types of processes, or flows, based on the shapes or steps that you choose or way that you integrate your process with the case life cycle. By understanding what distinguishes one flow type from another, you can select the configuration options that meet your business needs.

  • Types of assignments

    Each assignment in a flow has a type based on the standard activity that creates the assignment. You select a standard activity when you define the routing options for an assignment in a flow diagram or the life cycle of a case.

  • Annotating a flow

    You can use the Annotation shape to add notes and comments to your flow. By documenting the functionality of a flow, you can share information with other developers.

  • Keyboard shortcuts for flows

    You can use keyboard shortcuts in the Flow form. Using keyboard shortcuts makes creating flows easier and more efficient.

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