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Steps

What each step does

These are the steps a workflow can run. Each step acts on a record or a list of records, and some change what the steps after them act on. In the steps editor, a step's help explains it too, with what it acts on in your workflow (see Help and context).

Creating records

  • Create Object: Creates a new record, optionally with starting values, and makes the steps after it act on the new record.
  • Create Related Object: Creates a record linked to this one through a relationship, like an activity for a contact.
  • Duplicate: Copies a record into a new one, optionally changing fields on the copy, and makes the steps after it act on the copy.

Changing records

  • Set Field: Changes fields on a record: set to a value, copied from a related record, or asked for when the workflow is clicked.
  • Save: Saves a record's unsaved changes, like the fields Set Field changed.
  • Start Editing: Switches a record to edit mode, so its fields can be changed in place.
  • Discard Changes: Throws away a record's unsaved changes and stops editing. In a modal, it closes the modal.
  • Delete: Deletes a record.

Showing things

  • Open Modal: Shows a record in a modal, using one of your layouts, and continues once it's saved.
  • Close Modal: Closes the modal the workflow is in.
  • Show Notice: Shows a short message at the bottom of the page, which can include field values and how a loop went.
  • Confirm: Asks before continuing. Cancelling stops the steps and undoes the ones before it.
  • Go to Page: Goes to a record's page, another layout, or a URL.
  • Send Webhook: Sends a record, or a list's query, to one of your team's webhooks.

Choosing what steps act on

  • Switch Context: Makes the steps after it act on another record: the workflow's, one an earlier step acted on, or the nearest one of a type.

Loops

  • For Each Object: Runs the steps after it, up to End For Each, for each record in a list: the ones shown, selected, or every match.
  • For Each Related Object: Runs the steps after it, up to End For Each, for each of a record's related records, like a project's open tasks.
  • For Each File: Asks for files, or takes files dropped on the workflow, and runs the steps after it for each one.
  • End For Each: Ends a loop. The steps after it run once, with what the loop started with.

Stopping

  • Only Continue If: Stops the workflow unless records match filters, keeping what the steps before it did.

In this section

Create Object
The Create Object step creates a new record, optionally with starting values, and makes the steps after it act on the new record.
Create Related Object
The Create Related Object step creates a record linked to this one through a relationship, like an activity for a contact.
Duplicate
The Duplicate step copies a record into a new one, optionally changing fields on the copy, and makes the steps after it act on the copy.
Set Field
The Set Field step changes fields on a record: set to a value, copied from a related record, or asked for when the workflow is clicked.
Save
The Save step saves a record's unsaved changes, like the fields Set Field changed.
Start Editing
The Start Editing step switches a record to edit mode, so its fields can be changed in place.
Discard Changes
The Discard Changes step throws away a record's unsaved changes and stops editing. In a modal, it closes the modal.
Delete
The Delete step deletes a record.
Open Modal
The Open Modal step shows a record in a modal, using one of your layouts, and continues once it's saved.
Close Modal
The Close Modal step closes the modal the workflow is in.
Show Notice
The Show Notice step shows a short message at the bottom of the page, which can include field values and how a loop went.
Confirm
The Confirm step asks before continuing. Cancelling stops the steps and undoes the ones before it.
Go to Page
The Go to Page step goes to a record's page, another layout, or a URL.
Send Webhook
The Send Webhook step sends a record, or a list's query, to one of your team's webhooks.
Switch Context
The Switch Context step makes the steps after it act on another record: the workflow's, one an earlier step acted on, or the nearest one of a type.
For Each Object
The For Each Object step runs the steps after it, up to End For Each, for each record in a list: the ones shown, selected, or every match.
For Each Related Object
The For Each Related Object step runs the steps after it, up to End For Each, for each of a record's related records, like a project's open tasks.
For Each File
The For Each File step asks for files, or takes files dropped on the workflow, and runs the steps after it for each one.
End For Each
The End For Each step ends a loop. The steps after it run once, with what the loop started with.
Only Continue If
The Only Continue If step stops the workflow unless records match filters, keeping what the steps before it did.
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