Building in the Editor
Configuring a step
Click any step node to open its settings panel. The settings available depend on the step type:
Action step:
Choose the action from a searchable list (e.g., “Send message”, “Promote to next level”).
For an action on an existing record, choose Workflow record or Expression.
Expression lets you reference a record ID, including one returned by an earlier step.
Create actions show that they create a new record instead.
Fill in the action’s required and optional fields.
Use the [$] button next to any field to reference data from the triggered record or from a previous step’s output.
Optionally enable Continue on error to skip this step if it fails.
Delay step:
Choose Fixed time or Until date field.
For fixed time: enter the number of minutes, hours, or days.
Optionally set an execution window (only resume on certain days or times).
Review Recheck trigger, which starts on for new delays. Read the
condition and recurring-filter rules. Condition Stops Being True
checks that the original filter remains false.
Branch step:
Build the condition using the filter builder.
Connect the if true output to one step, and the if false output to another.
Switch step:
Choose Match first (take the first matching case’s path) or Match all (take every matching case’s path).
Add, reorder, or remove cases; build each case’s condition with the filter builder.
Connect each case’s output to its own step, and connect the default output to a fallback step for when nothing matches.
Read step:
Choose the record type, build a filter, and select the fields you want. Fields and related
records include descriptions beneath their names to help you choose the right information.
For Each step:
Choose the record type, build a filter, and set a limit (the maximum number of records to process per run).
Add the steps that should run for each matched record, inside the loop body.

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