Steps are the individual actions that make up a process. These could be system tasks (like updating a record or sending data to another system), human tasks (like submitting a form or approving a request), or even conditional logic.
To create a Step click on the “+ Step or Block” option and choose what you want to create from the dropdown menu.
Step Type | Purpose | Type |
|---|---|---|
Display Page | Presents a Nova form for the user to complete, review, or approve. | User-facing |
Run workflow | Executes an automated backend action (e.g., send notification, update status). | System task |
Create record | Automatically creates a new record during the process. | System task |
Update record | Updates an existing record, often using data captured in a previous step. | System task |
These steps are the building blocks of user interaction and automation within any process flow.
