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Table of Contents
Table of Contents
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Glossary
Process and Workflow
Process
What is Process?
Getting started with Process
Process vs Multi-Step Form
Components of Process
Creating a Process
Configuring a Block
Creating Steps
Display Page Step
Run Workflow Step
Create Record Step
Update Record Step
Verify Process
Run Debug
Activate Process
Starting a Process
Configuring a button to start a Process
Process Step Tasks
Process Step Tasks on Record - Record Info Panel
Process Runs
Process Triggers
Duplicating a Process
Workflow
Creating and Editing Workflows
Inputs
Outputs
Variables
Calculations in Workflows
Security
Workflow Analyser
Activities Overview
Activities
Activity Settings
Data Activities
Create
Update
Delete
Clone
Change Type
Get Records
For Each
Gateway
User Activities
User Action
User Input
Send Email
User Message
Launch Person Campaign
Launch Target Campaign
System Activities
Assign to Variable
Run Workflow
Create Link
Log
End Event
Sequence to End
Integration Activities
Generate Document
Export To
FTP Fetch
FTP Put
Import Spreadsheet
Notify
API Callout
Triggers
Triggers Overview
Object Event Triggers
Schedule Triggers
Defining Schedules
Testing Workflows
Workflow Runs
Examine Run
Inbox Workflows to Run
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Security & Policies
Backup & Retention Policy
Ethical Trading & Modern Slavery Policy
Platform Privacy Policy
Vulnerabilities
React Server Components (CVE-2025-55182)
Spring4Shell (CVE-2022-22965)
Log4j Vulnerability (CVE-2021-44228)
Platform Capacities
Scheduled Maintenance & Upgrades
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Last Modified on 19/09/2025 12:42 pm AEST
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