Connectors overview

Introduction

Connectors are visual representation of steps sequences, relations and constraints in a process.

Managing connectors

To add connector simply drag a connector from any connection marker (1) of necessary step to suitable connection marker (2) of target step.

Connectors are automatically created if add steps from steps tree or export from file.

Connectors can be deleted clicking on "Delete" button (3) or context menu item of the connector (4):

Change position and look of connectors:

  • Select a connector by clicking. Connector will get green markers (5) at start, end and at the middle of each segment between them.
  • Drag start/end marker to desired connection marker of needed step to change connector's join point.
  • Drag segment markers to modify connector layout for better look.

 

User can not change a Source shape of Connector.

Connector types and Branches

Connector types:

  • Default connectors (6, 7) - The default connector ensures that the flow does not land up in limbo. It has no conditions, and therefore executes if none of the other connector conditions are satisfied (if there are other connectors).
  • Conditional connector (8) - demonstrates that the flow will proceed to the step as long as certain conditions are met.
  • Parallel connectors (9) - after completing the step connectors are outgoing from, multiple other steps in a flow can be active at the same time. The further proceeding will go by one connector only depending on connectors order, set in source step.
  • Constraint (10) - the execution of a step is contingent on the completion of another step.
  • Approved/Rejected connectors (10)- User is supposed to approve or reject decision step.
  • Branch (12) - is parallel way which process can be proceeded by at the same time. Unlike Parallel Connectors, Branches allow (and imply) execution of further steps at the same time.

Connectors outgoing from the Start shape are always Branches (13).

Connector settings
Properties

Click on a connector (14) and open it's properties (15):

  • Label - shown on Process Builder canvas for assistance. If connector starts a Branch, the label becomes a Branch Name, that will be shown in "Select Branch" submenu (16) at Progress Component of the process.
  • Label visibility picklist - toggle visibility on canvas
  • From - source step (as link) for this connector
  • To - target step (as link) for this connector
  • Start Parallel Branch checkbox - if checked, allows a process to travel down multiple branches; when unchecked, a process will only take the first path that satisfies its conditions (if any). Checkbox is disabled, either connector goes of Start shape or target step already has other input connector that starts a parallel branch.
Conditions

Expand "Conditions" section (17). Click "add" link (18) to open popup "Edit Connection Conditions" (19) and write necessary conditions in the "Formula Expression" area (20). Conditions expression should return true to allow this connector to be passed on.

See proper article for conditions examples.

When there are several connectors are outgoing from one step, and some of them have conditions, the system will evaluate the conditions on the connectors in the sequence of their precedence (set on step settings). The first connector that meets the criteria is the path that will be taken.

Rules

Expand "Rules" section (21) and click "add" link (22) to configure rules. Proper popup will appear (23).

Add Validation message (24) and set Rule conditions (25).

Actions

Expand "Action" section (26) and click "add" link (27) to configure actions. A proper popup (28) will appear.

The following types of Actions are available:

  • Send Email
  • Define Variable
  • Update Records
  • Create Record
  • Delete Records
  • Start Sub Process
  • Execute Apex
  • Callout
  • Create Issue

The Action adding, editing, and available Action types are the same as for Steps.

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