Responsibilities

Overview

Overview

Swimlanes are the rows that run along the site of the Flow Builder Canvas. Swimlanes are added by dragging the Responsibility Step into the Flow Builder. By looking at a row you can see exactly what steps in a flow are assigned to a particular User, Field, Group, Chatter Group, Role, or Profile.

  1. This Flow is broken down in to two Swimlanes and Steps are placed in the appropriate row. You can add as many Swimlanes as needed to break down your Flow in to manageable areas.
  2. Use the blue arrows to move a particular Swimlaneup or down using the corresponding button.
  3. The Red X will remove a Swimlane from your Flow.

It is very important to set the Properties for each Swimlane or Responsibility including who is assigned to each row.

Properties

Properties

Responsibility Types

Responsibility Types
  1. A step can be assigned to the system. This means that the step will automatically proceed when the system action defined in the step has been taken.
  2. A step can be assigned to one of the following:
User. One or mode Work-Relay users.
Field. Identify a field in the object that identifies the user responsible.
Group. A group of users defined in Setup.
Chatter Group. A group of users set up in Chatter.
Role. Users who have the selected role.
Profile. Users who have the selected Profile.

NOTE: The notification to start a step will be sent to ALL the users selected.

Lane Label

Lane Label

If you want to assign multiple users to a lane, you can specify a label for the lane, then add all the users that are assigned to the lane.

Dynamically assign responsibility

1. Add a custom field to your Data Source

Add a custom field to your Data Source

2. Make it a Lookup field

Make it a Lookup field

3. Select the lookup data object

Select the lookup data object

4. Give the lookup field a name

Give the lookup field a name

Click Next, then Save.

5. What it looks like in the record

What it looks like in the record

6. Set the Responsibility field in the flow

Set the Responsibility field in the flow

7. When the flow executes...

... it will use the contents of the Responsibility field as the Responsibility in the flow.

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