Connected Steps
Last updated
Last updated
Connected Steps are the ability to connect steps to one another in a procedure.
Single record steps can only be linked to a previous single record step, in the same procedure.
Multi-record steps can only be linked to a previous multi record step or script step, in the same procedure.
In the following example, I would like Step B to be connected to Step A:
Ensure that both Step A and B are multi Record steps. This can be toggled on/off in the 'Info' tab.
Create relevant fields in Step A.
Create a 'Reference' field in Step B.
In the 'Steps' tab, connect the Steps.
A modal will appear. Select the desired step to connect to, and the reference field created in Step 3.
You should be able to see all connected Steps in the 'Steps' tab.
Note that:
Each step can only be connected to once.
Steps cannot be connected to existing connected steps.
You are also able to Lookup field values from connected steps.
How do Connected Steps work?
Any records made in the initial step will also have records made in parallel, in the connected step
When you mark the above step as 'Done', for each record in the step, it creates matching records in the connected steps, with an entity ref field pointing to the source record
These records in parallel should each reference their corresponding record from the initial step, as shown in the image to the right.
