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Process nodes and execution actions ​

Use this quick reference for process nodes and automation actions.

Node reference ​

NodeApplicable modulesDescription
StartApproval Process, Business Process, workflow, flowDefines the starting point of an Approval Process, Business Process, workflow, or flow
EndApproval Process, Business Process, workflow, flowEnds the running Approval Process, Business Process, workflow, or flow
ParallelApproval Process, Business Process, flowRuns multiple paths at the same time
Branch ConditionApproval Process, Business Process, workflow, flowSelects a path based on conditions
LoopFlowIterates over collection data
AssignmentApproval Process, workflow, flowUpdates variable values
Screen interactionFlowDisplays a page and collects input
FunctionFlow, Approval Process, Business ProcessRuns extended logic
Business operationFlowRuns business object operations
Create dataFlowCreates object records
Update dataFlowUpdates object records
Get dataFlowQueries object records
Approval NodeApproval Process, Business ProcessGenerates approval tasks
Collab NodeApproval ProcessGenerates collaboration tasks
Business nodeBusiness ProcessGenerates business tasks
Countersign nodeApproval Process, Business ProcessGenerates multi-person approval tasks
Application NodeBusiness ProcessGuides users to open an app for handling
Automatic nodeBusiness ProcessRuns tasks automatically
Wait NodeApproval Process, Business ProcessWaits by time or condition, including Condition Wait
Stage taskPipelineDefines tasks that must be completed in a stage

Execution actions ​

ActionApplicable modulesDescription
CRM reminderApproval Process, workflow, Business ProcessSends a CRM reminder to users
SMS notificationApproval Process, Business ProcessSends an SMS message to users
Email NotificationsApproval Process, Business ProcessSends an email to users
Field changeApproval Process, workflow, Business ProcessUpdates field values
External NotificationApproval Process, workflow, Business ProcessSends messages to WeChat or WeCom
Execute APL codeApproval Process, Business Process, flowRuns extended logic
Change ownerApproval Process, Business Process, workflowChanges the record owner to a specified user
Initiate Business ProcessApproval Process, Business Process, workflowTriggers a Business Process as a Triggered Operation
Data lock or unlockApproval Process, Business Process, workflowControls whether data can be edited
Create taskBusiness Process, workflowCreates a task record
Create eventBusiness Process, workflowCreates an event record
Sales RecordsBusiness Process, workflowCreates a business record
Change team membersApproval Process, Business Process, workflowAdds or removes team members and sets Read/Write permissions
Variable assignmentApproval Process, Business Process, flowUpdates process variables
Execute conversion ruleApproval Process, Business Process, workflowTriggers business Conversion Rules