Step | Process type | Description |
|---|
Stage | Workflow, Dialog, Action | Stages make the workflow logic easier to read, and explain the workflow logic. However, stages don’t affect the logic or behavior of workflows. If a process has stages, all the steps in the process must be contained with a stage. |
Check Condition | Workflow, Dialog, Action | A logical "if-<condition> then" statement. You can check values for the record that the workflow is running on, any of the records linked to that record in an N:1 relationship, or any records created by earlier steps. Based on these values you can define additional steps when the condition is true. |
Conditional Branch | Workflow, Dialog, Action | A logical "else-if-then" statement, the editor uses the text “Otherwise, if <condition> then:” Select a check condition you have previously defined and you can add a conditional branch to define additional steps when the check condition returns false. |
Default Action | Workflow, Dialog, Action | A logical "else" statement. the editor uses the text “Otherwise:” Select a check condition, conditional branch, wait condition, or parallel wait branch that you have previously defined and you can use a default action to define steps for all cases that don’t match the criteria defined in condition or branch elements. |
Wait Condition | Background Workflow Only | Enables a background workflow to pause itself until the criteria defined by the condition have been met. The workflow starts again automatically when the criteria in the wait condition have been met. |
Parallel Wait Branch | Background Workflow Only | Defines an alternative wait condition for a background workflow with a corresponding set of additional steps that are performed only when the initial criterion is met. You can use parallel wait branches to create time limits in your workflow logic. They help prevent the workflow from waiting indefinitely until the criteria defined in a wait condition have been met. |
Assign Value | Dialog, Action | Sets a value to a variable or output parameter in the process. |
Create Record | Workflow, Dialog, Action | Creates a new record for an entity and assigns values to attributes. |
Update Record | Workflow, Dialog, Action | You can update the record that the workflow is running on, any of the records linked to that record in an N:1 relationship, or any records created by earlier steps. |
Assign Record | Workflow, Dialog, Action | You can assign the record that the workflow is running on, any of the records linked to that record with an N:1 relationship, or any records created by earlier steps. |
Send Email | Workflow, Dialog, Action | Sends an email. You can choose to create a new email message or use an email template configured for the entity of the record that the workflow is running on or any entities that have an N:1 relationship with the entity, or the entity for any records created by earlier steps. |
Start Child Workflow | Workflow, Dialog, Action | Starts a workflow process that has been configured as a child workflow. |
Change Status | Workflow, Dialog, Action | Changes the status of the record that the process is running on, any of the records linked to that record with an N:1 relationship, or any records created by earlier steps. |
Stop Workflow/Stop Dialog | Workflow, Dialog, Action | Stops the current workflow, dialog, or action. You can set a status of either Succeeded or Canceled and specify a status message. |
Page | Dialog | A container for prompt and response steps in a dialog. |
Prompt and Response | Dialog | Displays a prompt in a dialog page and may provide a field to capture data from a response. |
Query Dynamics 365 Data | Dialog | Defines a query that returns data to provide options for a response in a prompt and response step of a dialog. |
Link Child Dialog | Dialog | Starts a dialog process that has been configured as a child dialog. |
Custom Step | Workflow, Dialog, Action | Provides extensions to the logical elements available by default in Dynamics 365. Steps can include conditions, actions, other steps, or a combination of these elements. Developers can create custom workflow steps. By default, there are no custom steps available in Dynamics 365. For more information for developers, see the Microsoft Dynamics 365 SDK topic MSDN: Custom workflow activities (workflow assemblies). |