- Overview
- App Events
- Flowchart Builder
- Release notes
- About the Flowchart Builder activities
- Project compatibility
- Callout
- Complex Scenarios
- Credentials
- Data Service
- About the Data Service activity package
- Project compatibility
- Create Entity Record (New)
- Update Entity Record (New)
- Delete Entity Record (New)
- Get Entity Record by Id (New)
- Query Entity Records (New)
- Upload File to Record Field (New)
- Download File from Record Field (New)
- Delete File from Record Field (New)
- Create Multiple Entity Records (New)
- Update Multiple Entity Records (New)
- Delete Multiple Entity Records (New)
- Form
- Project compatibility
- Real Time Forms
- Updating form data
- Running forms using JavaScript
- Customizing Forms Using CSS
- Conditional components
- Adding multiple components on the same row in Columns
- Using the Data Table component
- Get File/Folder path
- Reading cell values from a Data Grid component
- Displaying PDF files
- Displaying images in forms
- Scrolling through Data Grids
- Using Dev Tools with forms
- Calculate form component values
- Managing dates in forms
- Opening hyperlinks inside forms
- Displaying a default tab in forms
- Displaying the full label of a component
- Searching long strings in drop-down lists
- Dynamically set form values
- About the pre 23.4 Form experience
- Project Compatibility
- Real Time Forms
- Dynamic Checkboxes
- Conditional Dropdowns
- Displaying a Default Tab
- Displaying Images
- Displaying PDF Files
- Displaying the Full Label
- Dynamic HTML Elements
- Managing Dates
- Searching Long Strings in Drop-downs
- Customizing Forms Using Local CSS Files
- Executing Do Block On Checkbox Change
- Customizing Columns Width
- Updating Form Data
- Resetting Collection Data
- Advanced Logic
- Executing Do Block on Dropdown Option Change
- Reading Cell Values From a Data Grid Component
- Conditional Components
- Scrolling Through Data Grid Components
- Using the Grid Component
- Dev Tools
- Calculated Value
- Dynamic Dropdowns
- Switching Tabs With Button Click
- Opening Hyperlinks Inside Form
- FTP
- IPC
- Persistence
- Release notes
- Project compatibility
- About the Persistence activity package
- Bulk Form Designer
- Start Job And Get Reference
- Wait For Job And Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Wait For Form Task And Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task And Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Get App Tasks
- Add Task Comment
- Update Task Labels
- Create App Task
- Wait For App Task And Resume
- Configure task timer
- Working with App tasks
- Building Your First Form Action
- Advanced Controls for Drop-downs
- Embedding Objects in Form Actions
- Allowing Users to Upload Files to the Storage Bucket
- Adding Advanced Logic Using Java Script
- Setting a Default Tab
- Removing the Delete button from Edit Grid using custom CSS
- Customizing Edit Grid templates
- Using buttons to trigger custom logic
- Using an External Form Layout
- Dynamically expanding form components at runtime
- Aligning the content of a form component from left to right using JSON attributes
- Sample Workflows
- Automation Ops Pipelines
- Release notes
- About the Pipelines activity package
- Project compatibility
- Activate Solution Deployment
- Analyze
- Build
- Clone
- Delete Solution Package
- Deploy Solution
- Download Package
- Download Solution Package
- Download Solution Package Configuration
- Publish Package
- Publish Solution Package
- Re-sync Solution Project
- Run Existing Test Set
- Run Tests
- Stage
- Uninstall Solution
- Update Process
- Upload Solution Package
- System
- Release notes
- About the System activity package
- Project compatibility
- Supported character encoding
- RegEx Builder Wizard
- Add Data Column
- Add Data Row
- Add Log Fields
- Add or Subtract from Date
- Add Transaction Item
- Add Queue Item
- Append Item to Collection
- Append Item to List
- Append Line
- Beep
- Break / Exit Loop
- Browse for File
- Browse for Folder
- Build Collection
- Build Data Table
- Bulk Add Queue Items
- Change Case for Text
- Change Type
- Check False
- Check True
- Clear Data Table
- Collection to Data Table
- Comment
- Compress/Zip Files
- Copy File
- Copy Folder
- Combine text
- Comment Out / Disabled Activities
- Continue / Skip Current
- Create File
- Create Folder
- Create List
- Custom Input
- Delete
- Delete File
- Delete Folder
- Delete Storage File
- Delete Queue Items
- Disable Local Trigger
- Do While
- Download file from URL
- Download Storage File
- Enable Local Trigger
- Evaluate Business Rule
- Exists in Collection
- Extract/Unzip Files
- Extract Date and Time from Text
- Extract Text
- File Change Trigger
- File Exists
- Filter Collection
- Filter Data Table
- Folder Exists
- For Each
- For Each File in Folder
- File Change Trigger V3
- Find and Replace
- Find Matching Patterns
- For Each Folder in Folder
- For Each Row in Data Table
- Format Date as Text
- Format Value
- Generate Data Table From Text
- Get Asset
- Get Credential / Get Orchestrator Credential
- Get Current Job Info
- Get Environment Folder
- Get Environment Variable
- Get File Info
- Get Folder Info
- Get Jobs
- Get Processes
- Get Row Item
- Get Transaction Item
- Get Username/Password
- Get Queue Items
- Global Variable Changed Trigger
- Input Dialog
- Invoke Code
- Invoke Com Method
- Invoke Power Shell
- Invoke Process
- Invoke VBScript
- Invoke Workflow File
- Is Text Matching
- Join Data Tables
- Kill Process
- Launch Workflow Interactive
- List Storage Files
- Log Message
- Lookup Data Table
- Manual Trigger
- Merge Collections
- Merge Data Table
- Message Box
- Modify Date
- Modify Text
- Move File
- Move Folder
- Multiple Assign
- New Item Added to Queue
- Notify Global Variable Changed
- Orchestrator HTTP Request
- Output Data Table
- Parallel
- Path Exists
- Postpone Transaction Item
- Process End Trigger
- Process Start Trigger
- Process Tracking Scope
- Raise Alert
- Read List Item
- Read Text File
- Read Storage Text
- Remove Data Column
- Remove Data Row
- Remove Duplicate Rows
- Remove From Collection
- Remove Log Fields
- Replace Matching Patterns
- Repeat Number of Times
- Repeat Trigger
- Rename File
- Rename Folder
- Report Status
- Reset Timer
- Resume Timer
- Retry Scope
- Return
- Run Local Triggers
- Run Agent
- Run Parallel Process
- Set Asset
- Set Credential
- Set Environment Variable
- Set Task Status
- Set Trace Status
- Set Transaction Progress
- Set Transaction Status
- Should Stop
- Split Text
- Sort Data Table
- Start Timer
- Start Job
- Stop Job
- Stop Local Triggers
- Stop Timer
- Text to Left/Right
- Text to Upper/Lowercase
- Time Trigger
- Trigger Scope
- Track Object
- Timeout Scope
- Update Row Item
- Update List Item
- Upload Storage File
- Wait for Download
- Wait Queue Item
- While
- Workflow Placeholder
- Write Storage Text
- Write Text File
- AddDataRow
- AddQueueItem
- AddTransactionItem
- AppendLine
- BulkAddQueueItems
- ClearDataTable
- CompressZipFiles
- CopyFile
- CreateFile
- CreateFolder
- DeleteFileOrFolder
- DeleteQueueItems
- DeleteStorageFile
- DownloadStorageFile
- ExtractUnzipFiles
- FilterDataTable
- GetAsset
- GetCredential
- GetJobs
- GetQueueItem
- GetQueueItems
- GetResourceForLocalPath
- GetRowItem
- GetTransactionItem
- InvokeProcess
- JoinDataTables
- ListStorageFiles
- LookUpDataTable
- MergeDataTable
- MoveFile
- OrchestratorHTTPRequest
- OutputDataTable
- PathExists
- PostponeTransactionItem
- ReadStorageText
- ReadTextFile
- RemoveDataColumn
- RemoveDuplicateRows
- Replace
- SetAsset
- SetCredential
- SetTransactionProgress
- SetTransactionStatus
- SortDataTable
- StartJob
- StopJob
- UpdateRowItem
- UploadStorageFile
- WaitQueueItem
- WriteStorageText
- WriteTextFile
- Testing
- Release notes
- About the Testing activity package
- Project compatibility
- Project Settings
- Add Test Data Queue Item
- Address
- Attach Document
- Bulk Add Test Data Queue Items
- Create Comparison Rule
- Delete Test Data Queue Items
- Get Test Data Queue Item
- Get Test Data Queue Items
- Given Name
- Last Name
- Random Date
- Random Number
- Random String
- Random Value
- Verify Control Attribute
- Verify Documents Equivalence
- Verify Expression
- Verify Expression With Operator
- Verify Range
- Verify Text Equivalence
- Address
- AddTestDataQueueItem
- AttachDocument
- BulkAddTestDataQueueItems
- DeleteTestDataQueueItems
- GetTestDataQueueItem
- GetTestDataQueueItems
- GivenName
- LastName
- RandomDate
- RandomNumber
- RandomString
- RandomValue
- VerifyAreEqual
- VerifyAreNotEqual
- VerifyContains
- VerifyExpression
- VerifyExpressionWithOperator
- VerifyIsGreater
- VerifyIsGreaterOrEqual
- VerifyIsLess
- VerifyIsLessOrEqual
- VerifyIsRegexMatch
- VerifyRange
- Workflow Foundation
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Workflow Activities
About the Flowchart Builder activities
The activities described in this chapter help you design a Long Running Workflow canvas for new processes, using BPMN elements.
The Long running worfklow canvas becomes available after you install the Flowchart Builder activity package. The canvas can be also accessed from the Long running automation template.
Flowchart Builder activities are categorized by their main functionality inside a long running workflow:
The Task category contains activities that may represent a single step or a collection of steps within the process, either automatic or involving human intervention, that must execute in a sequential order. For example, reviewing a document, making a decision, processing a payment, or sending an email.
While designing your long running workflow, use the generic Task activity to symbolize an operation within the workflow. You can later replace the task with a specialized type, such as:
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Agentic Task—Use it when the step must be completed by an agent.
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User Task—Use it when the step requires human input through an Action Center task.
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Business Rule Task—Use it when the step requires interaction with a DMN file, uploaded in Orchestrator as a Business Rule.
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Service Task—Use it when the step must be performed automatically, without a human intervention.
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Send Task—Use it when the step requires sending information to an external system, without pausing the process.
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Receive Task—Use it when the step needs to wait for a specific event to complete before proceeding with the next step.
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Subprocess—Use it when the step requires grouping related elements within a process, to simplify the main long running workflow.
The Gateway category contains graphic symbols to mark decision-making points within the flow of your process. Use them to control the execution of a process on specific conditions.
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Decision—Use it when the next steps in a process depend on the True or False response to a condition. You can add two branches to this activity, one for when the condition is met, and one for when the condition is not met.
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Switch—Use it when the next steps in a process depend on various responses to a condition. These responses are called cases, and the order in which you define them determines the sequence in which the Switch activity evaluates them. For example, if case 0 is not met, the activity evaluates case 1, then case 2, and so on. You must define a default case, which applies when no other cases match the condition.
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Split—Use it when a process branch needs to divide into multiple paths, to allow simultaneous or conditioned operations.
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Merge—Use it when multiple paths or operations need to converge to continue the process execution.
The Intermediate Throw and Catch categories contain activities used to model events that occur during a process, often involving external interactions or waiting for specific triggers.
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Intermediate Throw is an event category containing the Intermediate Event activity.
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Intermediate Event—Use it to mark a placeholder within your process that can be replaced with an Intermediate Catch event activity, such as Timer Intermediate Catch Event or Message Intermediate Catch Event.
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Intermediate Catch activities await or "catch" messages or triggers, pausing the process until conditions are met, such as waiting for a message or a specified time interval to pass.
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Timer Intermediate Catch Event—Use it to suspend the execution of your process until a specified time condition is met.
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Message Intermediate Catch Event—Use it to suspend the execution of your process until a specified event occurs.
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The Boundary category contains activities used to model events that interrupt or interact with ongoing execution. Attach them to a Task or a Subprocess only.
Adding a boundary event separately to the canvas is not supported. You can add multiple boundary events to one task as long as they monitor different events.
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Error Boundary Event—Use it to handle exceptions, such as catching errors or failures that occur during the execution of the attached Task or Subprocess.
The End category contains activities or graphic symbols used to indicate where the execution of a process or a path within the process stops.
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End Event—Use it when you want to indicate where a process ends.
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Error End Event—Use it when you want to generate an error that can be captured by an Error Boundary Event.
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Terminate End Event—Use it when you want to terminate the instance of a specific process scope.
To change between the available end events:
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Right-click on the end event.
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Select Change Type.
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Select one of the other end event types.