Standard step types

The step types below can be used to build collaborative manual processes. They are listed in Standard Worker Step Types, which means that they can be used in processes sent to other parties.

Click on the step type names to get full details.

Call

Make a call through a channel.

Delete

Delete the worker.

Download

Download a file. Optionally confirm that you have downloaded it.

Form

Show a form to the user, either updateable or read-only.

Frame

Show the config property "url" in an iframe. Runtime placeholders are supported. ${rootPath} will be added if necessary.

Notify

Create a notification, which is typically used to send an email.

This provides a simplification of the full notification functionality, suitable for use with workers.

Publish

Publish data to a subscribing channel, the identity of which is not known to the publisher.

Schedule

Create or cancel a schedule.

Send

Send worker data, event, and/or file through a channel.

Set

Set worker fields such as status and/or create an event and/or set a file and/or set data, optionally interacting with the user to do so, and optionally choosing an outcome.

Switch

Set the step outcome state to allow switching to different actions dependent on previously-set status or data.

By default, all of these step types reject remote calls (i.e. calls from a channel partner). Remote calls can be enabled where appropriate by setting the "remote" config property to true.