Some steps that you will create ask users to enter information before the step's actions occur. Examples include Service and Create. In contrast, other steps already have the information they need when they begin executing. If the step has the information it needs, the action occurs automatically and the user doesn't see it. Instead, the user sees the step that follows. Although this topic uses a Create step as an example, there is no difference setting data in other kinds of steps
In the step properties section, you can see information about the fields associated with the action or object. If an entity or object is not selected, no data appears in the Information tab.
This section lists all of the fields that can supply data when this step creates an opportunity object. The fields that you will actually be using are named and set within the Input tab.
Using Fields in Steps
The data types that you name in the property sheet may be numbers, text, time, and so on. These data types determine how the data is handled in a process and displayed in a guide.
The following image shows the Account Type field:
The Default Value and Show List fields appear only when you define the field in a step:
•Default Value: Select Content, Field, or Formula.
- Content displays a control where you can enter a specific value.
- Field displays a list from which you can select the default value.
- Formula allows you to set the value using a formula you enter here.
Note: If you select a default value for a field that is on a screen "for update", the user does not see the default value unless the field's current value was not set before the step displays. If it was set, the user sees this current value. Service Call steps differ as the default value is always shown since there is no existing value.
