Adding a Process – Flow Step

Overview

Process Flow Steps allow you to define what happens at each stage of an automated workflow. From the workflow builder, you can add different step types — such as changing the state of an entity, stopping the workflow, or redirecting to another workflow — to control how the process executes.

This article explains how to add a process flow step and configure the available entity actions.

Step-by-Step Approach

1. Access the Process Flow

• On the Event dashboard, go to the Workflows menu.
• Click the Processes submenu.

2. Add a Process Flow Step

• Add a process flow step.
• In the process builder, click the green + icon at the position where you want to add the new step.
• Select Add Flow Step.
• A new step block will appear in the process flow.

3. Select Entity as Change State

• Open the Entity dropdown in the flow step.
• Select Change State.
• Choose the state transition you want to apply (for example: Pending → Approved).
• Save your changes.

This option updates the status of a related record as part of the workflow.

4. Select Entity as Stop

• In the same Entity dropdown, select Stop.
• Confirm the selection.

This option ends the workflow at that step. No further actions will be executed after a Stop entity.

5. Select Entity as Go to Workflow

• From the Entity dropdown, select Go to Workflow.
• Choose the destination workflow you want to trigger next.
• Save your settings.

This allows you to chain workflows together, moving the process seamlessly into another configured workflow.

6. Save the Process

• Review your configured steps.
• Click Save or Publish to activate your changes.