You can add a Step to a person’s record through a workflow by providing the Step Type, Step Status, Start Date and End Date. As with other workflow actions, you can alternatively use Attribute Value selections. You can optionally provide a workflow attribute in which to store the returned value of the created Step, for use in later actions.

Note that the workflow will encounter an error if you try to use a Status that doesn’t apply to the Step Type.

Additional Details

• Campus (optional): The campus where the step was completed. v10.3