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Overview

  • The Loop action allows a workflow to repeat a set of operations multiple times, until a specific condition is met.

  • This action is key for automating repetitive tasks or processing multiple items in a collection.

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For example, if the workflow needs to create an counter to each item in a list, the Loop action will repeatedly execute the necessary steps until all items have been processed.

  • Depending on the setup, the Loop action can be triggered for a set number of iterations, or it can continue looping until a particular condition, such as reaching the end of a list or fulfilling a specific requirement, is met.

  • Loops make workflows scalable by eliminating manual repetition and allowing automatic execution based on the data set or condition.

  • Let’s explore the screens that follow, after drag-n-drop of Loop action on workflow canvas.

Config

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Note: If you choose Source Type as Iteration Count, you will get Iteration Count label here

the source of records on which the loop will be performed.

Note: By default, the Source Type is Model. Other options include Variable, Nested Field and Iteration Count.

Loop Config Field

Description

Source TypeIn this option, you can select various sources from which you want to display values. You can choose from source types:

Variable:

It allows the user to select

from the variables created in the layout whose value you want to use.
  • Model: It allows to choose the field from other models whose value you want to include.

  • Nested Field: It allows to choose the field from other models(object) whose value you want to include.

  • Iteration Count: It allows to create and use a iteration count variable as a source type.

  • Model / Iteration Count

    It is specifically dependent on Source Type one chooses.

    Info
    Info

    Reference: Source Type

    Model

    When you select Model as the Source Type, the Model field allows you to specify the exact model (such as a Salesforce Object) where the loop action will be applied. This ensures precise targeting for your loop action, allowing you to control where and how the loop is applied within your application.

    Workflow

    It allows to use available workflows in layout to run in loop.

    Looping Variable Source Type / Variable for index

    It allows to decide determines the source type for some the variable that will be used as the looping variable.

    Info

    Note:

    If you choose Source Type as Iteration Count, you will get Variable for index label here

    • If Iteration Count is chosen as the Source Type earlier, the label for this field will be Variable for Index, for rest, Looping Variable Source Type will be the label.

    • This dropdown includes options like Variable, Model and Nested Field.

    Looping Variable / Looping Model

    It allows the user to decide define the looping variable / looping modelor model for the loop action.

    Info

    Note: If you

    choose

    have chosen Nested Field as Looping Variable Source Type

    as Model or Variable

    , this field will not be visible.

    Models

    It enables to add looping model which can be used later. You can explore more about adding models here.

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    Info

    Reference: Add Model

    Source Type

    Source Type

    Description

    Variable

    It allows to select from the variables created in the layout whose value you want to use.

    Model

    It allows to choose the field from other models whose value you want to include.

    Nested Field

    It allows to choose the field from other models(object) whose value you want to include.

    Iteration Count

    It allows to create and use a iteration count variable as a source type.

    Add Model

    After clicking on '+' button, following screen for adding Model opens up.

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    Note: It will be visible only when you chose the model.

    Modal Field

    Description

    Label

    A user-friendly name for the model label, used for easy identification within the application.

    Name

    The unique identifier for the model label, typically used in code or within merge text.

    Model

    It enables to choose from available models from layout.

    Field

    It enables to choose field from object whose model is chosen.

    Info

    Filters

    It enables to filter out the data for model using AND OR logical operators.

    Binding Variable

    It enables to choose binding variable to the model.

    Action Details

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    Include Page
    Action Details
    Action Details

    Input

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    Include Page
    Manage Input Variable
    Manage Input Variable