Loop

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.

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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Config Tab

Loop Config Field

Description

Loop Config Field

Description

Source Type

It allows the user to select 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.

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

It determines the source type for the variable that will be used as the looping variable.

Looping Variable / Looping Model

It allows the user to define the looping variable or model for the loop action.

Models

It enables to add looping model which can be used later.

Source Type

Source Type

Description

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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Add Model Screen

Modal Field

Description

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.

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

Input