Orchestration Work Guide

Use the Orchestration Work Guide component so credentialed site visitors can complete the work items that they’re assigned.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise, Performance, Unlimited, and Developer editions.
User Permissions Needed
To create an Experience Cloud site: Create and Set Up Experiences AND View Setup and Configuration
To customize an Experience Cloud site:
  • Be a member of the site AND Create and Set Up Experiences
  • OR
  • Be a member of the site AND an experience admin, publisher, or builder in that site
To publish an Experience Cloud site:
  • Be a member of the site AND Create and Set Up Experiences
  • OR
  • Be a member of the site AND an experience admin or publisher in that site
To run a flow in an Experience Builder site Run Flows
  1. Build an orchestration or flow approval process in Flow Builder with at least one step assigned to a credentialed site visitor.
  2. Activate the flow.
  3. Drag the Orchestration Work Guide component into position on an object detail page in your site.
    Orchestration Work Guide component in Components panel
  4. Configure the component to affect how it appears to site visitors.
    Orchestration Work Guide component Properties panel
    Important
    Important The Record ID is set automatically. Don’t change the field value.

    By default, the component shows a refreshed list of work items after a user completes a work item. To open the next work item from the same orchestration run instead, select Automatically Open Next Work Item.

    Tip
    Tip Changes you make don’t affect how the component appears in Experience Builder.
Example
Example

Sample Orchestration Work Guide component.

An Orchestration Work Guide component on an object detail page.