---
schema_version: "1"
id: 8de053c06e3104e2975f3b55d83093b02e2ed01b60d7a307db8c040773d73d4a
title: Create a Step to Interact with Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/orchestrator_build_assign_interactive_step.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.orchestrator_build_assign_interactive_step.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2ab5d146daa85541f264c03176c8f85eb1fa4d1d86677b58a57263872fcfb69f
description: To assign a step in an orchestration to a person, group, or queue, create an interactive step. An orchestration run creates a work item for each interactive step that it executes.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Create a Step to Interact with Users

To assign a step in an orchestration to a person, group, or queue, create an interactive step. An orchestration run creates a work item for each interactive step that it executes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.automate_orchestrator_about_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Flow Orchestration.">View supported editions for Flow Orchestration.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d159603e64">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159603e64 ">To open, edit, or create an orchestration in Flow Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159603e64 ">Manage Flow</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159603e64 ">To complete assigned work and resume a paused orchestration</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159603e64 ">Run Flows</td>

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The User field for an interactive step’s assigned user includes internal users and credentialed Experience Cloud site visitors. Whenever you assign an interactive step to a user or a credentialed site visitor, ensure that they have the required access to the related record.

For an internal user to complete an interactive step, they must have access to the associated internal Salesforce Lightning record page. For a credentialed Experience Cloud site visitor to complete an interactive step, they must have access to the associated related record page in an Aura or LWR site.

To use Omni-Channel routing with Flow Orchestration, set up Omni-Channel and associate at least one queue with the Orchestration Work Item object. Then, to notify assigned users with the Omni-Channel widget based on your defined routing logic, assign an interactive step to a queue that’s associated with the Orchestration Work Item object.

Create, test, and activate the screen flow that your interactive step calls. If you use an evaluation flow to determine whether the interactive step can be started or completed, also create, test, and activate the evaluation flow.

When an orchestration runs and it starts an interactive step, it creates a work item. When the work item is created, the assignee receives a default email notification. You can customize the email notification when you configure the associated interactive step. To stop the orchestration from sending notification emails to assignees, select Stop Sending Orchestration Work Item Email Notifications. See [Disable All Email Notifications for Work Item Assignments](https://help.salesforce.com/s/articleView?id=platform.orchestrator_manage_disable_default_email_notifications.htm&release=264.0.0&type=5 "By default, an orchestration sends an email notification when an orchestration work item is assigned or reassigned to a user, group, or queue. Disable all work item notifications to stop sending emails to internal users and credentialed Experience Cloud site visitors.").

1. Determine which stage to add the interactive step to.
2. In the stage element, click **\+ Add Step**, and select **Interactive Step**.
3. Enter a label, API name, and description.
4. (Optional) Under Select When to Start the Step, select a condition.
    - To automatically start the step when the stage starts, select **When the stage starts, the step starts**.
    - To start the step after another step is completed, select **When another step is marked Completed, the step starts**. Then enter the name of the step to be completed first.
    - To specify up to 10 requirements to meet before the step can start, select **When the specified requirements are met, the step starts**. Then configure the requirements.
    - To use complex requirements to determine when the step starts, select **When the specified evaluation flow returns True, the step starts**. Then select an active evaluation flow.
5. Under Select an Action to Run, select an active screen flow to run for the step. Provide values or the API names of resources for the selected flow’s required inputs.
6. Under Select Someone to Complete the Action, select an assignment type.
    - To specify a user, select **User**.
    - To specify a regular public group, select **Group**.
    - To specify a group that’s a queue, select **Queue**.
    - To specify a resource that contains a user’s username, a group’s API name, or a queue’s API name when the orchestration runs, select **Resource**.
7. Specify the assigned user, group, or queue.
    
    - If you selected User, search for the name of an internal user or a credentialed Experience Cloud site visitor, and select it from the list.
    - If you selected Group, search for a group’s label, and select it from the list.
    - If you selected Queue, search for a queue’s label, and select it from the list.
    - If you selected Resource, select the API name of the variable that contains the assignee’s username, the group’s API name, or the queue’s API name when the orchestration runs.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)
    
    Important Don’t select $User for Resource. The $User global variable evaluates to the system user when the orchestration is running in system context. An interactive step can’t be assigned to the system user.
8. (Optional) To send a custom email notification to assignees when an approval work item is created for this step, select **Customize notification email**. Create text templates for a personalized email subject and body and enter their API names for **Subject** and **Body**. Or enter text for the email’s subject and body.
9. (Optional) Under Select When to Complete the Step, select a condition.
    - To complete the step when the assignee has completed the associated work item, select **When the assigned user has completed the screen flow, the step is marked Completed**.
    - To specify up to 10 requirements to meet before the step is completed, select **When the specified requirements are met, the step is marked Completed**. Then configure the requirements.
    - To use complex requirements to meet before the step is completed, select **When the specified evaluation flow returns True, the step is marked Completed**. Then select an evaluation flow that you’ve created, tested, and activated.
10. Save your work.

#### See Also

- [_Salesforce Help_: Route Work with Omni-Channel](https://help.salesforce.com/s/articleView?id=service.omnichannel_intro.htm&language=en_US)
- [Flow Orchestration Interactive Steps](https://help.salesforce.com/s/articleView?id=platform.orchestrator_concepts_steps_interactive.htm&release=264.0.0&type=5 "An interactive step references an active screen flow and generates an orchestration work item. An assigned user completes the active screen flow in the Flow Orchestration Work Guide on the related record page. You can control when an interactive step is ready to start or when its status is set to completed. All interactive steps are processed asynchronously.")
- [Running Context of an Orchestration](https://help.salesforce.com/s/articleView?id=platform.orchestrator_concepts_running_user.htm&release=264.0.0&type=5 "The running context determines the access that an orchestration has to Salesforce data and the context used by a paused orchestration to resume. By default, the running context of an orchestration is the Automated Process User in system context.")