Change stage

The Change stage action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. directs the workflow or agentflow to another stage or exits all stages and continues the workflow or agentflow.

Not all workflows or agentflows are linear from beginning to end. You can redirect workflows or agentflows back and forth between stages by using both the Branch by stage and Change stage action. The Change stage can be placed anywhere on a branch. All actions on the branch before and after the Change State action will execute when the Change stage action is run.

Note:  The Change state action is used within a Branch by stage action. Using it outside of a Branch by Stage action may cause an error when publishing the workflow or agentflow.

What are stages?

Stages structure your workflow or agentflow into repeatable paths that you can switch between at any point, creating back-and-forth interaction, rather than a strictly linear progression. Rules within the workflow or agentflow determine when to switch from one stage to another, allowing workflows or agentflows to return to earlier stages, repeat them or skip them altogether.

How do the Branch by stage and Change stage actions work together?

When you are designing a workflow or agentflow:

  • The Branch by stage action creates the stages of the workflow or agentflow.
  • The Change stage action controls when one stage changes to another.

Important: When there are multiple Change stage actions in a branch, only the last one is executed.

Note: This video was recorded using the classic navigation. If you're using the new navigation, you may notice differences in layout and menus. While the overall functionality remains the same, navigation steps may vary slightly.

Before you begin: 

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Add and configure the Change stage action

  1. Add the action to the designer canvas and open the action configuration panel. For more information, see Add an action to the workflow.

  2. Select an option for Set next stage.

See the Change stage fields table for all the configuration fields.

Field

Description

Set next stage

The next stage (branch) or the Exit option. The Exit option directs the workflow or agentflow to the actions that follow the set of stages. Select branch or "Exit" from the drop-down list,  or select a variable.