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Create a probe activity

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Create a probe activity

Use these instructions to create a Probe activity.

Before you begin

Role required: activity_creator or workflow_admin


  1. Navigate to Workflow > Workflow Editor.
  2. In the workflow palette, select the Custom tab.
  3. Click the +icon.
  4. Select the Probe template.
    Activity template selection
  5. Complete the fields shown in the table.
    Table 1. Fields common to all activity designer templates
    Fields Description
    Name Descriptive name of the activity. Select a unique name that makes the activity easily identifiable in the palette.
    Short description Brief description of what the activity does.
    Image Icon that identifies an activity of this type in the workflow palette.
    Execution template Predefined template selected for this activity.
    Application Current scope set on the instance. To view the scope, click the gear icon on the right side of the title bar in any record or list and look at the value in the Application field. The activity runs in this scope within a workflow. You cannot view or change the scope for the instance in the workflow editor.
    Accessible from Accessibility setting for this activity, by scope. The following options are available:
    • All application scopes: This activity is available to all application scopes.
    • This application scope only: Use of this activity is restricted to the scope named in the Application field.
    Category Category for this activity in the Custom and Packs tabs. All categories are listed under their scope in the collapsible hierarchy.
    Description Detailed description of the activity.
  6. To configure the Inputs tab for this activity, see Probe template inputs.