Logic Composer

Flow step reference

Every step you can add to a logic flow, grouped by the categories of the step picker, with what each one does.

The logic flow designer offers 43 steps, grouped into the same seven categories you see as filters in the step picker: Records, Queries, Variables, Control, Logic, Messages and Integration. Inside each category, the picker lists steps alphabetically.

Records16 steps that read and change individual rows.Queries5 steps that work on every row a query finds.Variables3 steps that keep values and set outputs.Control8 steps that branch, repeat, stop and handle errors.Logic6 steps that run other logic.Messages4 steps for email and events.Integration1 step that calls REST APIs.

Settings every step has

Step Name (required). Suggested from the type, for example GetEntityById1. It must be unique in its branch, can be up to 50 characters, and accepts letters, digits, spaces, _ and -. The step’s variables are named after it, so choose a meaningful name.
Docs tab: optional notes about the step, opened later from the step’s ⋯ menu > Documentation.
Most value fields are expressions, built in the expression editor from inputs, data, earlier steps’ variables, constants and functions.

A step that fails ends the flow with an error. To keep going after a failure, put the steps in a Try / Catch.

All steps

The picker descriptions say “row” on Dataverse and “record” on-premises.

Records

Step	What it does
Add Entity Annotation	Add a note, optionally with a file, to a row.
Add / Remove Team Member	Add users to a team, or remove them.
Assign Record	Give a row to a user or team.
Associate Multiple Relationship	Link a row to several rows (many-to-many).
Associate Relationship	Link two rows (many-to-many).
Clone Record	Copy a row, optionally with its child rows.
Delete Entity	Delete a row.
Disassociate Multiple Relationship	Unlink a row from several rows.
Disassociate Relationship	Unlink two rows.
Get Entities By Relationship	Read the rows related to a row.
Get Entity By Id	Read one row by its id.
Queue	Add a row to a queue, pick, release, remove or route it.
Recalculate Rollup	Recalculate rollup columns now.
Save Entity	Create or update a row.
Set State / Status	Change a row’s status, for example deactivate it.
Share / Unshare Record	Share a row with users or teams, change their rights, or stop sharing.

Queries

Step	What it does
Aggregate Query	Count, sum, average, or find the minimum or maximum of what a query finds.
Delete Records from Query	Delete every row a query finds.
Execute Multiple Request	Create, update and delete many rows in one batch.
Execute Query	Read the rows a query finds.
Update Records from Query	Set the same fields on every row a query finds.

Variables

Step	What it does
New Variable	Declare a variable to use in later steps.
Set Output	Set what the flow gives back.
Update Variable	Change a variable, a row’s fields, or a list.

Control

Step	What it does
Break	Leave the Loop or Iterator it is in.
Condition	Run steps only when something is true, with an Else.
Halt	End the flow here, without an error.
Iterator	Repeat steps for each item in a list.
Loop	Repeat steps with a counter.
Raise Error	Stop the flow with an error code and message.
Switch	Pick a branch by matching a value.
Try / Catch	Handle errors from the steps inside, with Finally steps that always run.

Logic

Step	What it does
Execute SDK Message	Call any platform message by name, such as QualifyLead or CloseIncident.
Run Business Process	Start a business process on a row. Offered when Logic Process Orchestrator is installed.
Run Logic Block	Run a logic block and use its results.
Run Logic Flow	Run another logic flow and use its results.
Run Process Action	Run a Dataverse action (on-premises: an action) and use its results.
Run Process Workflow	Run a classic workflow on a row.

Messages

Step	What it does
Create Email	Create an email, from a template and with attachments, and optionally send it.
Publish Event	Raise an event for its event handlers.
Resolve Recipients	Turn a team, security role, business unit or queue into a list of users.
Send Email	Send an email that already exists.

Integration

Step	What it does
Call Rest Api	Call an operation of a REST service connection and handle each response.