Workflow Variables

Workflow variables are dynamic components that help you define and create custom types of data inputs that can be used in Workflow activities. These variables can hold different types of information such as text, numbers, dates, boolean values, or complex structured data (JSON) to store and manage data dynamically throughout the execution of Workflow processes.

Follow the steps below to define Workflow variables

1. Navigating to the required Workflow on which you intend to introduce the variables.
2. Navigating to the Variables tab under the Workflow Setup panel to access the variables. This will open the variable modal, allowing you to define and manage your variables.
3. In the variable modal, clicking on the Add button to start defining a new variable.
4. Providing a descriptive name for your variable. This name indicates the purpose of the variable.
5. Choosing the appropriate type for your variable from the available options
   • Number For numerical values.
   • String For text-based values.
   • Boolean For true or false values.
   • Date For date values.
   • JSON For structured data in JSON format.
6. Depending on the selected variable type, inputting the value
   • For a boolean variable, selecting either True or False.
   • For a date variable, using the calendar picker to choose a date.
   • For a number variable, entering the numerical value directly.
   • For a string variable, inputting the desired text.
   • For a JSON variable, entering the JSON structure or array.
7. After defining the variable and its value, clicking on the Save button to add the variable to your Workflow.
8. To delete a specific variable, clicking on the associated Delete icon.

Using Variables

In Workflows, variables enable dynamic configuration of activity parameters, allowing for flexible and reusable automation logic. Instead of entering static values manually, you can reference predefined variables to make your Workflow more adaptable to different contexts or inputs.

To use variables when configuring a Workflow activity

Select the Activity Choose the specific activity within the Workflow where you want to apply a variable.

Enable Variable Input Switch from Use Editor to Use Variable by toggling the fx button next to the input field.

Choose a Variable A list of available variables will be displayed. Select the appropriate one based on your requirement. These variables may be defined in previous steps of the Workflow, passed as inputs, or globally available.

Apply and Save Ensure you save your changes. Once saved, it will be automatically used during Workflow execution.