Variables

Variables are used to store temporary values within the workflow as a Parameter.

Defining a variable

To define a variable:

  1. Open the workflow in Workflow Builder mode, see Create or Edit Workflow.
  2. Select the Start Activity icon. The Configuration Panel displays properties. 
  3. In the Configuration Panel, select the Variables tab.

Configuring a variable

To configure a variable:

  1. Select the + icon to add a single variable or repeat to add multiple variables, see screenshot.
  2. Type the name for the variable.
  3. Select the variable type.
  4. Select the value of the variable.

Note

  • For some types like Record Argument and Record List you also have to select the object it refers to
  • You can set an initial value if you want.  Warning - these values are set before the workflow starts so it does not know what the input values are at this stage.

Screenshot: Workflow Start - Variables properties