Variables are used to store data which can then be used within the workflow for decision-making, informational display, or use within a script. Variables by nature are changeable.
Throughout the lifecycle of a workflow, the values stored in the variable can be modified, queried, and used in scripts and other workflow objects.
Types of variables
Workflow variables are currently limited to the following types:
- Number. A number variable is useful for counting. Values can either be positive or negative whole numbers
- String. A string variable is used for storing text values. String variables can up to 255 characters in length
- Date. A date variables is used for storing date values
- Entity. A dual-state variable that stores data about an entity eg. a Client.
To create a variable, ensure that the Variables dockable panel is displayed. This is located on the right of the workflow designer. This panel can be “pinned” to stay open and visible.
- Click Add to create a new variable.
- Select from either a number, or a string type variable.
- Give the variable a meaningful name
Renaming and Deleting Variables
Once a variable has been created, it can be renamed, or deleted. Use the options on the dockable variables panel to perform these functions.
Assiging values to variables
Once a variable has been created, you can assign a value to it by a number of different ways, including:
- Explicitly setting the variable to a specific value
- Prompting the user to input a value
- Running a script (SQL or Powershell) to set the value
Working with Variables
When a variable is clicked on in the workflow panel, all workflow objects that use that variable will highlight in a different colour. This makes it easy to see which objects are using that variable. Conversely, clicking on a workflow object that contains a variable will highlight the variable in the workflow panel.
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