You can define variables at the workflow level to be consumed in workflow activities. These variables store values like text, numbers, decimals, or JSON. This makes it easy to pass information between steps, helping to manage and automate tasks.
Example: In a contract management workflow, you can create a variable called "ClientName" to store the name of the client. This variable can be used in various activities of the workflow.
To add variable
Open existing workflow definition from the listing page.
Click Settings tab and select Variables menu from the left panel.
Click NewVariable. The Add Variable window appears.
Enter or select values for the following fields:
Field
Description
Name
Enter a name for the variable.
Data Type
Select the type of data the variable will hold, such as text, integer, decimal, or JSON.
Value
Enter or select the specific value for the variable.
Description
Enter a relevant description for the variable.
Click Submit.
The variable is listed under the Variables section and can be used in relevant activities where field properties can be set. You can edit, clone, or delete the variable from the Variables listing page.
Before deleting a variable, verify if it is being used in any activity. Removing a variable that is part of one or more activities can impact the workflow execution.