TABLE OF CONTENTS


Variables are a useful way to display dynamic information into a workflow. This can be helpful to personalize the workflow, as well as reducing human error by less copy-pasting.


Variable Types

Here's all the different types of variables available:

  • An input section in a previous task
  • The division name
  • The current user's name
  • The current user's role
  • The current date
  • The workflow's name
  • The workflow's due date
  • The workflow's created date
  • The workflow's URL
  • The template's name
  • The template's URL
  • The task's name
  • The task's due date
  • The task's URL


Example: User's Name in Checklist Label

Here's a simple example. Let's personalize a checklist that asks whomever is running the workflow what their favorite color is:


In your template, in the label field for the Checklist section, type {{. This opens a menu that displays all the available variables:


Then, choose the First name of the current user variable. Add some extra text to the label after the variable string, asking what their favorite color is:


Now, when a workflow is ran, it will look like this:


Example: Displaying Data Entered in Previous Task

First, we add a Radio Button section to Task 1, and set its label and options as below:


Then, in Task 2, we add a Text section and type "Favorite Color:" followed by {{ which opens the variables menu:


At the bottom of the variables menu, we select the Radio Button from Task 1:


So the final Text section looks like so:


Now, we create a new workflow from this template, and choose our favorite color:


Then we observe that our selection appears in Task 2: