How to Use Variables

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 requiring less copy-and-pasting. 

In Workflow Schedule names:

In the Label fields of template sections:

In the Text section:

Here's all the different types of variables available:

• An input section in a 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

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:

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: