Using variables in Workflows
Tokens pull from data collected during a workflow run, letting you enter a value once and automatically display or reuse it in other steps, rich content, emails, and automations. Global Tokens are the exception: reusable placeholders you define at the account level for shared values (like your standard signature, legal footer, or help-desk URL) across many workflows.
There are three types of variables that are available:
- System
- Data Collection Specific
- Account-level
Data Specific Variables
For each of your data collection fields, there’s a variable corresponding to the name. For example, if you have a data collection field called email address in your workflows that collects an email, there is a variable available {{email address}}. Or if you collect a person’s name (and you labeled the field name), then {{name}} can be used to dynamically display what was entered in the run.
The format is simply to use the data label within brackets {{your data label}} and we’ll display your full list to easily insert in your content. Watch the video below to see how.
System Variables
These variables are available on every workflow.
- {{run.title}}
- {{run.detailed_title}}
- {{run.due_date.full}}
- {{run.external_id}}
- {{current_date.full}}
- {{current_date.day}}
- {{current_date.month}}
- {{current_date.year}}
- {{current_user.email}}
- {{current_user.name}}
- {{organization.name}}
- {{department.name}}
- {{run.participants}}
- {{step.due_date.full}}
- {{step.name}}
Videos in this article: