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Using variables in Workflow step details

If you find yourself copying and pasting data from a your checklists to update a document, variables might be helpful in that process.

There are two types of variables that are available:

  • Global
  • Data Collection Specific

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 checklist 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.

Global Variables

These variables are available on every workflow.

{{checklist.due_date.full}}

{{checklist.name}}

{{current_date.full}}

{{current_date.day}}

{{current_date.month}}

{{current_date.year}}

{{current_user.email}}

{{current_user.name}}

{{organization.name}}

{{department.name}}

{{step.due_date.full}}

{{step.name}}

Updated on November 21, 2021

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