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Using variables in Workflows

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.













Updated on May 26, 2022

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