Use values from earlier steps
Fill a step's field with real data from the run, such as the email of the person who triggered it or the record a previous step found, instead of a fixed value. A value like this is a variable, written {{ … }}, and it shows in the field as a chip.
Insert a variable into a text field
- Click the step, then click the { } icon next to the field's label.
- Pick a source: Trigger, an earlier step by name, or Workflow variables. Or type in Search variables… to search them all.
- Pick the value. It drops into the field as a chip; Backspace removes the whole chip.
Faster: type {{ in the field and choose from the suggestions.
Use a variable in a list, switch or number field
- Click the { } icon (Use a variable) next to the field. The field turns into Choose a variable….
- Click it and pick the value as above.
Click the icon again (Use a fixed value) to go back.
Name a step so it's easy to reference
Each step has a reference name, used in its variables: {{ steps.find_record.title }}. To change it, right-click the step, choose Rename, and edit Reference name (a letter, then letters, numbers or underscores). Every variable that points at the step is updated for you. Display name only changes the label on the canvas.
Keep a value for later steps
Add a Set Variable step, enter a Variable name such as total and a Value. Every later step can use {{ vars.total }}, including steps after a Delay, and after two branches meet again. Set Variable doesn't calculate; use a Transform step to work a value out, then store its result.
Good to know:
- A step only offers values from steps connected before it. If it isn't connected yet, the picker has nothing to show.
- To see the actual values, test the flow and look at each step's output.