Set Variables step

Use the Set Variables step to update process variables. You have the option of setting static values manually or setting dynamic values by using inline functions, SmartObject data, and context from the workflow.

You should only store the amount of data required for the workflow, such as using record IDs instead of storing all record data in fields. This helps minimize the amount of data that is stored on the server. You may also want to disable the audit log of variables in order to further minimize workflow size and server load.

Use the Set Variables step in the following scenarios:

  • To indicate how long a process has been running
  • To map values to the folio
  • Update process fields with new data
  • Keep an updated count of iterations for a particular step in a workflow

Note that references are often easier to create and reuse than manually storing record IDs in variables. Drag the Set Variables step from the Basic category, Favorites bar, or the Recent category onto the canvas.

Example of a Set Variables step in a workflow

See the following resources for more information: