Variables are fundamental to any process workflow as they enable efficient data flow—the movement of data between the steps of a process.

Each step in the workflow depends on inputs that can be static values, data retrieved from previous steps, or complex variables such as dictionaries, lists, records, or tables. These variables act as act as placeholders that hold and transfer data dynamically, allowing the process to adapt and execute accurately. By managing data through variables, workflows become flexible, scalable, and capable of handling complex logic essential for automation.

Variables Overview

  • Variables are used to store data such as numbers, text, dates, or complex objects that a process can use and modify as it runs.
  • Supported variable types include String, Dictionary, Boolean, Datetime, Number, File, Window, List, Record, Table, and Any.
  • Variables can have different scopes—global variables are accessible throughout the entire process, while local variables are only accessible within a specific action or sub-process.
  • Variables enable decision-making, data manipulation, information transfer between steps, and control over the process flow.
  • Values can be assigned or updated dynamically using expressions, user input, or system data.

Supported variables types

The data type of a variable is an attribute that specifies the kind of data that can be stored in that variable. Variable types allow for flexible data handling and support complex automation logic within workflows. By effectively utilizing variables, you can create automation workflows that are more dynamic and powerful. For more information on supported variable types in a process workflow, see Supported variable types in Process Composer.

Expression builder

When you create process automation, in the properties panel for elements that allow access to variables, you can either enter a value or click Insert a value in the property field to build the type of expression you want to create.
The Expression builder tool within the process automation workflow helps you to create, edit, and validate expressions used in your automation logic. It provides a user-friendly interface to construct complex expressions with ease. The following are the benefits of using expression builder:
  • Easily define dynamic values and conditions with improved clarity.
  • Ensure syntax accuracy through enhanced validation features.
  • Simplify the creation of logical statements for better understanding.
  • Improve efficiency and reduce errors when building automation rules.

When you open the Expression Builder, you can select from Variable, Global value, or Element, providing the flexibility to create expressions tailored to your specific needs. Upon choosing a variable, the system presents a list of relevant methods and arguments, guiding you to make informed decisions and improve the accuracy of your expressions.

As you build your expression by selecting variables and methods, you can preview the result in real-time. If the expression is invalid, an error icon appears, allowing you to identify and correct the issue quickly. This iterative approach gives you complete control to refine and perfect your expressions, ensuring they precisely meet your workflow requirements.

Capabilities

Watch the following videos to learn about the capabilities of the Expression builder:
  • Preview option

  • Ability to build nested expressions

  • Resuming from highlighted expression