Initialize Variable

The Initialize Variable workflow action allows you to add a new complex variable to the workflow context, such as an entity, lookup, or object, which can then be used in subsequent workflow steps.

Key Configuration Fields

  • Name

    • Enter a unique name for this workflow action.

    • Validation Rules:

      1. The name must be unique.

      2. The name length must be between 2 and 100 characters.

      3. The name cannot be empty.

      4. The name cannot include special characters, or spaces, or start with a numeric character.

  • Type

    • Select the type of the variable you want to initialize.

    • Available options:

      • Entity

      • Lookup

      • Object

      • Input Group

      • Named Object

      • Configuration

  • Object

    • This field will be displayed when the Type is set to Object.

    • Lists all objects available in the system.

  • Entity

    • This field will be displayed when the Type is set to Entity.

    • Lists all entities available in the system.

  • Lookup

    • This field will be displayed when the Type is set to Lookup.

    • Lists all lookups available in the system.

  • Input Group

    • This field will be displayed when the Type is set to Input Group.

    • Lists all input groups available in the system.

  • Configuration

    • This field will be displayed when the Type is set to Configuration.

    • Lists all configurations available in the system.

  • Continue on Error

    • A toggle that, when set to True, allows the workflow to continue running even if an error occurs during the initialization process. The workflow will bypass the error and proceed without pausing.

Behavior After Configuration

The initialized variable will be added to the workflow context on submission, allowing it to be referenced in subsequent workflow actions.

Editing the Initialize Variable Action

  • Always Disabled: Name field

  • Always Editable: Continue on Error toggle

  • Disabled Once Used or Referenced in Another Workflow Action: Type, Object, Entity, Lookup, Input Group, and Configuration fields

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