Set Variable stage

Set Variable Stage

The Set Variable stage allows you to assign a value to a predefined or new variable within your workflow. These variables can hold data from earlier stages, calculations, or static values and can be used in later stages like Add Record, Update Record, Conditions, Notifications or AI Stages.

Interface Overview

1. Name

• Specify the name of the variable you want to set.

• This must be unique within the workflow.

2. Select Data Type

Choose the data type for the variable. Common types include:

• String

• Number

• Decimal

• Boolean

• Date

• Record

• Records

3. Value

Choose what value you want to assign to the variable. Options include:

• Custom / Static Value (e.g., "Approved", 10, true, "2025-08-08")

• Stage Output Use outputs from previous workflow stages:

“outputs(StageName)”

Example:

• outputs(Add_Candidate Record)

• outputs(Update_New Record)

Once selected, you can reference this variable using: ${Variable:YourVariableName} Or for specific fields (if it’s a record/records): ${Variable:YourVariableName:FieldName}

Example

You added a candidate using a stage named Add_Candidate Record. You now want to store the output for later use.

• Name: Candidate_Record

• Data Type: String

• Value: outputs(Add_Candidate Record)

You can later access the candidate record using:

${Variable:Candidate_Record}