Variables in Workflows or Customer Lists | Vantage CX - 1.4 - Variables in Workflows or Customer Lists - Vantage Customer Experience

Vantage Customer Experience User Guide

Product
Vantage Customer Experience
Release Number
1.4
Release Date
June 2021
Content Type
User Guide
Publication ID
B035-3800-099K
Language
English (United States)

You can use the following variable types in Workflows and Customer Lists.

Variable Type Where Created Where Used
Global Global variables
  • Rules and Data Sources
  • Workflows and Customer Lists
Rule and Data Source Map and Calculate step in Rules and Data Sources
  • Rules and Data Sources
  • Workflows and Customer Lists
System-defined (Workflow and Customer List) N/A: Listed in the Formula Builder (Map and Calculate step in Rules or Data Sources) Rules and Data Sources
Variable Names
  • Do not include spaces in variable names. Alternatively, you can use underscore character.
  • Rule variables and workflow-level variables can have the same name.
  • Global variable names must be unique.
  • The following reserved words cannot be used as variable names:
    • activateType
    • callback
    • currentUser
    • execution_credentials
    • executionResumable
    • integrationId
    • last_data
    • last_enddate
    • last_errorcode
    • last_exception
    • last_rowcount
    • last_status
    • last_startdate
    • lastTaskId
    • results
    • resume_seq_num
    • resumes
    • rootWorkflowId
    • rootWorkflowName
    • runId
    • subRunId
    • taskId
    • taskName
    • validate
    • workflowExecutionType
    • workflowId
    • workflowName
  • The following reserved words cannot be appended to variable names:
    • _results
    • _resumes
    • _resume_subworkflow_processes
    • _rootworkflow_resume
    • _checkpoint
    • _calling_task_id
  • The following reserved words cannot be prepended to variable names:
    • lastTaskId_

The reserved words are not case-sensitive.

Global Variables
  • Global variables are system-wide variables that have their values populated during workflow or customer list execution and relate to the state of that workflow or customer list and its tasks. You cannot override the values.
Rule or Data Source Variables
  • Rule or Data Source variables are added to a rule or data source at the Map and Calculate step (see Mappings and Calculations). Use the Formula Builder to create rule variables. You can add variables after a rule or data source is created by accessing the Rule summary or Data Source summary page (select a rule or data source for editing).
System-Defined Variables
  • System-level variables are predefined and give users access to Workflows or Customer Lists information such as workflow ID or customer list ID. They can also be used in the Notify node and as assignments to other variables in the workflow or customer list.
Workflow-Level Variables or Customer List-Level Variables
Add workflow- or customer list-level variables to allow the system to read values from data sources (using Select rules, Select data sources, or output parameters in a stored procedure). You can use these variables for a number of purposes, for example:
  • Direct workflow or customer list execution paths using conditional expressions
  • Pass to variables in sub-workflows and rules or sub-customer lists and data sources
  • Pass as input parameters to Stored Procedure and Macro nodes
  • Use in calculations in Variable nodes