1.0 - Variables in Rules or Data Sources - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.0
category
User Guide
featnum
B035-3800-099K

Several types of variables can be used in the Rules module or Data Sources module.

Variable Type Where Created Where Used
Global Global variables module
  • Rules or Data Sources
  • Workflows or Customer Lists
Rule or Data Source Map and Calculate step in the Rules module or Data Sources module
  • Rules or Data Sources
  • Workflows or Customer Lists
System-defined (Workflow or Customer List) N/A: Listed in the Formula Builder (Map and Calculate step in the Rules module or Data Sources module) Rules or Data Sources
Variable Names
  • Spaces should not be used in variable names, however, you can use the underscore character.
  • Rule variables and workflow-level variables can have the same name.
  • Global variable names must be unique.
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 module or Customer Lists module 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.