Business Action: Set Workflow Variable

This operation can copy a static value, an attribute value, or a workflow variable value, to a workflow variable value.

For example, a group of five users have access to a workflow, and can submit a product from the Edit state to the Review state. There requirement is to identify which of these users submitted a particular product. This action is added to a business rule to save the details to an attribute. The business action is set on the desired state in the State Editor on the 'On Exit' tab.

Prerequisites

Before using this operation:

  1. Ensure at least one variable exists on the workflow. For more information on workflow variables, see the Workflow Variables topic in the Workflows documentation here.
  2. Create a business rule as defined in the Creating a Business Rule or Library topic here.

Configuration

  1. On the Edit Operation dialog, select the Set Workflow Variable option from the dropdown.
  2. Select the target workflow by typing into the field on the left to use the auto-complete search functionality, or click the ellipsis button () to display the Select Workflow dialog. Use search or browse to select the workflow, then click the Select button. The selected workflow must have variables.
  3. Select the target workflow variable from the Variable dropdown. The selected variable for this workflow will be changed to be equal to the value that exists in the source.
  4. In the center dropdown parameter, make a selection to display additional required parameters.

Select the source attribute by typing into the field on the right to use the auto-complete search functionality, or click the ellipsis button () to display the Select Attribute dialog. Use search or browse to select the attribute, then click the Select button.

Select the source workflow by typing into the field on the right to use the auto-complete search functionality, or click the ellipsis button () to display the Select Workflow dialog. Use search or browse to select the workflow, then click the Select button.

Use the Variable dropdown to select the variable that holds the value used to update the target attribute value.

Set the source value by typing into the field on the right. This text will be used to update the target value.

  1. Click the Save button to add the operation to the business rule editor.