Quick Reference Guide
Workflow Actions: Populate Variable
ADD A POPULATE VARIABLE ACTION
Start by opening or creating a workflow. Click + Add Action and choose Populate Variable.
- Give your action a name—something like Set Region or Store Selected Email.
- Type in a Variable Name that you’ll use later. (Example:
assignedRegion) - Select the Source—either a field from your form, a value from your dataset, or a formula.
Once created, that variable can be reused across actions like Send Email, Confirmation Message, Open Webpage, and more.
Pro Tip: Use variables when you need to reference the same value in multiple places, especially across different branches. They make your workflows easier to manage—and they future-proof your logic if anything needs to change later.
USE YOUR VARIABLE IN OTHER ACTIONS
Anywhere you see a dynamic field, you can insert a variable using curly brackets. For example:
{{assignedRegion}}{{customerEmail}}{{selectedDate}}
This keeps your workflows flexible and readable—especially when branching gets complex.
FORMULAS & COMBINED FIELDS
You can also populate variables with formulas to combine data or transform values before storing them.
Example: If you want to store a full name, use a formula like:
{{First Name}} + " " + {{Last Name}}That stored value ({{fullName}}) can now be used later in a confirmation message, alert, or webhook.
