Managing Context Variables

Context variables are an important part of Workflow Builder, allowing you to define, store, and pass different values throughout your workflows. In this article, we will discuss how to set-up and use pre-built and custom context variables within Workflow Builder.

Creating Custom Context Variables

     To create a custom context variable, click on the Context Variable button on the top right of the screen.

The context variable editor drawer will open.

     This drawer is your location for creating, deleting, and managing the various parameters and variables you'll use in your workflows.You'll notice there are quite a few prebuilt variables, all with different variable types and predetermined names. These default variables will always be available, and you do not have the option to edit them.

     If you'd like to create your own variables you can do so by scrolling to the bottom of the list and clicking Add Context on the bottom left. Once here, choose a display name for the variable and the variable's data type. Each data type has its own unique purpose, so make sure to select the correct type for each variable. The different options for the data types are:

• Short Text: used for smaller text inputs, such as names.
• Long Text: used for longer text inputs, such as descriptions.
• Checkbox: a simple checkbox that is used for boolean values - True/False.
• Number: any number, whether an integer or a decimal value.
• Email: used for email domain inputs.
• Phone: used for phone number inputs.
• List: used for drop-down selections.
• Multi-Select List: used for multiple drop-down selections
• Date: used for dates, stored in ISO 8601 format (yyyy-mm-dd).

Note: if an admin tries to add the wrong input into a variable, for example a name into an email field, the system will block them from proceeding until the input is corrected.

Using Context Variables in Workflows

Once you have your custom variables created, you are now ready to define and use the values in a workflow! To do so, simply reference any variable by typing out the name of the variable prefixed by a dollar sign ($). You can also assign a value to a context variable through the widget snippet dynamically or statically.

You can use context variables in a few ways within Workflow Builder including:

• Adding variables to most text fields
• Using forms to collect user-inputs and store them
• Adding variables to Handoff and API Actions

Using Drop-Downs in Workflow Builder

The List type context variable allows a user to create a dropdown in workflow builder.  You can name the context variable and then add a list of possible values for that variable.  This list of values will be the dropdown options. 

Setting Variables in the Embed Script/Code Snippet

If you want to set the value of a context variable before the widget conversation begins, you can do this using workflow context and the code snippet.

1. Set the variables you want to add to the code snippet as "Workflow Context" in the Context variables page
2. After saving your changes, the Embed Section of the Widget Configuration page will show you how to set the value of those variables, as well as the rest of the embed script

You can either set these dynamically for variables that are user-dependent, such as email, or leave them constant for variables that are domain specific or user-independent.