Global Variables

Global variables are account-level placeholders that can be accessed and used across all workflows in your organization. They provide a centralized way to manage values that need to be consistent across multiple workflows, such as company information, API endpoints, or configuration settings.

Accessing Global Variables

To access the Global Variables page, navigate to Account Settings > Global Variables from the left menu.

Creating a Global Variable

To create a new global variable:

1. Click the New Variable button in the top right corner
2. Enter a Name for your variable
   • Names must start with a letter
   • Names can only contain letters, numbers, and underscores
   • Names cannot be changed after creation
3. Select a Type for your variable (see Variable Types below)
4. Enter the Value for your variable
5. Optionally, add a Description to help others understand what the variable is used for
6. Click Create Variable to save

Variable Types

Global variables support the following data types:

Type	Description	Example Use Case
Text	Plain text string	Company name, email addresses, URLs
Number	Numeric values (integers or decimals)	Tax rates, thresholds, limits
Boolean	True or false values	Feature flags, on/off settings
Date/Time	Date and time values	Contract start dates, deadlines
List	Array of text values	Approved email domains, department names
HTML	HTML formatted content	Email templates, formatted text snippets

Using Global Variables in Workflows

Global variables can be used as placeholders in any workflow component that supports placeholders. To reference a global variable, use the following format:

${variableName.GLOBAL}

For example, if you have a global variable named company_name, you would reference it as:

${company_name.GLOBAL}

Inserting Global Variables

When editing a component that supports placeholders:

1. Type $ to open the placeholder menu
2. Global variables will appear in the placeholder list with a purple color indicator
3. Select the global variable you want to insert
4. The placeholder will be inserted in the format ${variableName.GLOBAL}

Editing a Global Variable

To edit an existing global variable:

1. Find the variable in the Global Variables table
2. Click the Edit icon (pencil) in the actions column
3. Modify the Value, Type, or Description as needed
4. Click Save Changes

note

The variable name cannot be changed after creation. If you need to change the name, you must delete the variable and create a new one with the desired name.

Deleting a Global Variable

To delete a global variable:

1. Find the variable in the Global Variables table
2. Click the Delete icon (trash) in the actions column
3. Confirm the deletion in the dialog

warning

Deleting a global variable will cause any workflows that reference it to fail when they try to use that placeholder. Make sure to update any workflows using the variable before deleting it.

Copying the Placeholder

To quickly copy a global variable's placeholder format:

1. Find the variable in the Global Variables table
2. Hover over the variable name
3. Click the Copy icon that appears
4. The placeholder (e.g., ${variableName.GLOBAL}) will be copied to your clipboard

Searching Global Variables

Use the search bar at the top of the Global Variables page to filter variables by name or description. This is helpful when you have many global variables and need to find a specific one.

Best Practices

Naming Conventions

• Use descriptive names that clearly indicate the variable's purpose
• Use underscores to separate words (e.g., company_email_address)
• Consider using prefixes to group related variables (e.g., smtp_host, smtp_port, smtp_username)

Documentation

• Always add a description to your global variables
• Include information about where the variable is used
• Document any dependencies or requirements

Organization

• Regularly review and clean up unused global variables
• Keep the number of global variables manageable
• Consider using global variables for values that are truly used across multiple workflows

Use Cases

Company Information

Store company-wide information that may be used in emails, documents, or forms:

• Company name
• Company address
• Support email address
• Website URL

Configuration Settings

Centralize configuration values that may need to be updated:

• API endpoints
• Environment-specific URLs
• Feature flags

Templates

Store reusable content:

• Email signature HTML
• Standard disclaimer text
• Notification templates

Business Rules

Define business rules that apply across workflows:

• Approval thresholds
• SLA timeframes
• Default values