Welcome > Process Designer module > Process variables > Create process variables

Create process variables

  1. Open the process map in which to create a process variable.
  2. On the Modeling bar, click Variables.

    The Variables page appears.

  3. Enter a unique Name for the variable, such as CustomerName.
    By default, the name of the variable becomes the ID of the variable; however, you can change the ID if needed.
  4. Enter a unique ID for the variable, such as CUSTID.
    For naming convention of name and ID, see Name conventions.
  5. On the Type list, select the type of variable to create.
  6. Select, enter or configure a Value for the variable.

    Note the following:

    • To provide a dynamic value, at runtime, leave the Value empty.

    • In some nodes such as Email, C#, VBNET, and Decision, plain text is being replaced by variable with the same name. For example, if you have a variable called ID and if you type the text VOID, the plain text will be replaced by VO[ID]. This only happens at design time; at runtime the values validate and appear correctly.

    See the following table for more information.

    Type Process of creating this variable
    Bool Enter a value for this variable.
    Byte Enter a value for this variable.
    Checklist See Create a checklist variable.
    Complex See Create a complex variable.
    Currency Enter a value for this variable.
    Data Backbone See Create a data backbone variable.
    Date Enter a value for this variable.
    Decimal Enter a value for this variable.
    Document Consume a document from the extraction group.
    Double Enter a value for this variable.
    Dynamic Complex See Create a dynamic complex variable.
    Entity Consume the entity.
    Float Enter a value for this variable.
    Folder

    Consume a folder from the folder type.

    JSON Expression

    See Create a variable of JSON Expression type.

    Long

    Enter a value for this variable.

    Nullable Date

    Either leave the Value box empty to allow the value to be null, or enter a date.

    Nullable String

    Either leave the Value box empty to allow the value to be null, or enter a string value.

    Short

    Enter a value for this variable.

    String

    Enter a value for this variable.

    System

    See Add a system variable to a process.

    XML

    See Create an XML variable.

    XML Expression

    See Create a variable of XML Expression type.

  7. Click Yes to use the variable for Process Initialization.
    Note This option is not available for a business rule.
  8. Click Add Add.
  9. To change the initialization order for process initialization variables:
    1. Click Initialization Order.
    2. Select the variable on the list.
    3. Click the Up or Down arrow as needed.
    4. Click Variables to return to the Variables page.