The Set Variable block allows you to create and update variables in Checkbox.
Creating New Variables
To create a new variable, you can use the "Create new variable" option. This will reveal additional form fields where you can specify the name and initial value of the variable you want to create. The initial value can be any text, number, or date that you want to store in the variable.
For dates, you can either choose to capture the current timestamp or specify a particular date.
Updating Existing Variables
If you want to update an existing variable with a new value, you can use the "Update existing variable" option. This will reveal additional form fields where you can specify the variable you want to update and the new value you want to assign to it. You can update variables with any text, number, or date value.
Format existing LIST variable
If you want to add formatting to an existing LIST variable or just want to turn a LIST variable into a string, you can use the "Format existing LIST variable" option.
With this function, you can specify what suffixes should be added to the end of items in your LIST variable. This is useful when certain punctuation or formatting is required in DOCGEN use cases.
The concatenated string that is returned by this block will include the formatting and suffixes. To return a concatenated string without formatting or suffixes, just leave the suffix fields blank.
Here are a few examples of how you can use the Set Variable block:
- In a project management app, the due date for a task may be stored in a single variable but is updated every time the next user in a workflow is assigned. This single due date variable is exposed and displayed on the dashboard via a list view widget.
- In a sales tracking app, a lead score may be given and stored in a lead score variable. However, after further review of the lead's interactions, this initial lead score may be revised. This single lead score variable is exposed and displayed on the dashboard via a list view widget.
- In a customer service app, comments left by each agent in the workflow need to be collected into a list. As the end user progresses along the App, the list needs to be updated to append additional comments that are added by other agents in the workflow. This will accumulate a list of comments at the end to allow the previous agent to review.
If you have any questions or feedback, please don't hesitate to get in touch with our support team.