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Config

The Config tab is designed for specifying assignments, when creating or editing workflows within the platform.

Overview

  • The Assignment action serves the essential purpose of storing information in a workflow. It works by assigning a specific value to a variable, which can then be referenced or manipulated throughout the entire workflow.

  • Variables are placeholders for data, and the assignment process allows you to control and utilize this data in various operations.

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For example, if you need to store a value that will be used in calculations or conditions the Assignment action is the first step.

  • This action is fundamental in most automation processes, as it allows for dynamic data handling.

  • Let’s explore the screens that follow, after drag-n-drop of Assignment action on workflow canvas.

Config

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After clicking on the + button, the following screen for specifying assignment conditions opens up.

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Condition

Description

Destination Type

It defines the target location where values will be stored or displayed.

Note: By default, the Destination Type is model. Other options include variable, cookie key, and local storage key.

Info

Reference: Destination Type

Model

When you select Model as the Destination Type, the Model field allows you to specify the exact model (such as a Salesforce Object) where the value will be assigned. This ensures precise targeting for your data assignment, allowing you to control where and how the data is applied within your application.

Note:

  • It is specifically dependent on the destination type one chooses.

  • If you choose another Destination Type, you will get that field label here.

Field

It defines the exact field or variable where values will be stored after assignment.

Note:

  • After choosing the second condition field, you will get this field visible in modal.

  • If you chose Model as second condition field, this will be field, and if you chose variable as second field, there will be variable.

Note: The following fields, namely Operator, Source Type, and Value, are disabled until you fill in the above 3 condition fields.

Operator

It is specifically an operator value, such as Set and Merge.

Source Type

It defines the origin of the data to be used for assignment.

Note: By default, the Source Type is Static. Other options include Model, Variable, Cookie Key, Local Storage Key, User, Null, and Blank.

Info

Reference: Source Type

Value

The available options will change depending on the selected source type. For example, if you choose "Static" as the source, you can provide a fixed static value.

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For example, If you are assigning a value to the "First Name" field for a contact, then the "First Name" field would be the Destination. This means that the value you provide for the first name will be stored or displayed in that specific field, ensuring that the contact's information is correctly recorded.

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