Create Variables in Titan Flow

Business Background

Variables are integral to working with software and allow your business to store, reference accurately, and manipulate data in countless ways.

Titan Solution

Titan Flow offers your business different variable solutions for your project needs. The first option is pre-defined system variables, the second option is static variables, which admins can set up to store values, and the third option, called files, allows users to receive files stored in variables.

How to Video

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How to Guide

  1. Open your Titan Flow project.
  2. Click the Project Settings icon.
  3. Click the Tools option and click the Gear icon next to Custom Variables. The Custom Variables screen opens on Static by default.
Custom Variables
Custom Variables

You can set variables as follows:

Variables Function
SystemAdd system variables to use in your custom conditional logic. You can also populate an input field or a Salesforce field with a system value.
StaticUse static variables to affect elements, either from Salesforce, project elements, or other variables.
EnvironmentConfigure environment variables. An environment variable is a value that users can define to affect how processes behave on a computer.
NumericCreate a numeric variable that will let you perform dynamic calculations and store them, send them via email, or push them to Salesforce.
FilesUse a file variable to store, generate, and manipulate files during automated processes.
StringCreate a text variable that will allow you to perform dynamic manipulations using text inputs and fields from Salesforce and store them, send them via email, or push them to Salesforce.
Custom Variables options
Custom Variables options

Add a System Variable

Learn more about System Variables.

  1. Click the System option.
  2. Click the Add a System Variable (+) icon. The variable field will be added.
  3. Select the Default Value from the drop-down list and click the Apply button.
System Variables option
System Variables option

Add Static Variable

  1. Click the Static option.
  2. Click the Add a Static Variable (+) icon. The variable field will be added.
  3. Type a name for the variable in the relevant field.
  4. Type the Default Value in the relevant field and click the Apply button.
Static Variables option
Static Variables option

Add an Environment Variable

  1. Click the Environment option. The Environment Variables tab on the Titan Dashboard opens.
  2. Configure the environment variable.
Environment variable option
Environment variable option

Add a Files Variable

  1. Click the Files option.
  2. Click the Add a Files Variable (+) icon. The variable field will be added.
  3. Type a name for the variable in the relevant field.
Static Variables option
Static Variables option

Add a Numeric Variable

  1. Click the Numeric option.
  2. Click the Add a Numeric Variable (+) icon. The variable field will be added.
  3. Click the Configure button. The Configure Numeric Variable screen opens.
Numeric Variables option
Numeric Variables option
  1. Select the value fields from the drop-down list and click the Apply button.
Configure Numeric Variable screen
Configure Numeric Variable screen

Add a String Variable

  1. Click the String option.
  2. Click the Add a String Variable (+) icon. The variable field will be added.
  3. Click the Configure button. The Configure String Variable screen opens.
String Variable option
String Variable option
  1. Select the value fields from the drop-down list and click the Apply button.
Configure String Variable screen

Add a folder

You can add a folder to a variable type.

  1. Click the Add a folder (+) icon. A Folder Name pop-up shows.
  2. Type the folder’s name in the field and click the Save icon.
Add a folder option
Add a folder option

The new folder will display under the All option.

Folders
Folders

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