[Workflows] Set Workflow Property

This is a Sakari Workflows feature and is currently in Beta.

To request access to the beta, please complete this survey.

Overview

This action will create or update a workflow-specific property

 

Setup

To configure this action, define or update a custom property with a value

The action will create 2 branches:

  • Set workflow property
    • The property is successfully set. This value can be user-defined or set to match an upstream output property. 
  • Failure
    • An error occurred when setting the workflow property.

Property

  • Select existing workflow property

  • Add workflow property

    • Create a new workflow property by setting a name and data type
    • Data Types supported are String, Number, and Boolean (T/F)

Value

  • Define a value that you want to set the workflow property to
    • User defined
    • Output property

Note:

Workflow properties are contained within a single workflow. To save the value outside the workflow, utilize other actions, such as Update Contact Property

 

Output Properties

Output properties [add article link] are properties that an action or trigger generates that can be used by other triggers and actions downstream in your workflow. 

This action generates the following property option(s): 

  • value

 

Examples

Example 1

A workflow property can be set to one of 3 data types

Screenshot 2024-07-10 at 17.18.01.png

 

Example 2

The selected Workflow Property can be set to a user-defined value or output from an earlier action or trigger

Screenshot 2024-07-10 at 17.19.22.png

 

FAQ