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 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