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Variable

Learn more about adding variables to a workflow

Introduction

The "Variable" condition in DBSync Cloud Workflow allows users to create dynamic workflows by utilizing variables that can hold data values. This enables you to make decisions within your workflow based on the values stored in these variables, enhancing the flexibility of your integrations.

Steps to Use Variable Condition

  1. Login to DBSync Cloud Workflow: Navigate to the DBSync website and log in using your username and password.

Login Page

  1. Create or Open a Project: Click on Create to start a new project or select an existing project where you want to implement the variable condition.

Project page

  1. Add a Flow Action: Drag and drop a Flow action into your project workspace. Click Configure to provide a description for the flow (e.g., Variable Condition Example).

Adding Flow

Define Variables

  1. Before using a variable condition, you need to define the variables. Drag and drop a Variable action into your flow.

  2. Configure: Set the variable name (e.g., 'AccountName') and assign it a value. This value can be retrieved from a previous query or hardcoded for testing purposes.

Adding Variables

Add the If Condition Action

  1. Drag and drop an If Condition action into your flow. Click Configure to set up the condition.

  2. Configure: Select the variable you defined (e.g., AccountName) and specify the condition (e.g., equals (=) and set the value to SGDS).

Define Actions for True and False Outcomes

  1. Below the condition, define actions for both the True and False outcomes.

  2. True Outcome: Add an action that inserts a customer into QuickBooks or logs a success message.

  3. False Outcome: Log a different message or take no action.

Add a Debug Action (Optional)

  1. To verify the value of the variable, add a Debug action. Click Configure and in the debug panel, drag and drop the variable (e.g., AccountName) to display its value in the console.

Save the Flow

  1. After configuring the variable condition and actions, click Save to store your flow.

Run the Integration

  1. Click the Run icon to execute the flow. Monitor the console output to verify that the variable condition is evaluated correctly and that the appropriate actions are taken based on the condition.

Review Results

  1. After running the integration, check the console output for any errors or confirmation messages. This will help you understand if the variable condition worked as intended.

Console Window

PRO TIP

Use meaningful variable names and ensure consistency in naming conventions to make your workflows easier to understand and maintain.

Frequently Asked Questions (FAQ)

  1. What is the purpose of using variables in workflows?

Variables allow you to store and manipulate data dynamically within your workflows, making them more flexible and adaptable to various scenarios.

  1. Can I use multiple variables in a single workflow?

Yes, you can define and use multiple variables in a single workflow to handle different pieces of data and conditions.

  1. How do I update the value of a variable during a workflow?

You can update the value of a variable using subsequent actions or conditions within your workflow. Simply configure the variable action to assign a new value based on your logic.

  1. Is it possible to use variables across different workflows?

Variables are typically scoped to the workflow they are defined in. For cross-workflow data sharing, you may need to use global variables or other methods of data persistence supported by DBSync.

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