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Step 1

From the Automation Center navigation pane, select Other > Variables. The Variables list displays a list of all Global variables. (You also can define a Global variable by using the Set Variable action for a task or workflow.)
 
To the right of the list, Variable Details for a new Global variable displays.
 

Step 2

Enter / select Details for a new Variable, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the Image RemovedImage Added button above the list to display a pop-up version of the Details.

Step 3

Click a Image RemovedImage Added button to save the record in the Controller database.

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Step 1

From the Automation Center navigation pane, select Trigger > <trigger type> or Tasks > <task type>. The records list for that trigger or task type displays. 

Step 2

Open a task on the list and click the Variables tab to display a list of any currently defined variables specific to that record.
 

Step 3

Click the Image Removed Image Added button to display Variables Details for a new variable.
 

Step 4

Using the field descriptions provided for Global Variable Details as a guide, complete the fields as needed.

Step 5

Click the Image RemovedImage Addedbutton, or right-click in the Details and click Save, to save the record.

Step 6

If appropriate, repeat these steps for any additional variables you want to add.

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