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Creating a variable
A variable is used to store a value. You can use the variable throughout your Flow; for example, while creating a record, performing an update, or with delete operations.
Here is business scenario: Robby Williams is working as a system administrator for Universal Containers. Currently, he is developing a Visual Workflow and wants to create a variable to store customer names.
To create a variable in your Flow, follow these instructions:
- Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
- Click on the New Flow button; it will open the Flow canvas for you.
If you are using Flow for the first time, then it will pop up a welcome page. On the bottom of the page, you can see the Don't Show Again checkbox. If you want the Flow page to load faster, then select this checkbox.
- Navigate to the Resources tab and double-click on the Variable option that is available under the CREATE NEW section, as shown in the following screenshot:
This will open a window for you, where you have to enter the following details:- Unique Name: Enter a unique name. The name must begin with a letter, and use only alphanumeric characters and underscores. Uniqueness applies only to elements within the current Flow. In this case, enter VarTCustomerName.
- Description: Write some meaningful text so other developers/administrators can easily understand why this variable has been created. When you select the Variable in the Explorer tab, then this description appears in the Description pane.
- Data Type: This determines which types of value a variable can store. Select the data type of Text. The following are the available data types for a variable:
- Text: This is used to store any combination of letters and numbers.
- Number: This is used to store any numbers.
- Currency: This is used to store currency.
- Date: This is used to store the date.
- DateTime: This is used to store the date with the time.
- Boolean: This is used to store either true or false.
- Picklist: This is used to store picklist values. It supports the ISPICKVAL() function in Flow formulas.
- Picklist (Multi-select): This is used to store multi-select picklist values.
- Scale: This is only available when the data type is set to Number or Currency. Scale is the number of digits to the right of the decimal point.
- Input/Output Type: This defines whether a variable is available within the Flow or can also be accessed outside the Flow. The different input/output types are as follows:
- Private: This variable can be allocated and used only within the Flow.
- Input Only: This allows you to set a variable at the start of the Flow using Visualforce controllers, URL parameters, or subflow inputs.
- Output Only: This means that you can access a variable's value from Visualforce controllers and other Flows.
- Input and Output: This means that you can set a variable's value at the start and access its value outside the Flow. In our case, select Input and Output.
- Default Value: This allows you to set a default value for the variable. You can either manually enter the value or use the drop-down list to assign the value of a Flow resource as the default. In our case, select {!$GlobalConstant.EmptyString} available under GLOBAL CONSTANT. This will look like the following screenshot:
4. Once you are done, click on the OK button.
For best practice, in this book we will be using VarT as the prefix for the Text variable, VarN for Number , VarC for Currency , VarD for Date , VarDT for DateTime , and VarB for the Boolean variable type.