Improved Organization and Search for Data Variables in Workflows

Why does it matter?

Adding data variables to your workflow actions is essential for crafting tailored automated experiences. But, with so much property and workflow run data available, locating exactly what you need can be time consuming. Also, current categorization arrangements, like dropdown menus, make popular options like associated record data hard to find. This might cause you to think the workflows tool can't support your use case.

In the newly organized data panel, your range of options are clearly presented up front, helping you discover all that's available. The new data organization helps you navigate to different types of variables while reducing clutter and overload.

We've also dramatically improved the search experience. Instead of manually navigating through individual categories, you can quickly find any data variable from all your sources with one powerful, unified search.

This update makes it easier than ever to build precise, personalized workflows that drive real results.

How does it work?

Begin setting up a workflow action, such as the Send internal email notification action.

• When you choose to draft your email body, the data panel will open as usual
• Notice the new organization; navigate by the type of data you need (trigger, action, or record data)
• Try entering a search term to get results that show potential matches from across all sources of data
• To use properties from associated records, click to add data at the bottom, and browse through all possible object types, and all associated record properties, which can be used as variables