If you want a step to be based on the data entered in the previous step, set a dynamic data reference. Then the data you need will be automatically extracted and inserted where you need it. The data can also be sent to databases or systems within your organization.
Data reference is a dynamic placeholder in your workflow. When a step in the workflow is activated, the data reference will come from the information given in a previous step and be provided as a value.
For example, if someone enters their name in step one, step two might use a data reference in an email where the name that was provided in step one is used.
You can add references to form fields that are radio buttons, instructions, or drop-downs.
To do that:
When you use data references to transfer images or files(for example from one form to another), make sure you’re using the same form fields. For example, if you uploaded an image with an image upload form field, and you want to populate a form with a data reference of this image, make sure you’re populating an image upload form field, too. Trying to populate a file upload form field with an image data reference might cause errors on step completion. Likewise, using a file form field data reference to fill in an image form field won’t work.
You might use data references when you integrate with external tools and want to send data to the tool and extract the information back later, or send data from one process to another.
You can also define your own data references based on response values (for example a sum of a calculation) available in an external tool.
When referencing long text inputs in integration steps, use the JSON-formatted reference rather than the plain-formatted reference. This ensures that special characters such as linebreaks and quotes are encoded correctly.
Get the step ID
Get workflow ID
You can get the ID by clicking the workflow and copying the number from the URL in your browser.
Get the form field ID
If you want a step to be based on the data entered in the previous step, set a dynamic data reference. Then the data you need will be automatically extracted and inserted where you need it. The data can also be sent to databases or systems within your organization.
Data reference is a dynamic placeholder in your workflow. When a step in the workflow is activated, the data reference will come from the information given in a previous step and be provided as a value.
For example, if someone enters their name in step one, step two might use a data reference in an email where the name that was provided in step one is used.
You can add references to form fields that are radio buttons, instructions, or drop-downs.
To do that:
When you use data references to transfer images or files(for example from one form to another), make sure you’re using the same form fields. For example, if you uploaded an image with an image upload form field, and you want to populate a form with a data reference of this image, make sure you’re populating an image upload form field, too. Trying to populate a file upload form field with an image data reference might cause errors on step completion. Likewise, using a file form field data reference to fill in an image form field won’t work.
You might use data references when you integrate with external tools and want to send data to the tool and extract the information back later, or send data from one process to another.
You can also define your own data references based on response values (for example a sum of a calculation) available in an external tool.
When referencing long text inputs in integration steps, use the JSON-formatted reference rather than the plain-formatted reference. This ensures that special characters such as linebreaks and quotes are encoded correctly.
Get the step ID
Get workflow ID
You can get the ID by clicking the workflow and copying the number from the URL in your browser.
Get the form field ID