Create Properties (Workflow Task)

Modified on Wed, Apr 23 at 11:50 AM

View our Pricing & Plans for a detailed list and comparison of features available in each plan. The Create Properties task is for creating properties for use in downstream tasks. All workflow properties should have the following parameters set: Type, Property Name, and Property Value.

Before You Begin

You need to create a workflow. Review Property Parameters before creating workflow properties.

Property Parameters

The property parameters are:

Type - The type specification is required to configure the workflow property to accept values of the specified type. It can be one of the following:
- Text
- Email
- Number
- URL
Property Name - A name to identify the property. This is how the created value will be referred to in later workflow steps. They can be of type text, email or number. Enter a property name or select a previously set property name that can be modified from the dropdown.
Property Value - This can be text that also contains properties that were defined earlier in the workflow. You can modify the previously set values. Acceptable properties will be available in the dropdown.

The Create Properties window displays newly created and existing properties as rows. Property rows are processed in sequential order from top to bottom. The first row is processed, then the second one begins after the first is finished. This continues for the remaining rows defined in this task. Properties can be used in multiple steps in a Create Properties task in the workflow builder to perform more complex calculations, with each line in the task being executed sequentially.

Create Workflow Properties

In the workflow builder, click the + below an existing step.
Choose Logic, then Create Properties.
Click on the task.
In the General Configuration tab, you can enter a task label and description.
In the Create Properties window, set the property parameters:
1. Click in the Type dropdown and select the property type.
2. Enter a Property Name or select one from the dropdown. Property name validation occurs on entering a property name to guide in the creation of valid property names.
3. Enter a Property Value or select one from the dropdown.
To add another property, click Add Property and fill out its type, property name, and property value to define it. Repeat this process for adding additional properties.
After configuring the properties, click <- Return to Workflow Model.

Related Information

All About Workflows (Quick Reference) Types of Tasks (Workflows) Use Properties in Your Workflow Additional Resources Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.