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Define an Update a Variable or Stored Value Action for a One-Step

Use the Update a Variable or Stored Value Action to update a variable or Stored Value using a predefined value, or the value of a User-specific variable that you create. When you create User-specific variables, they are available in other Actions within the One-Step, including pre/post-steps and Expressions. For example, use a One-Step to prompt a User for a value (ex: Name of a Customer), and then store the selected value as a User-specific variable (rather than in a temporary Field). The variable can be used throughout the One-Step to take different Actions depending on which value was selected.

Good to know:

To define an Update a Variable or Stored Value Action:

  1. Create a One-Step.
  2. On the General page in the One-Step window (accessed from within the One-Step Manager), click Add, and then select Update a Variable or Stored Value.

    The Update a Variable or Stored Value window opens.

    Update Variable or Stored Value Action

  3. Define general properties for the Update a Variable or Stored Value Action:
  4. Define the type of value to update:
    1. Stored Value: Select this radio button to update a Stored Value. Click the Ellipses button Ellipses Button to open the Stored Value Manager, and then select an existing Stored Value, or create a new one.

      Note: If you select a Stored Value that contains User-specific values (or if you use this Action to update a Stored Value with a User-specific value), you will receive the following warning: "This Stored Value has a different value for each User. The value set here will only apply to the current User." If the User-specific value is not remembered between sessions, you will see the following additional warning: "Also, this value will be reset to the default value when the application is restarted."

      • Clear User-specific Values and Restore the Stored Value to Its Default Value: Select this check box to remove any values a User has defined specifically for their own use and restore the Stored Value to its default value.

        Note: This option is only available if you selected a Stored Value that contains User-specific values.

    2. Based on Scope and Value: Select this radio button to have the Action select a Stored Value based on a specified scope and Token Value. Then, select the scope of the Stored Value in the drop-down menu. Click the Selector button Selector button (ONE-STEPS) to open the Token tree and select a Token that holds the Stored Value’s name or ID.
    3. Variable: Select this radio button to define your own unique variables.
      1. Variable: Provide a name for the variable. This is the name that will appear in the Token tree for other Actions within the One-Step

        Tip: When you provide a variable name, the Variable radio button is automatically selected.

      2. Data Type: Select a Data Type (ex: Text, Number, Date/Time, Logical).
  5. Define the values that will update a variable or Stored Value:

    Note: You cannot define a value if you use this Action to clear User-specific values and return Stored Values to their default values.

  6. Click OK.

    Note: When executing a One-Step containing variables, those variables only retain their values while the One-Step executes. If the One-Step is executed again, the variables have no values until set by this Action. If you cancel out of this window, all User-defined variables are removed and no longer available for use.

See Also

Define Actions for a One-Step

Define a Print Action for a One-Step

Define a Send an E-mail Action for a One-Step

Define a Send Tweet Action for a One-Step

Define a Run a Report Action for a One-Step

Define a Write to a File Action for a One-Step

Define a Run a Program Action for a One-Step

Define a Launch a URL Action for a One-Step

Define an Excel Merge Action for a One-Step

Define a Pop-Up Action for a One-Step

Define a Create a Business Object Action for a One-Step

Define an Update a Business Object Action for a One-Step

Define a Create Child Business Object Action for a One-Step

Define a Delete a Business Object Action for a One-Step

Define a Step Through Children Action for a One-Step

Define a Work with a Queue Action for a One-Step

Define a Go to a Record Action for a One-Step

Define an Execute a Command Action for a One-Step

Define a Go to a Field Action for a One-Step

Define a Run a One-Step Action for a One-Step

Define a Call a Web Service Action for a One-Step

Define a Go To Action for a One-Step