Creating User Variables

User variables are user-defined variables used during process execution. They are created and managed from the Extensions window by a Certify Administrator and shared across all projects.

User variables are user-defined variables that can be used during process execution. After creating a user variable, the variable automatically appears in the Summary pane, and it is available to all projects in the database.

To create a user variable:

  1. In the Navigation pane, click Extensions.
  2. In the Navigation tree, select Extensions >User Variables.
  3. Complete one of the following tasks:
  4. In the Navigation tree, right-click User Variables and select New User Variable.
  5. Right-click in the Summary pane and select New User Variable.
  6. From the menu, select File >New
  7. From the toolbar, click the New button.

The Extensions window opens.

  1. In the dialog, enter the following information:

    Field

    Description

    Name

    Enter a unique name for the variable.

    Variable names can have a maximum of 100 characters. Special characters and numbers are allowed.

    Description

    Enter a description for the variable.

    Descriptions can have a maximum of 256 characters. Special characters and numbers are allowed.

    Data Type

    Select the data type from the drop-down list:

    • Text

      Any alphabetic or numeric characters with a maximum length of 65,536 (64K) characters.

    • Number

      Any positive or negative numeric with or without decimals. Special characters are not allowed.

    • Date

      Any date format using alphabetic or numeric characters including or excluding day, month, and year.

    Initial Value

    Enter or select the initial value for this variable based on the type of variable specified. Upon saving the variable, the initial value and type format are verified to ensure that they are valid. If you are using a recordset, leave this field blank.

    You can use the path of a process as a variable by entering the path. These paths are case-sensitive.

    Placing a skip (^) character in the initial value indicates that no value is used for the step, and the step is marked as skipped during execution. Create a skip character by pressing <Shift> <6>.
  1. If you want to mask the value in the results, select the Mask the Value option. For more information, see Masking Variables.
  2. If you want to encrypt the value in the database, select the Encrypt Value in Database option. This option is only available if you chose to mask the value.

  3. Click OK.

    The user variable appears in the User Variables Summary pane.

 

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