Creating Variables

In Certify, variables are necessary for Business Process Certification because they represent the data you want to use in your processes. Variables contain a specific type of value that is acted on or stored for future comparison against another value.

To create a variable:

1. In the Navigation pane, click Variables.

The Variables window opens.

2. In the Navigation tree, select the folder where you want to create the new variable.

   For information about creating folders, see Creating Variable Folders.

3. In the Summary pane, right-click in the pane and select New Variable.

The New Variable dialog opens.

4. 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: 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 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>.

5. If you want to mask the value, select this option. For more information, see Masking Variables.
6. If you want to encrypt the value in the database, select this option. This option is only available if you chose to mask the value.
7. Click OK.

The variable is saved as a project variable.

To edit a variable:

1. In the Navigation pane, click Variables.

The Variables window opens.

2. In the Navigation tree, select the folder where the variable is located.

3. In the Summary pane, right-click on the variable and select Edit.

   The Edit Variable dialog opens.

4. Repeat the steps in the process above, as needed.

5. Click OK to save your changes.

To delete a variable:

1. In the Navigation pane, click Variables.

The Variables window opens.

2. In the Navigation tree, select the folder where the variable is located.

3. In the Summary pane, right-click on the variable and select Delete.

   The Confirm Delete dialog opens.

4. Click Yes.

   The variable is deleted.

 

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