Quick Guide (<20min)
Data Controls
Median read time: 02 min 23 sec
Task Data
In a workflow, a task will sometimes need data from a previous step in order to get started. An example could be information from a spreadsheet being sent as a report to a Slack channel. Without the data from the spreadsheet, we of course cannot post it to Slack. To determine what data is used in a task, we open the Step options and use the ‘select data’ button on the far right side in the field. This will list all of the data that is available to use for this task.
Custom Variables
Custom variables can be added to a workflow from the Dev Tools menu, and can be configured as such:
Filtering and Manipulating Data
The data from a previous step may not be in a format we can use or may just need to be changed in some way. Not a problem. Once we’ve selected the source of data we want to use, we can just describe in the field how we want that data to be changed or added to by using the data transformation step.
Advanced Data Tools
If you need to do more advanced data conversions, like parsing JSON, you can find this in the dev tools menu.