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Adding Variables

You can use the Insert Variable dialog to add a variable to various properties on the action properties tabs when you specify a value for the selected property. This feature is supported for any property for which the Insert Variable control is available on the toolbar.

ClosedTo add a variable

  1. On the Process Builder Create tab, click the action that you want to update.

  2. Locate the property that you want to update, and then click the input field.

  3. Click on the toolbar, and then click a recently used variable or click More Variables to open the Insert Variable dialog.