Options Page

Use the Options page to specify a name and description for the process file. You can also view global variables that are available for use by all process files, and you can create your own custom global variables.

You can access the Options page by clicking Options on the left navigation pane of the Administration tab.

General Options

Name: Specifies a custom name for your process file.
Description Specifies a detailed description for the process file.

Predefined Global Variables

Lists the predefined global variables that are available in Process Builder.

Custom Global Variables

Add Variable: Click Add Variable to define the first variable that you want. Available only when no variables were previously added.
Add: Click Add to define another variable. Available only after at least one variable is added.
Variables: Displays each variable that has been added. Click a variable in the list to view its Name and Value properties.
Name: Displays the name of the variable that is currently selected in the Variables list. You can enter a new name in the text box.
Value: Specifies the value for the variable that is currently selected in the Variables list. You can enter a new value in the text box.
Import: Opens the Open File dialog so that you can browse to and open a file that contains the values that you want to be assigned to the variable. When you open the file, its contents are imported into the Value field.
Export: Opens the Save File dialog so that you can save the contents of the Value field as an external file. You can save the value as a new file or replace the contents of an existing file.
Edit variable value : Opens the Value for dialog, where you can edit the value of the variable.

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