Variables in Workflow

To access the internal ID or any fields of a record connected to a workflow, simply enclose the field ID within curly braces {}. This will retrieve the desired information.

For example, if a customer record has been created and you need to use the internal ID in a “send email” action, referencing the internal ID with {id} in the email body will return the intended result.

This approach applies to all field IDs within the associated record.

Ensure that the record is saved before attempting to access any field elements. This method is particularly useful for populating required fields or displaying messages.

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