Define form properties

The Properties tab allows you to create properties such as Boolean check boxes, option lists, and number selectors that can then be added to forms and messages, including the Subject line of email notifications. Properties can be used only within the workflow for which they were created.

When you insert a property into a message, its configured value will replace the property name when a form is initiated. For example, if you add a text property to your messages named tollFreeNumber and its default value is 1-800-555-5555, this value will replace the property name wherever it appears when the form is sent.

If the phone number later changes to 1-800-555-1212, you can simply change the default value of the text property, rather than changing every instance of the property name in your workflow. The message sender can also change this value if required when initiating the message, and this modified value will then be inserted when the message is sent.

The workflow builder also includes special predefined properties that allow you to personalize your notifications.

Once a property is added to a form, it can also be used by steps in a flow built off that form. For example, you could use a Boolean "customer impacting" property to automatically decide which step to take next or use an "Issue details" property to populate a step that creates a ticket in your service desk application.

Only properties that have been added to the form in the Layout tool are available when sending a message in the Messaging tab. You also need to add properties to the Layout for them to be available to flows based on the form.

The following screenshot shows the key elements of the Properties tab:

Add properties to forms and messages

Once you have created a property, it will appear in the Properties area on the form designer and the message editors. Note that properties can be used only once on forms (but multiple times on messages).