Variables

variables are containers for storing data you can think of a variable as a “box” for data, with a uniquely named sticker on it imagine you are moving to a new home and you need to pack up all the things in your house into boxes you might want a box for clothes, one for books, and one for the dishes when you pack the boxes, it would be good to add a label to each box that way, you know what is inside the specific box a variable is like a box it is just a way to store your data variables store data as boxes store items unlike a box, you can store exactly one thing in a variable variables have a fixed name and a value that can change you can reference the name in your {{scenario singular lowercase}} the name is then replaced by the current value of your variable when using {{product name}} , you might need to save certain bits of information and assign a label to the information so that you can retrieve that information later a user name, the day of the week, or available inventory left in your e shop these are just some examples of data that can be stored in variables variables are reusable elements that can be mapped to any module in the module's input fields types of variables {{product name}} offers two types of variables system variables custom variables both system and custom variables can be used in {{product name}} system variables are available to all {{product name}} users custom variables are available only on pro, teams, and enterprise plans see make pricing you can define custom variables for your organization and for your team system variables youtube link here https //www youtube com/embed/chrzqn1qr6g system variables are default options provided by {{product name}} you cannot modify or delete system variables you can use system variables in modules with input fields filters within the {{scenario singular lowercase}} editor templates system variables are available to all {{product name}} users and on all pricing plans system variables include information about the {{scenario singular lowercase}} itself ( scenario id, scenario name, scenario url ) the specific {{scenario singular lowercase}} execution ( execution id, operations consumed, data consumed, execution start date/time ) the team the {{scenario singular lowercase}} is in ( team id, team name ) the organization the {{scenario singular lowercase}} is in ( organization id, organization name, operations left, data left, domain ) with system variables, you can see more information about your {{scenario singular lowercase}} , current execution, team, and organization variables can be useful with error handling and {{scenario singular lowercase}} activity tracking for example, when there is an error in your {{scenario singular lowercase}} , you can use the {{scenario singular lowercase}} id or organization name variables to pinpoint the exact {{scenario singular lowercase}} execution and organization in which the error occurred some other cases in which you might use system variables create a slack message, email, or support ticket that contains a link to the {{scenario singular lowercase}} that created the message set email notifications to notify you once the operations left value reaches a certain number you can also reuse variables and map them to any module in the module's input fields the screenshot below shows the organization, team, and {{scenario singular lowercase}} information received as the module output in bundle 1 using system variables you can use this output in the subsequent module you can find system variables under the variables tab in the mapping dialog custom variables youtube link here https //www youtube com/embed/yf4qycmflqc custom variables are available only on pro, teams, and enterprise pricing plans custom variables are not available on the legacy plan docid\ adpzyntzqj0zizz ghc 1 see make pricing https //www make com/en/pricing for more information you can create, edit and delete custom variables custom variables are useful when you need to reuse the same information multiple times instead of writing it all over again from scratch every time, just use a custom variable instead some cases where you might want to use custom variables sending emails with a consistent email signature set a number of outreach attempts before you stop contacting a potential customer email addresses company name or address benefits of using custom variables include saving time you don’t have to make manual changes in many different {{scenario plural lowercase}} when the key information changes accuracy you don’t have to double check every time whether the information is incorrect due to a human error standardization – more people can use the same variables so your business can be more consistent custom variables make {{scenario plural lowercase}} easier to manage and maintain you can define custom variables at the organization level and the team level for each variable, you need to identify the following name (permanent variable name) data type (text, number, boolean, or date) value (the actual value of the variable) create a custom variable you can create custom variables at the organization level and at the team level variables are not meant to store secrets don’t use them for anything sensitive! variable values are not encrypted as they are stored in plain text don’t use variables to store passwords or any other sensitive data be aware that other team members and organization admins can access variables decide if you want to create an organization variable or a team variable for organization variables, go to the organization dashboard and click variables > add organization variable for team variables, go to the team dashboard and click variables > add team variable fill in the following information field description name this field is mandatory and you cannot change it after you save it the name is the identifier of the variable the name must contain only letters, digits, or the symbols $ and the name cannot start with a digit the name must contain a maximum of 128 characters data type choose the variable data type from the dropdown menu number text boolean date value enter the value for your variable you can use letters, digits, spaces, and special characters value cannot be empty click save to save your custom variable your new variable will appear in the list of variables to preview the variable value, hover over the individual value field edit a custom variable if your other team members or organization admins use the same variable in their {{scenario singular lowercase}} , the changes will affect them too go to the variable you want to edit for organization variables, go to the organization dashboard and click variables for team variables, go to the team dashboard and click variables in the list of your custom variables find the one you want to edit and click edit next to it edit the variable as needed you can edit the variable data type and value click save to save your changes your changes are saved and your updated variable will appear on the list of variables hover over the individual value field to preview the variable value the changes automatically update in the make that already use the variable delete a custom variable deleting a variable that you already use in one or more {{scenario plural lowercase}} can affect other users who use the same variable in their {{scenario singular lowercase}} after you delete a variable, the variable becomes inactive in all {{scenario plural lowercase}} where it is used and it stops returning expected values decide if you want to edit an organization variable or a team variable for organization variables, go to the organization dashboard and click variables for team variables, go to the team dashboard and click variables in the list of your custom variables find the one you want to delete and click delete next to it delete a custom variable click ok to confirm that you want to delete the variable the variable is deleted and disappears from your list of custom variables check custom variable history you can see who changed the custom variable, when, and what the changes are go to the custom variable whose history you want to check for organization variables, go to the organization dashboard and click variables for team variables, go to the team dashboard and click variables click the dropdown menu next to edit select show history a new window opens where you can see the variable history the last change appears on the top user permissions for custom variables organization variables owner admin member accountant app developer can access organization variables can edit organization variables can add organization variables can delete organization variables team variables team admin team member team monitoring team operator team restricted member can access organization variables can add organization variables can edit organization variables can delete organization variables using variables in a {{scenario singular lowercase}} you can use variables in all {{scenario plural lowercase}} within your {{product name}} account system variables are available to all {{product name}} users and custom variables are available only on some paid plans (pro, teams, and enterprise) see make pricing we prepared two simple examples which show how you can use system and custom variables in your {{scenario singular lowercase}} system variable get notified before you reach your operations limit use this {{scenario singular lowercase}} if you want to get notified once you reach a certain number of operations close to your operations limit you can set the exact number after which you want {{product name}} to notify you in our example, we are sending notifications via email, but you can use slack, skype, or any other messaging program add a tools module in {{product name}} , navigate to scenarios > create a new scenario add tools > set variable module enter variable name, lifetime, and value our variable's name is operations left, it is valid for one execution, and the value is ops limit click ok to save add email module add email > send an email module create a connectoin to your email select if you want to save your message after sending it we don't want to save emails after sending them enter the email address you want to send the email to you can add multiple email addresses by clicking add a recipient enter email subject choose something relevant for your context our subject is you've almost reached your operations limit select the content type from the dropdown menu (html or plaintext) in the content field, enter the message to insert system variables, select the system variables from the variables tab we use operations left , organization name , and organization id system variables to get the information about how many operations we have left in our specific organization note if you choose html as your content type, make sure to use html tags to format your text optional add attachments use advanced settings to add the copy and blind copy recipient, set up a custom sender email address, etc we didn't use advanced options for this example click ok to save add a filter to add a filter between two modules, click on the filter icon under the line connecting two modules in the label field, enter the name of your filter you can also leave the label field empty in the condition field, choose operations left variable from the variable tab on the field under text operators equal to enter the number of operations after which you want us to notify you click ok to save if you enter a label, it appears above the line connecting two modules once you save your filter in our example, we set up a filter which will notify us once we have only 1000 operations left in our organization test your scenario your {{scenario singular lowercase}} should look similar to the screenshot below click run once to test your {{scenario singular lowercase}} you should get an email in your inbox similar to the one below once you reach your set operations limit custom variable send emails with a consistent email signature create a scenario which sends automatic email responses when someone sends you an email for example, if you get a lot of support tickets, use this {{scenario singular lowercase}} to automatically respond to a ticket custom variables are available only on pro, teams, and enterprise pricing plans custom variables are not available on the legacy plan see make pricing https //www make com/en/pricing for more information prepare custom variables prepare the custom variables that you want to use in your emails in our example that would be the automatic email response and the signature decide if you want to create an organization variable or a team variable for organization variables, go to the organization dashboard and click variables > add organization variable for team variables, go to the team dashboard and click variables > add team variable in our example, we use team variables because we refer to the support team enter your variable name, data type, and value click save to save your custom variable your new variable will appear on the list of variables to preview the variable value, hover over the individual value field add an email module select the folder whose emails you want to watch go to scenarios > create a new scenario add email > watch email module create a connectoin to your email select the folder whose emails you want to watch select the criteria of the emails you want to watch from the dropdown menu optional specify if you want to watch emails from a specific email address, emails that contain a specific phrase, etc click ok to save a pop up appears choose from when to want to start watching emails add a send an email module add an email > send an email module craete a connection to your email select if you want to save your message after sending it in this example, we won't save emails after sending them enter the email address you want to receive the email to you can add multiple email addresses by clicking add a recipient enter an email subject choose something relevant to your context our subject line is the received email select the content type from the dropdown menu (html or plaintext) in the content field, enter the message to insert custom variables, select the system variables from the variables tab optional add attachments if you wish use advanced settings to add the copy and blind copy recipient, set up a custom sender email address, etc we didn't use advanced options for this example click ok to save test your scenario click run once to test your {{scenario singular lowercase}} you can test the {{scenario singular lowercase}} by sending a test email to yourself you should get an email in your inbox similar to the one below