Variables

Category: Management

Version: 1.0

Last Updated: March 02, 2026

Author: Any2Info


Description

Variables allow administrators to define reusable values within a collection. They make configurations more flexible and reduce hardcoded values across forms, filters, dashboards, and navigation flows.

The platform supports two types of variables:

  • Static Variables

  • Collection Variables

Both types are scoped per collection.


Variable Types

Static Variables

Static variables are used to store values that do not change frequently but should remain configurable.

Typical use cases:

  • Company GUIDs used in REST node calls

  • API endpoints that may change

  • A fixed year used in filters

  • Configuration flags

Static variables:

  • Are managed on the Variables page in the platform

  • Can be edited at any time

  • Changes apply immediately to all new executions and usages

  • Have a fixed value set by administrators


Collection Variables

Collection variables are user-specific and allow storing additional contextual information per user.

Typical use cases:

  • External system IDs (e.g., AFAS employeeId, Exact res_id)

  • Employee type (Welder, Finance, IT)

  • Flags like “Allowed to approve expenses”

  • Conditional form visibility or button access

Collection variables support value resolution based on a defined hierarchy.


Variable Properties

All variables contain the following properties:

Property
Description

Name

The name of the variable

Description

Explains what the variable is used for

Type

Text, Numeric, Fraction, or Boolean

Additional properties:

Static Variables

  • Value → The configured fixed value

Collection Variables

  • Editable by user → Determines whether users are allowed to modify their own value


Variable Types (Data Types)

Variables are strongly typed and support:

  • Text

  • Numeric

  • Fraction

  • Boolean


Collection Variable Hierarchy

Collection variable values are resolved using the following precedence order (highest → lowest):

  1. Personal If set directly on the user, this value is always used.

  2. Authorization Structure

    • If multiple structure levels contain the variable, the value closest to the root node is used.

    • Higher-level nodes override lower-level nodes.

  3. Authorization Group

    • Based on sort order.

    • The first group in sort order with a value is used.

  4. Direct Role Assignment

    • Based on role sort order.

    • The first role with a value is used.

If no value is defined in any level, the variable resolves to:


Usage

Variables can be used in multiple places within the platform:

  • As filter values in filter fields and controls

  • As values in form nodes

  • As fixed filters on dashboards and forms

  • In navigation flows

  • In integrations such as REST node calls

The exact usage method depends on the configuration location. In some places variables are selected via dropdown, in others manual formatting is required.

Syntax

Variables are referenced using the following format:

Example:


Example – Static Variable

Name: companyId Type: Text Value: 8f9c2d41-6a11-4e6e-98ab-112233445566

Usage in REST node:


Example – Collection Variable

Name: employeeType Type: Text Editable by user: No

Possible values:

  • Welder

  • Finance

  • IT

Usage example:

Show specific form fields only when filterfield uses variable employeeType and equals IT:

This allows dynamic permission control without changing authorization structures.


Tips & Best Practices

  • Use Static Variables for configuration-like values (GUIDs, endpoints, fixed years).

  • Use Collection Variables for user-specific behavior or external references.

  • Keep variable names clear and descriptive.

  • Avoid relying on deep hierarchy overrides when not necessary.

  • Document variable usage clearly within the collection to prevent conflicts.


Changelog

Version

Date

Change

1.0

March 02, 2026

Initial document & documentation

Last updated

Was this helpful?