These types of variables are standard variables that are defined by the designer of the Interaction. They can be used and allocated at any stage during the Interaction workflow.
User variables are managed using the User Variables tab of the Variables Definition dialog. (To access the dialog, from the Edit menu, select Variables.)
To define a user variable:
- From the Edit menu, select Variables.
The Variables Definition dialog opens.
- At the bottom of the dialog, click Add Variable.
The Variable Definition popup opens.
- In the Reference Name field, enter an appropriate name for the variable.
- If desired, in the Value frame, enter an initial value for the variable.
- From the Data Type dropdown list, select the relevant variable type:
Note: When defining a variable of the type Number, Currency, Date, or Text (or a collection of one of these simple types), the Format button is enabled. The Format feature allows you to select the required formatting options, so that the output of the variable will be displayed to the end user in the proper format (e.g., with the correct currency symbol). For more information about using formatting, refer to Working with Data Type Formatting.
- Date (The initial value must be set in U.S. date format, e.g., 11/2/2013.)
- Text (If encryption of the information is required, select the Secure Value checkbox.)
- Collection (For details about this data type, refer to Working with Collections.)
- Custom variable type (For details about this data type, refer to Defining Custom Variables.)
- If you do not want the variable's value to be displayed in the database and logs, select the Do not audit the variable's value checkbox. (For more information, refer to Protecting User Input.)
- Click OK.
The Variables Definition dialog displays a new row, representing the defined variable.
- To add more user variables, repeat Steps 2-6.
- Click OK.
The user variables are saved in the system.