Parameters

Parameters are used to effectively handle data within a workflow.

You can use parameters to store data within a workflow to:

• Transfer data between fields
• Define criteria for opening processes or carrying out actions
• Select records
• Sort records

For example, you can use parameters to:

• Integrate the record from which the workflow is started into the workflow (e.g. start the workflow from a person and display all the activities for which contacts with this person exist).
• Use system information, such as the date or current rep as a starting point.
• Display data in a process depending on the parent process.
• Define sort criteria and limits, e.g. to show the top 10 companies by revenue.