Using Variables
Learn how to use variables.
Variables can be used in the following areas:
Workflows
When defining a workflow, parameters can be directly initialized with a variable. For details, see Defining Parameters in the Aurea CRM automator User Manual.
Triggers
You can define triggers that write variable values to fields, see User-defined Variables.
XML Reports
If you enable the Output variables option
(EmitVariables=true) in a report format, all variable values valid
in the current context are included in the XML output
(<Variables> node). For details, see Reports
in the Aurea CRM win User Manual.
Conditions
Variables can be used as comparison values in conditions, see Defining Conditions in the Aurea CRM win User Manual.
Aurea CRM web: Variables can be used in filters and queries defined in CRM.designer.
Example: A variable with values defined for different rep groups. The variable can be used to define a condition that determines the minimum revenue for category A customers.
When defining the condition, select "Variable" from the
Compare with field and enter the name of the variable or click
on 
(Select variable
value) to select the variable.
When evaluating the condition, the value defined for the current user's rep group is used as the comparison value.