How To Create Variables

Creating a variable, as previously discussed, can be done either (1) under the configuration tab or (2) directly in a task under the data tab. Best practices show that creating the variable under the configuration tab is the most effective way to add a new variable for a couple of reasons. The main reason is that this method keeps the variables in a organized and defined table. This reduces any duplicates of variables such as multiple variables with either the same name and different information or vice versa, with a different name but the same information.

Another reason it is better to handle variables in the data dictionary is because any changes done in the data dictionary will effect the variables downstream. In other words, if a variable is edited in the data dictionary, then all instances of this variables will be automatically edited with the data dictionary instance. On the other hand, if variables are edited in the task then that change is only observable in that particular step and the changes made wont effect the variable in other instances. Doing it through the tab thus allows for discrepancies between variables which can cause huge headaches when scaling up the account.

Please note that both asset and expertise variables are created using the same procedure.

Creating Variables in Data Dictionary

Go to the configuration tab after selecting into a product

Select "+Add Field" in the top right corner of the page

Name the variable

Select the drop-down arrow to specify the type of variable being created

If a list is created, variable options can be incorporated by selecting the pencil o nthe right side of the page. (List is the only type of variable that has this feature)

A prompt box will appear from which you can begin entering the options you want depicted in the list. (Please note that the options are seperated by pressing enter after every option is entered)

Creating Variables in Tasks

To create a variable directly in a task go to the data tab and enter the name of the new variable under Feedback then press + Add to create

Once +Add is pressed the variable is created. Next choose the type of variable you want to create by pressing into the drop-down arrow

Press save at the top right of the page to save the newly created variable

Editing Variables

To edit a variable, click edit in the top right corner of the configuration page. Here the user can edit its variable type, name, its options and its default settings. Remember to press "Save" after editing your variables.