Formula Template

Create reusable workflow templates.

Articles

Build Formula Templates
Formula templates enable you to build a single template for a formula that you can reuse with different elements and values. After you build a formula template, you can then create a formula instance where you replace the variables with actual eleme...
Formula Triggers
Formulas are comprised of triggers that kick off formulas, steps that the trigger executes, and variables used to define inputs to the formula instance. The triggers, steps, and variables build up context that you can refer to as you build an elem...
Formula Step Types
You can choose from several different types of steps to make up your formula. You can refer to any step with the ${steps.stepName} syntax. Because you refer to the step by name, each step name must be unique within each formula. However, you can re...
Formula Variables
Formulas include two types of variables that you must specify when you run a formula instance: Element Instance Variable: A variable that is replaced by a specific element when you run a formula instance. Value Variable: A variable that is replac...
Formula Template Examples
The examples in this section show a selection of common use cases for Formulas. Each example includes a table that identifies the types of triggers, steps, and variables used in the formula. The table also identifies any prerequisites required, li...