Navgar provides a powerful feature that allows users to implement a structured naming convention and dynamic assignments for their flows using variables. Variables are dynamic elements enclosed within double curly braces {{ }} that can be used to create placeholders for specific information within a flow. This feature enables users to organize and categorize their flows efficiently, making them easier to manage and locate.
Benefits of Using Variables
Organized Flows: Implementing structured naming conventions using variables helps keep your flows organized. You can easily identify and categorize flows based on the information provided in the placeholders.
Consistency: Variables ensure that your flows follow a consistent naming pattern, making it easier for team members to understand the purpose of each flow.
Efficiency: By automating the naming process with variables, you save time and reduce the chances of errors associated with manual naming.
Customization: While structured naming conventions are encouraged, variables also allow for customization. Users can adjust the flow names or assignees when filling out placeholders to add context or additional information.
How to Use Variables
1. Creating a Variable
- To create a variable, simply click on "+ Add Identifier variable."
A pop-up will appear for you to make your entry or entries.
You can also achieve the same outcome by typing double curly brackets on the "Template for flow identifier." For example, `{{invoice number}}` will generate a placeholder named "invoice number."
At the time you create your Flow template, you may not yet know who you want to assign individual tasks to. For each task you may now create a placeholder assignee as a variable, until you are ready to launch a specific instance of the Flow. Simply click on the assignee button and select "Create variables."
Provide a name for your variable
2. Using the Variable in Flow Templates
- Once you've created your desired variables in your Flow template, it becomes a dynamic element that you can use to structure the names of your flows.
3. Filling out the Variable(s)
- When you launch a flow template that includes variable(s), you will have the opportunity to fill out the actual value for that placeholder variable. In the case of `{{invoice number}}`, you can provide the specific invoice number for the new running flow.
4. Structured Naming Conventions
- By incorporating variables in your flow templates, you can enforce structured naming conventions for your flows. This means that every new flow generated from the template will adhere to the naming convention you've defined.
5. Optional Structured Naming
- If you don't want to enforce a structured naming convention for a particular flow template, you can simply leave the field with the variables blank. In this case, users will have the flexibility to name their flows as they see fit.