Define an Update Variables or Stored Values Action

Use the Update Variables or Stored Values action to set and update variables or stored values using a pre-defined value. Adding multiple variables in a single One-Step Action can reduce the complexity and effort of creating and maintaining One-Step Actions.

When you create variables, they are available in other actions within the One-Step™ Action, including pre/post-steps and expressions. For example, use a One-Step Action to prompt a User for a value (example: name of a Customer), and then store the selected value as a variable (rather than in a temporary Field). The variable can be used throughout the One-Step Action to take different actions depending on which value was selected.

When executing a One-Step Action containing variables, those variables only retain their values while the One-Step Action executes. If the One-Step Action is executed again, the variables have no values until set by this action. If this window is canceled, all User-defined variables are removed and are no longer available for use.

To define an Update Variables or Stored Values action for a One-Step Action:

1. Open the One-Step Editor.
2. Add an Update Variables or Stored Values action to the Designer board.
3. Define general properties and the type of value to update for the Update Variables or Stored Values action:

   Option	Description
   Name	Provide a display name for the action (this is how the action is identified within the One-Step Action).
   Stored Value	Select this option to update a stored value. Select the ellipsis to open the Stored Value Manager, and then select an existing stored value, or create a new one. If you select a stored value that contains User-specific values (or if you use this action to update a stored value with a User-specific value), the following warning appears: This stored value has a different value for each User. The value set here will only apply to the current User. If the User-specific value is not remembered between sessions, you will see the following additional warning: Also, this value will be reset to the default value when the application is restarted.
   Clear User-specific Values and Restore the Stored Value to Its Default Value	Select this check box to remove any values a User has defined specifically for their own use and restore the stored value to its default value. This option is only available if a stored value that contains User-specific values is selected.
   Based on Scope and Value	Select this option to have the action make a selection based on a specified scope and Token Value. Then, select the scope in the drop-down list. Select the Selector button to open the Token menu and select a token that holds the appropriate name or ID.
   Variable	Select this option to define unique variables.
   Variable	Provide a name for the variable. This is the name that is shown in the Token tree for other actions within the One-Step Action. Tip: When you provide a variable name, the Variable is automatically selected. To rename the variable, select Rename. Type the new name, and select OK.
   Data Type	Select a Data Type (example: text, number, date/time, logical, JSON/JSON array, XML/XML Collection). If you use XML or JSON data types, the defined value (below) must use the appropriate JSON or XML syntax.
   New Value	Value that will update a variable or stored value. A value cannot be defined if this action is used to clear User-specific values and return stored values to their default values. Provide text. Select Selector to insert tokens (example: fields, system functions, prompts, expressions, stored values, metrics, and counters) directly into the text.
   After Replacing Tokens, Evaluate the Result as a Calculation	Select this check box to have the value of the variable or stored value treated as a simple expression that returns a calculated result rather than a string. Note: This is a powerful feature with almost endless possibilities. For best results, follow the guidelines below.

4. Update Stored Value and Variable actions:

   Option	Description
   Update another Stored Value or Variable	Adds another Update action to either create a new variable, update an existing variable or stored value, etc.
   Remove this Update action	Removes the selected Update action. Note: The variable may still persist if it is referenced in other places in the One-Step Action.
   Edit the condition for when this update occurs	Edits the condition for the selected Update action. While the entire Update Stored Values or Variables action (sub-action) may run, if the condition is false for a specific Update action, then that update will not occur.
   Move the update up in the execution order	Moves the selected update up in the execution order.
   Move the update down in the execution order	Moves the selected update down in the execution order.

5. Define Annotation properties.
6. Select Save.

Any variables that are not referenced when the One-Step Action is closed are removed.