You can use variables to manage information that you don’t know in advance or that may change. Global variables can be used in all templates and releases to manage shared information (unlike release variables, which are limited to a single release or template).
To create, edit, and delete global variables, select Settings > Global variables from the top menu. The Global variables page is only available to users who have the Edit Global Variables global permission.
To create a global variable:
- Click New global variable.
- In the Variable name box, enter a name for the variable.
- In the Label box, optionally enter a user-friendly label for the variable.
Select the variable type from the Type list:
- Text: A string of letters or numbers
- List box: A drop-down list of selectable values that can be reordered and can contain duplicates
- Password: A password
- Checkbox: A true or false value (Boolean)
- Number: An integer
- Date: A date and time
- List: A list of values that can be reordered and can contain duplicates
- Key-value map: A set of keys and corresponding values
- Set: A set of values that cannot be reordered and cannot contain duplicates
Tip: Password variables can only be used in password fields, and other types of variables can only be used in non-password fields.
Next to Value, enter the value(s) for the variable. To add a value to a list or a set, type the value in the box and press ENTER.
If a global variable does not have a value and it is used in a task, it will appear as a blank space in the task.
In the Description box, optionally enter a user-friendly description of the variable.
- Click Create to create the variable.
To edit a global variable, click it. Note that you cannot change the variable’s name or type.
If you change the variable’s value, planned tasks that use that variable will reflect the new value. Completed, skipped, or failed tasks will reflect the old value.
To delete a global variable, click Delete under Actions.
If you delete a global variable that is still in use, tasks that use the variable will not be able to start.
In XL Release version 8.5 and later, you can use variables inside another variable.
For more examples, see Variables in XL Release