Scores and Custom Variables

Every time your Workflow runs, it will return:

- Result (Approve, Reject, Investigate)
- Custom Variables (optional) such as score, risk_tier, etc

For more complex workflows, these Custom Variables are a crucial component.

As an example, picture a fintech company that wants to offer a line of credit to its customers during onboarding. Their Workflow will need to evaluate the relative riskiness of each customer, which will be stored as risk_score. The Workflow will also need to return a Custom Variables, which we'll call dollar_limit

Note that we can have multiple Custom Variables, they can be adjusted as the Workflow runs, and even set based on other Custom Variables.

Example: Creating the risk_score Variable

In any Action or Then cell, you can start typing the name of a new variable. In this case, we'll use risk_score. Make sure you pick something unique. No need to remember what you pick - your variable will be available under autocomplete in all subsequent rules.

In this example, we're using a simple Decision Table (learn more under Rule Types ) and in each Action cell, we're setting risk_score using the = sign.

Example: Updating the risk_score Variable

Once you've saved your rule creating the risk_score variable, you can access it in all your subsequent rules. In any Then or Action cell, just start typing risk_score and pick the variable from the Autocomplete drop down.

To alter this Custom Variable, simply set it equal to something else. For example risk_score = risk_score + 1

Example: Finding the risk_score in Execution Results

You'll learn more about how to run your Workflow on the next page. But anytime a Workflow with a Custom Variable is Executed, you'll see the Custom Variables in the Results section of the Execution Record. Click on the History Tab and pick an Execution, to see an example.