Set Workflow Variable Values from Table
Description
Section titled “Description”Reads values out of a project table and assigns them to workflow variables. Use it to drive a workflow from its own data — read the latest closed period, a row count, or a file path out of a control table and let downstream steps reference it.
The variables set here live for the workflow run. To set values that persist across workflows in the project, use Set Project Variable Values from Table.
Configuration
Section titled “Configuration”Source Columns
Section titled “Source Columns”Map each source column to the workflow variable it populates. The step reads a single row, so narrow the table to one row before it runs.
Select Subset of Data
Section titled “Select Subset of Data”A filter expression that narrows the source rows — typically to the one row holding the values you want.
Apply Secondary Filter to Result Data
Section titled “Apply Secondary Filter to Result Data”A HAVING-style filter applied after aggregation, for when the value comes from a grouped calculation.
Final Data Table Slicing (Limit)
Section titled “Final Data Table Slicing (Limit)”Off by default, and limited to one row when on. Turn it on with an explicit ordering when the source could return several candidate rows and you want a specific one.