Platform

Support center Web Data and Salesforce Use Custom Variables in Titan Projects

Use Custom Variables in Titan Projects

Business Background

When your project needs to store and reuse information, you can use custom variables to manage values throughout the user journey. Variables help you hold data such as user input, calculated values, Salesforce data, or temporary values used in actions and conditions.

This makes it easier to pass information between pages, control logic, personalize content, and support more complex project behavior.

Titan Solution

Titan lets you create and manage various types of variables based on your project needs, including global, local, system, and static variables.

You can organize variables into folders, define values where needed, and reference them across supported project settings, actions, and logic. This helps keep your project data structured and easier to manage.

How to Video

0:01 Introduction.
0:07 Learn about global and local custom variables.
1:14 We show you how to add static variables.
2:00 Learn how to add a local variable.
6:55 Learn how to set a variety of variables.

How to Guide

Click the Gear icon to open the Project settings.
Select the Tools option.
Click the Custom Variables Gear icon. The Custom Variables screen opens.

You can set the following variable:

Variables	Function
System	Add system variables to use in your custom conditional logic. You can also populate an input field or a Salesforce field with a system value.
Static	Use static variables to affect elements, either from Salesforce, project elements, or other variables.
Environment	Configure environment variables. An environment variable is a value that users can define to affect how processes behave on a computer.
Numeric	Create a numeric variable that will let you perform dynamic calculations and store them, send them via email, or push them to Salesforce.
String	Create a text variable that will allow you to perform dynamic manipulations using text inputs and fields from Salesforce and store them, send them via email, or push them to Salesforce.
Custom JS	Create a fully customized variable that will hold a JS code.

Add a System Variable

Learn more about System Variables.

Click the System option.
Click the Add a System Variable (+) icon. The variable field will be added.
Select the Default Value from the drop-down list and click the Apply button.

Add Static Variable

Click the Static option.
Click the Add a Static Variable (+) icon. The variable field will be added.
Type a name for the variable in the relevant field.
Type the Default Value in the relevant field and click the Apply button.

Add an Environment Variable

Click the Environment option. The Environment Variables tab on the Titan Dashboard opens.
Configure the environment variable.

Add a Numeric Variable

Click the Numeric option.
Click the Add a Numeric Variable (+) icon. The variable field will be added.
Click the Configure button. The Configure Numeric Variable screen opens.

Select the value fields from the drop-down list and click the Apply button.

Add a String Variable

Click the String option.
Click the Add a String Variable (+) icon. The variable field will be added.
Click the Configure button. The Configure String Variable screen opens.

Select the value fields from the drop-down list and click the Apply button.

Add a Custom JS Variable

Click the Custom JS option.
Click the Add a Custom JS Variable (+) icon. The variable field will be added.
Click the Configure button. The Configure Custom JS Variable screen opens.