Use a Helper Step

Global artifacts are added to a workflow via the Helper step. You can configure your Helper step to automatically add an entry to an existing global artifact, you can configure a Lookup action, which prompts the workflow to determine whether an entry already exists in a global artifact, or you can configure a delete action, which will remove entries from a global artifact.

To use a Helper step:

  1. Add a Helper step
  2. Configure an Add Entry Action, Configure a Lookup Action, or Configure a Delete Entities Action

Add a Helper Step

  1. Open the workflow you want to update.
  2. Under Select a step type, click Helpers.
  3. Select a helper action:
  • Select Add to configure the workflow to automatically add an entry to the global artifact when it runs.
  • Select Look Up to configure the workflow to determine whether an entry exists in a global artifact. Note that the workflow can only reference the 1,000 most recent entries.
  • Select Delete to configure the workflow to automatically delete entries from the global artifact when it runs. Note that this step can only delete entries that were returned from previous Look Up step within the workflow.
  1. Click Continue, and configure your newly added action.

Configure an Add Entry Action

  1. In the Name field, provide a name for the step.
  2. Select the global artifact to which you want the workflow to automatically add an entry. The type of information that you can add in the Values field depends on the data type of the global artifact you select.
  3. Select the Value field, click +, and enter a value or select a variable from the dropdown menu.
  4. Click Save Step to save your step.

Configure a Lookup Action

  1. In the Name field, provide a name for the step.
  2. In the Input section, under Look up in Global Artifact, select a global artifact for the workflow to reference. The type of information that you can add in the Values field depends on the data type of the global artifact you select.
  3. In the Value field, enter a lookup value.
  4. In the Output section, preview your output. When you perform a lookup action using a Helper, the step returns a “Found” variable, which is either true or false depending on whether the entry is found. The step also returns a “Matches” variable, which returns all entries in the global artifact that match with the Lookup entry.
  5. Click Save Step to save your step.

Configure a Delete Entities Action

  1. In the Name field, provide a name for the step.
  2. Select a previous global artifact lookup step that you would like to delete the returned entries from.
  3. Click Save Step to save your step.