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Understanding Data in Automations

To effectively build and run automations, it is important to understand the different aspects of data.

Step data​

Step data includes Input data and Output data.

  • Triggers only have Output data.
  • Activities can have both Input data and Output data.

Some Triggers and Activities have fixed data, so you can't add or remove Input data or Output data items. You just 'map' data into the Inputs (see Input Mapping Formulas) and use data from the Outputs (see Formulas here) in your automation. Other Triggers and Activities let you add the Input data and Output data.

Add Input and Output data

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Automation data​

Automation data refers to the data associated with the automation itself, not the individual steps. There are two types:

  • Constants: Fixed data that does not change.
  • Variables: Data that can change and hold calculation results during the automation.

Add Automation data

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Data types​

GoAutomate handles various types of data, including numbers, dates, and text.

Learn about Data types

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Data scope​

In automations, it's important to know which data can be used and where. For example, a step can use data from previous steps, but not from later ones since those steps haven’t run yet. This is called data scope.

Learn about Data types

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  • Formulas: When setting up automation steps, you'll often need to pass data from one step to another. Data can be used in different steps, help decide which path to take, or be used in conditions. This is where formulas come in. To learn about using formulas, click here.
  • Functions: GoAutomate offers various functions similar to those in 'Microsoft Excel'. These functions help with formulas, data handling, and creating conditions for Validation logic and Conditional logic. To see a list of functions available in GoAutomate, click here.
  • Formatting: Formatting lets you adjust how your data appears on a form, like the number of decimal places, currency symbols, and the way dates and times look. Learn more about formatting here.
  • Timezones: Timezones help you work with dates and times across different countries and regions. Learn more about timezones here.

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