Available Actions
Using references in parameters
When filling in an action’s parameters, you can pull values from the triggered record or from earlier steps:
Select the [$] reference picker and choose a field from This record to use a current
value from the run’s record.
Choose an earlier step’s output in that picker to use a field returned by an action or Read.
For example, use the new invoice’s ID as the target of an Open invoice action.
References to the current record are read when the action executes. Earlier-step references
use that step’s saved output, not a fresh lookup. Typing a placeholder-looking phrase into a
plain-text field does not create one of these references. Missing fields or outputs can fail
the step, so test each path before enabling a workflow for real members.

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