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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

You must be signed into the Web Client as an Administrator to access the Settings icon and create custom variables.

Access

  • (A) Settings icon - Click to access all available administrative settings.

  • (B) Variables - Click to access the full list of searchable Custom and System variables.
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Add Variable

  • (C) Variable Name - New variable names must follow this format - {custom.XXXX} with the newly created variable name replacing the XXXX. 
  • (D) Default Value - Click to enter the default value.

  • (E) Add Item icon - After clicking, the newly added variable will appear in alphabetical order within the list and be available for use in.