Globally Available Fields

Catalytic has a number of globally available fields. These fields contain unique information about instances, tasks, or teams and are available regardless of your action choice. For example, the globally available field {{Run Start Date}} displays the start date of the instance it is used in鈥攖he value changes for each instance.

Certain fields are available across Catalytic, and others are unique to field formulas or conditional statements. All of the following fields are considered Globally available fields, but there are 3 categories.

If you are having problems entering a globally available field, see globally available fields are not working as expected, or they don鈥檛 work in X field.

Global picker fields

The global picker fields work across Catalytic anywhere the field picker is supported. To access them, just start typing the field picker format from the table below. For example, to reference the run owner鈥檚 email, type {{Run Owner Email}} in the field picker.

screen readers look here

You can also quickly access globally available fields from the field sidebar.

Each field also works in field formulas by using the variation in the field formula format column.

Field picker format Field formula format Description
{{Task Count}} {{run.taskCount}} The number of tasks in an instance
{{Completed Task Count}} {{run.completedCount}} The number of completed tasks in an instance
{{Run Start Date}} {{run.startDate}} The instance start date in 2020-01-22T16:35:55.342Z format
{{Run is Overdue}} {{run.isOverdue}} Whether the instance is overdue; true or false
{{Run Percent Complete}} {{run.percentComplete}} The percent of tasks completed in the instance. The range is 0-1, where 1 is 100% complete.
{{Run Owner Full Name}} {{run.owner.fullName}} The instance owner full name
{{Run Owner Email}} {{run.owner.email}} The instance owner email
{{Run Owner Username}} {{run.owner.username}} The instance owner鈥檚 username

Field formula fields

Field formula fields do not work in task instructions or email bodies, and only work in field formulas.

screen readers look here

To use field formula fields in a process in the same way you use a global picker field, convert it into a referenceable field with a field formula.

Convert field formula field to picker field

To bring these into a Workflow, create a field formula action to create a new field. A few examples of the field formula would be:

  • result = task["assign-task"].status
  • result = "{{team.teamName}}" or result = "{{run.createdBy}}"
screen readers look here

Then to use these fields in your process, you can reference them in any field by the return field name you鈥檝e selected.

Team data

These fields only work in field formulas. An example of how to use the field in a field formula would be result = "{{team.teamName}}".

Field formula format Description
{{team.teamName}} The original name of the team
{{team.displayName}} The current name of the team
{{team.ownerUsername}} The username of the team owner. This is typically the first admin
{{team.ownerEmail}} The email address of the team owner. This is typically the first admin

Workflow Instance data

These fields only work in field formulas. An example of how to use the field in a field formula would be result = "{{run.runID}}"

Field formula format Description
{{run.runID}} The ID of the instance
{{run.rootRunID}} The ID of the parent instance. The rootRunID for a helper Workflow will be the parent Workflow instance ID.
{{run.displayName}} The name of the instance
{{run.processDisplayName}} The name of the Workflow
{{run.description}} The Workflow description
{{run.createdBy}} The User ID for who created the Workflow
{{run.owner.username}} The User ID for the instance owner

Task data

Replace task-name in each field below with the name of the task to reference a specific task. The task name will be in the {{field-names}} format鈥攁ll lowercase, with spaces turned to -.

These fields only work in field formulas. An example of how to use the field in a field formula would be result = tasks["task-name"].completedBy

Field formula format Description
tasks["task-name"].status The current status of the task
tasks["task-name"].displayName The current task name
tasks["task-name"].taskName The original task name; the name of the task when it was first created
tasks["task-name"].assignedTo The assignee of the task
tasks["task-name"].completedBy Who completed the task; will only show if completed
tasks["task-name"].startDate The start date of the task
tasks["task-name"].endDate The end date of the task; will only show if ended
tasks["task-name"].deadline The deadline date and time of the task
tasks["task-name"].delayStartUntil The date and time the task will start if a delay is set

Condition fields

These fields only work in condition statements. Use these fields as factors in your task or field conditions.

screen readers look here

Replace task-name in each field below with the name of the task to reference a specific task. The task name should be all lowercase, with spaces turned to -. For example to get the status of a task Send to APAC manager, enter tasks["send-to-apac-manager"]["status"].

鈿狅笍 Heads-up: These look similar to the task data fields, but have unique formatting. Be sure to use the following format for condition statements.

Condition field format Description
tasks["task-name"]["status"] The current status of the task
tasks["task-name"]["displayName"] The current task name
tasks["task-name"]["taskName"] The original task name; the name of the task when it was first created
tasks["task-name"]["assignedTo"] The assignee of the task
tasks["task-name"]["completedBy"] Who completed the task; will only show if completed
tasks["task-name"]["startDate"] The start date of the task
tasks["task-name"]["endDate"] The end date of the task; will only show if ended
tasks["task-name"]["deadline"] The deadline date and time of the task
tasks["task-name"]["delayStartUntil"] The date and time the task will start if a delay is set

Get help with a problem or question

If something鈥檚 not working as expected, or you鈥檙e looking for suggestions, check through the options below.

The globally available fields are not working as expected, or they don鈥檛 work in X field

If a globally available field is not working, you may be trying to use a field formula or conditions field in an action, instruction, or email body. These fields do not work when used outside of field formulas or conditions.

To use field formula fields in a process in the same way you use a global picker field, convert it into a referenceable field with a field formula.

To bring these into a Workflow, create a field formula action to create a new field. A few examples of the field formula would be:

  • result = task["assign-task"].status
  • result = "{{team.teamName}}" or result = "{{run.createdBy}}"
screen readers look here

Then to use these fields in your process, you can reference them in any field by the return field name you鈥檝e selected.