Using Column Values in Hoicko Workflows

What are column values in Hoicko workflows?

Column values allow a workflow to use information already stored in a Hoicko record when performing an automated action.

This makes the workflow dynamic.

Instead of creating separate automation for every customer, project, employee, or request, one workflow can use the values stored in each record.

Example

A project board contains:

• Project Name
• Client
• Owner
• Due Date
• Status

A workflow can use these values when generating an automated action.

The same workflow can therefore work for multiple projects.

Why dynamic data is useful

Using column values helps:

• Reduce repetitive data entry
• Make notifications more relevant
• Create reusable workflows
• Keep automation connected to live board information
• Reduce hard-coded values

Example notification

Instead of:

"A project needs attention."

A dynamic workflow can use the relevant project information to create a more useful notification containing the project and responsible person.

Use column values carefully

Before using dynamic values, make sure:

• The source column contains reliable information.
• The value is available when the workflow runs.
• The data format is appropriate.
• The workflow behaves correctly when a value is empty.

FAQs

What are column values used for in Hoicko workflows?
They allow workflows to use information already stored in a record when performing automated actions.

Why are dynamic values better than manually entered values?
Dynamic values allow the same workflow to adapt to different records automatically.

Can column values personalize automated notifications?
Yes, where supported by the workflow action, relevant record values can make automated messages more contextual.

What happens if a column is empty?
The workflow should be designed and tested for missing values so that an empty field does not create an unexpected result.

Can one workflow work for multiple records?
Yes. Dynamic values help make workflows reusable across records.