Global Variables

Global Variables

What is Zoho People Variables?

Zoho People variables are pseudo-module fields that are used to store static and reusable information in your Zoho People account.

A Zoho People Variable can have a unique set of values and can be widely used as merge fields in email templates, mail merge templates, and inventory templates. It can also be used as reusable authentication parameters in functions and APIs.
Notes
Global variables can be managed by admin and automation admin only.

Create a Variable

To create a variable,
  1. Go to Settings > Developer Space > Variables.
  2. Click Create New Variable.


  3. Enter the Variable name and Description for easy identification.
  4. Enter the API name for the variable. You can only use alphanumeric characters and underscores in your API name.
  5. Select the Variable type from the drop-down based on your requirements.
  6. Choose where your variable should be grouped. By default, each organization has a group named General
    Info
    You can also create a new group and place your variable under that respective group.



  7. Click Save.
Notes
You can create a maximum of 25 variables under any single group.

Edit/Delete a Variable

To edit a variable,
  1. Go to Settings > Developer Space > Variables.
  2. Select the required variable from the list and hover on it.
  3. Click the edit icon and update as per your requirements, and click Save. You can also edit the API name of the variable.


  4. The same goes for deleting a variable, choose the required variable that you want to delete and click the Delete icon.
  5. If this variable is linked anywhere else, a warning popup will appear. First unmap any existing links, then continue with deletion.


Create a Variable Group

In Zoho People, you can group variables of similar type for easy access. By default, all the variables are grouped under the General category. Follow the steps for creating a variable.

To create a variable group,
  1. Go to Settings > Developer Space > Variables.
  2. Click the drop-down on the left side and select Groups.
  3. Click Create New Group.


  4. In the Create New Group pop-up, enter the Group name, Group API name, and the Description for the group.


  5. Click Save. Now variables can be added to this new group.
Notes
You can add up to 10 custom groups. Therefore, each organization can have a maximum of upto 11 variable groups.

Edit/Delete a Variable Group

To edit a variable group,
  1. Go to Settings > Developer Space > Variables.
  2. Click the drop-down on the left side and select Groups.
  3. Select the required variable group from the list and hover on it. 


  4. In the edit group pop-up, click the edit icon and update it as per your requirements, and click Save.
  5. The same goes for deleting a group, choose the required group and click the delete icon.


Notes
  1. If variables are linked to the group, only editing is allowed and the delete option remains disabled.
  2. To delete the group, delete the associated variables in the group and proceed to delete it.
Click here to learn how to use variables in emails, letters, mail merge templates, and custom functions.

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