Zoho Workerly | Workerly Variables

Workerly Variables

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

A Workerly Variable can have unique set of values and can be widely used as merge fields in Email templates. It can also be used as reusable authentication parameters in custom links an buttons, Webhooks, Related Lists, and APIs.


Profile Permission Required: Users with Administrator profile can create, configure, and manage Workerly Variables.

Create Workerly Variable

To create a Workerly Variable

  1. Click  (the Settings icon) > Setup > Extensions & APIs > Workerly Variables. 
  2. Click + Create New Variable.
  3. In the
    Create Workerly Variablepage, do the following:
    • Enter the variable name and description for easy identification.
    • Select the Data Type from the drop-down list based on your requirements.
    • Now choose where your variable name should be grouped. You can also create a new group and have your Workerly variables under the respective group.
      You can create up to 10 groups per organization.
  4. Click Save.

Business Scenario

Using Workerly Variable with Email Templates

Zoho Workerly allows creating custom email templates for sending emails to the customers (Temps and Contacts). Click here to know more about email templates.

While creating an email template in Zoho Workerly, you need to add merge fields and copy paste these fields in your editor. Now, the newly created Workerly variables will also be listed under the merge fields and you can use them whenever required.

For example, use Workerly variables to include company specific details such as SIC code in your email template and send it to your contacts. Just create a Workerly variable as SIC code and whenever you need to include the merge field in your email template, you can use it organization wide and send email to respective users.

Edit Workerly Variable

You can edit the existing Workerly variables whenever required. Only the Administrator of the Zoho Workerly account can edit the variables.

To edit a Workerly Variable,

  1. Click  (the Settings icon) > Setup > Extensions & APIs > Workerly Variables.
  2. Select the required variable from the list and click the Edit icon.
  3. Edit and update the changes as per your requirements and click Save.

You can also bulk edit the existing Workerly variables that are categorized in different groups

To bulk edit a Workerly Variable,

  1. Click  (the Settings icon) > Setup > Extensions & APIs > Workerly Variables.
  2. Select the required variable group from the list and click the EditWorkerly Variable Values.
  3. Edit and update the changes as per your requirements and click Save.

Delete Workerly Variable

Zoho Workerly Administrator can delete the Workerly Variable anytime.

To delete a Workerly Variable,

  1. Click  (the Settings icon) > Setup > API, Apps & Integrations > Developer Space > Workerly Variables.
  2. The list of Workerly variables created will be listed in the page. Choose the required Workerly Variable that you want to delete and click the Delete icon.

  Important Notes

  • Each organization can create only up to 10 groups.
  • Maximum of 25 variables can be created for each group. Therefore, you are allowed to create 275 variables per organization.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Setting up Zoho Workerly for your organization

                                                                                                        The Setup page in Zoho Workerly helps you configure all settings necessary to get your account up and running. Be it personalization, automation or third-party integrations, you can initiate all functions from the minimalist Setup screen of Zoho ...
                                                                                                      • Workerly Kiosk App

                                                                                                        Workerly Kiosk from Zoho Workerly is the ideal solution for clients with temps clocking in at the same location. This easy-to-use, cost-effective, and portable punch clock is a great time-tracking alternative, and it works on any Android device with ...
                                                                                                      • Introduction to Zoho Workerly

                                                                                                        Zoho Workerly is a platform built for temporary staffing agencies to help streamline their job scheduling processes. Recruiters can manage their client and temp databases, schedule jobs based on client requirements, generate timesheets and send out ...
                                                                                                      • Vonage for Workerly

                                                                                                        The extension is available only for the US DC users. Installing the extension You can either go to the Zoho Marketplace and install the Vonage extension, or log in to your Zoho Workerly account and install. To install Vonage extension: Go to Setup > ...
                                                                                                      • Ytel for Zoho Workerly

                                                                                                        The extension is available only for the US DC users. The Ytel extension for Zoho Workerly enables temporary staffing agencies to send SMS messages to their temps, directly from Zoho Workerly. With this extension, staffing agents can use SMS to ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources