Storing and retrieving data

The Data Storage connector is one of the key connectors that you will need to use.

Its primary function is to 'get' and 'set' data at key points in your workflows and projects, via the 'Get value' and 'Set value' operations.

The key to using it effectively is identifying circumstances when it is required.

Storing data in the current workflow run

Our Use the set/get data storage method academy course gives a good example of when to use set / get value in data storage.

The principle here is that when there are certain conditionals within your workflow which change exactly what data you want to store, you will need to:

  1. Set the value on the conditional path(s)

  2. Get the data when all conditionals have been resolved and you are ready to send to the destination service

Using a default value

The above example gives an illustration of how you can effectively use the default value option when getting a key.

In this case, it is preferable to make use of the prospect's phone number as their means of contact.

However, if it has not been provided then we can use the email address that was pulled from the original prospect details in Salesforce.

The default 'default' value when using 'get value' is null.

This can also be set to boolean, a number or an empty string, object or list.

This may be necessary in order to meet the input requirements of your destination service

Storing data for subsequent workflow runs

There may be times when you need to store pieces of data that need to be retrieved the next time a workflow is run.

In this case you can set and get data using the 'workflow' scope.

A classic example of this is with a scheduled workflow which has to paginate batches of records being pulled from a particular service.

In this case, when the pagination loop has finished, we have to store the pagination offset token that is returned by the 3rd party service.

Then, at the start of the pagination loop for each run of the workflow, we retrieve the offset token to pass to the 3rd party service:

Storing data at account / workspace level

There are certain rare use cases when you will need to store data that is to be used in other workflows within the same workspace.

In this case you can set and get data using the 'account' scope.

An example of this is given in our documentation on workflow threads.

When storing data at account level, you will need to be careful about how you name your keys.

One strategy to adopt is to link the key to the source workflow by appending the $.env.workflow_uuid to the key.

You may also need to make sure that you 'reset' your account-level data (to null, empty string etc.) when the routine across all workflows has finished running

Storing objects and lists

If you need to store and retrieve objects, you can construct objects using the Object Helpers connector in combination with the Data Storage set and get value operations.

For adding both simple fields and objects to lists, there is the Data Storage 'append to list' operation. Please see our page on 'working with lists' for more information.