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Version: Current

Creating Enterprise Variables

Overview​

The Enterprise Variables tab allows authorized users to create, manage, and maintain reusable configuration values and credentials used across automation processes.

Enterprise Variables can be created:

  • Directly from the AI Command Center
  • From the Process Designer during process development

Only users with appropriate enterprise variable permissions can perform create, edit, delete, clone, transfer ownership, or audit operations.

How to access:
From the AI Command Center, navigate to Assets → Enterprise Variables.

Creating a New Enterprise Variable​

To create a new Enterprise Variable:

  1. Open the Enterprise Variables tab.
  2. Click New Variable.
  3. Provide the required details:
    • Name
    • Type
    • Scope (Global or User)
    • Value
    • Enable Encryption (if applicable)
  4. Click Add to save.

Enterprise Variable Actions​

From the Enterprise Variables tab, the following actions are available (based on permissions):

ActionDescription
ViewOpens the selected Enterprise Variable in read-only mode.
EditModify the variable configuration.
DeletePermanently removes the selected variable.
CloneCreates a duplicate of the selected variable.
Transfer OwnershipAssigns ownership of the variable to another user.
AuditDisplays audit history for the selected variable.

Editing an Enterprise Variable​

To update an existing Enterprise Variable:

  • Select the Enterprise Variable.
  • Choose Edit.
  • Update the required fields.
  • Click Update.

Deleting an Enterprise Variable​

To delete a variable:

  • Select the Enterprise Variable.
  • Choose Delete.
  • Confirm the action.

Cloning an Enterprise Variable​

Cloning creates a duplicate of an existing variable.

Typical use cases include:

  • Creating a user-scoped copy of a global variable
  • Modifying a value without affecting the original variable

Steps:

  • Select the Enterprise Variable.
  • Choose Clone.
  • Modify properties as needed.
  • Click Add.

Transferring Ownership​

To transfer ownership:

  • Select the Enterprise Variable.
  • Choose Transfer Ownership.
  • Select the new owner.
  • Click Transfer.

Auditing an Enterprise Variable​

To view audit logs:

  • Select the Enterprise Variable.
  • Choose Audit.

Creating an Enterprise Variable from Process Designer​

Enterprise Variables can also be created directly during process design.

When designing a process, you may identify the need for reusable or secure values. Process Designer allows you to either use an existing Enterprise Variable or create a new one during development.

To create from Process Designer:

  1. Open Process Designer.
  2. Create a new process or open an existing process.
  3. In the Project Explorer panel, right-click Enterprise Variables.
  4. Select Add New.
  5. Provide the required details.
  6. Click Create.

The Enterprise Variable is created in the AI Command Center when the process is published.

Important Notes​

  • Enterprise Variables cannot share the same name within the same scope.
  • If a Global and User-scoped variable share the same name, the User scope variable takes priority.
  • Credential-type variables are always encrypted.
  • All changes are recorded in audit logs.