Insert and edit dynamic values in workflow text fields
Insert a dynamic value into any workflow text field — a contact's last name, an order's line items, or a value from an earlier step — and edit it with the chip interface. Type / to search for a custom value, and select a list-type value to format it as a comma-separated, bulleted, or numbered list.
Insert a dynamic value
Dynamic values appear as chips so you can tell them apart from static text in the field. Type / in a workflow text field to search for and insert a custom value, such as a contact's last name.
Replace or fix a dynamic value
Click an existing chip to replace it with another value in the same position. Chips show one of three states: blue means the value is available in this workflow, yellow means the value exists on the platform but nothing in this workflow supplies it (so it renders blank unless another workflow passes it in), and red means the value does not exist on the platform. Replace a red chip with a recognized custom value from the list; a yellow chip can be left in place and still publishes.
Insert a list of values
When the custom value picker recognizes a list-type value — such as order line items or an Inbound Webhook list — selecting it opens an inline form inside the text field instead of inserting the raw list. Choose the field to extract from each list item, the list format, and an optional empty-list fallback.
Choose Comma-separated, Bulleted, Numbered, or a custom separator. Preview the result, then click Insert to add it at the cursor. The formatting rules are saved with the custom value, and the latest list is rendered each time the workflow runs.
List-formatting controls appear only when the workflow detects a list-type output in the execution context. Single-value variables, including text, number, and date values, retain their instant-insert behavior.
The chip interface is a visual change only. Existing custom values are not changed, and how custom values are rendered and resolved during workflow execution does not change.