Workflow Builder Local Custom Attributes

Supporting local custom attributes requires many small changes throughout Workflow Builder interface.

Workflow Details — allow setting the entry context for some entry triggers (entry, preferred, corporate). This sets the context for a contact so that location specific metadata can be used during the workflow run. This also sets up necessary parts to allow ability for a single contact to be in the workflow many times (1 per group).

Filter Context — Attributes are now grouped by shared and local mirroring the contact details view work for local custom attributes.

Send Node — Send node has a new concept that uses tokens in the message builder rather than liquid syntax. Send node also has updated variable selection showing context (based on value set in Workflow Detail step).

Variable Fallback — This also allows for any token to have a fallback value. If a token doesn’t have a value at send time you can choose to force the contact to exit the flow, set a hard coded string value, or try another token (which can itself have these options). This allows robust fallback values for making complex logic possible for variables.