---
title: How to use values from the triggering record
url: https://tideswell.xyz/docs/workflows/use-values-from-the-record
description: Drop a value from the record that set the workflow off into a task title, a message or a field.
---

> Documentation index: fetch https://tideswell.xyz/llms.txt to discover every page before exploring further.

# How to use values from the triggering record



A workflow that creates "New repair to look at" forty times is worse than useless. The same
workflow creating "Repair 118, Priya Raman, sole separation" is a working queue. The difference
is dropping values from the triggering record into what the workflow writes.

## How do you insert a value? [#how-do-you-insert-a-value]

With a placeholder in double braces, written as `{{trigger.field}}`, wherever text is accepted.

Each step's options panel names what it **Reads** and what it **Gives**, which is how you find
the right name for a field rather than guessing.

## Where can you use them? [#where-can-you-use-them]

* **A task's title and description.** See <Ref to="workflows/create-tasks-and-records" />.
* **A notification's message.** See <Ref to="workflows/notify-someone" />.
* **A field you are setting** on the triggering record.

## What makes a good title? [#what-makes-a-good-title]

Enough to act on without opening anything.

Compare "Urgent repair" against `Urgent repair, {{trigger.customer}}, {{trigger.fault}}`. The
second is a task somebody can triage from a list, which is where most people read tasks.

Put the record's own reference in as well when it has one. Somebody looking at the task in a
week needs to find the record it came from.

## What makes a good message? [#what-makes-a-good-message]

The same rule, plus the reason it is being sent.

`Fabric trial {{trigger.name}} was approved` tells production what happened. "Fabric trial
approved" makes them go and look for which one.

## Do placeholders work everywhere? [#do-placeholders-work-everywhere]

They work in text. They are not a way to reach a different record: everything available is on
the record that set the workflow off.

Every step in a workflow reads and writes that one record, which is the constraint to design
around. See <Ref to="workflows/choose-a-trigger" />.

## How do you check one is filling in correctly? [#how-do-you-check-one-is-filling-in-correctly]

Run the workflow and open the **Runs** tab, then read what the step actually did. A created task
is shown with its real title, so you can see whether the value landed.

One thing to know while reading a run: a **Notify** step shows its message **as configured**,
with the placeholders unfilled. The message that went out had the values in it; the run simply
records the setup rather than the filled text.

For created tasks, **Open the task** takes you to the real one, which is the definitive check.

## What if a value is empty? [#what-if-a-value-is-empty]

The placeholder produces nothing, and you get a title with a gap in it.

Use fields that are reliably filled in. A field that is optional on your Object will sometimes be
empty, and a title reading "Repair, , sole separation" is the result.

Where the field matters that much, make it required on the Object itself, per
<Ref to="objects/add-a-field" />.
