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Parameterize

Parameterizing a workflow means replacing fixed values with reusable inputs so the same browser workflow can run in more than one situation.

Why parameterize

A first recording usually captures exact values from the original run. Parameterization helps you reuse the workflow by making those values flexible.

Examples:

  • a patient or claim identifier
  • a search term
  • a date range
  • a file name

When to parameterize

Parameterize a workflow when:

  • the steps are correct, but the values change each time
  • teammates need to use the same workflow for different records
  • the workflow should become part of a broader process

Good candidates for inputs

  • text entered into forms
  • values selected from lists
  • search fields
  • file names or file paths

Best practices

  • Start by parameterizing only the values that truly change.
  • Keep input names easy for a teammate to understand.
  • Test the workflow again after each meaningful change.