Dynamic Data Reference (DDR) in Moxo enables seamless data flow across actions, integrations, and automations, allowing you to pull and reference information dynamically. By leveraging DDR in your Flow Builder, you can reduce manual data entry, minimize errors, and enhance workflow efficiency. This feature ensures that actions within a flow can access relevant data from earlier steps or external sources, enabling real-time data referencing and automation. With DDR, businesses can create intuitive, adaptive data driven workflows that cater to dynamic business needs, making processes more efficient and automated.
Key Benefits of DDR
- Automated Data Flow: DDR allows seamless data movement across actions, integrations, and automations without manual intervention.
- Error Reduction: Eliminates redundant data entry, reducing the chances of manual errors.
- Enhanced Efficiency: Enables real-time data referencing, ensuring faster workflow execution.
- Data-Driven Workflows: Customizes actions, integrations, and automations based on dynamic user inputs and data variables. By leveraging DDR, users can define rules for conditional branches based on workspace details, actions, or user inputs, guiding the flow to the appropriate branch of actions seamlessly.
-
Seamless Integration: Along with using DDR to set up description details for third party automation, data from previous third-party events can be dynamically accessed in subsequent action and automations in the workflow.
Supported Data Sources for DDR
Moxo supports DDR across multiple data sources, which can be referenced throughout a flow. These include:
Workspaces as a Data Source
Workspace-related details can be referenced dynamically within a flow. This includes:
- Workspace Metadata: Name, ID, Description, Welcome Message
- Workspace owner details like Name, Email, Phone Number, Display ID, User Type, etc.
- Role-Based Referencing: Role-specific user details (e.g., Client Email, Name, Phone Number, ID, User Type, etc)
- Workspace Variables: Workspace variables allow you to pass custom data (in the form of Variable Name and Variable Key) from third party applications into a flow and reference it dynamically.
To learn more about DDR in Workspace Variables, refer to the Workspace Variables article.
Actions as a Data Source
DDR supports referencing information from individual actions, including:
- Action Metadata: Action Title, ID, and Description
- Attached or Submitted Files: Files uploaded in any action can be accessed via DDR.
- Forms: Form fields (other than multi selection) in a form can serve as a data source for subsequent actions and automations. These fields include basic and predefined form elements.
- Any file that is part of the flow action, such as those from a form (CSV, PDF, or any files uploaded within form fields) or files submitted through a file request.
Wait Feature as a Data Source
DDR can be leveraged from Wait for the subsequent actions to dynamically pull information (in the form of Title, ID, and Description).
Shadow flow information can be accessed in DDR, provided Wait is added to pause the main flow until the Shadow flow completes.
Click here to learn more about Wait.
Where can DDR be used?
DDR can be implemented across various features in Moxo flow, enabling dynamic data access at different workflow stages.
Actions
All Action descriptions can dynamically pull referenced data using DDR. Clicking the autofill '{.}' icon allows data to be inserted automatically.
Additional action uses
- E-Sign Action - DDR enhances the e-sign process by automatically populating text fields (only) using data from Forms previously filled in the same flow, ensuring accuracy and efficiency.
-
Form Action – DDR allows text fields in a form (Single Line Text and Multiline Text) to be pre-filled with workspace details and data from previous actions in the flow, reducing manual input and maintaining consistency throughout the process.
- Time Booking Action – DDR streamlines the meeting scheduling process by auto-filling the Meeting topic field, using relevant workspace details and data from prior actions. This minimizes manual input and ensures consistency.
Automations
DDR can be used in automations to populate data. For instance, while creating email automation, the receiver’s email id, subject, and body can be referenced dynamically. Similarly, all the systems in the automation can leverage DDR in the input set up.
Along with using DDR to set up description details for Third party Automation, data from Automations completing events on third-party platforms can also be dynamically accessed in subsequent actions and automations.
To learn more about DDR in Automation, refer to the Flow Automations guide.
Shadow Flows
When creating a Shadow Flow, DDR can be used to populate workspace names and descriptions dynamically. For instance, while creating a parallel supporting workflow, workspace details are automatically transferred from the main flow.
Conditional Branching
DDR can be used to set rules based on workspace details and actions. Click here for a detailed guide on Conditional Branching.
Wait
DDR can be used within the Wait feature’s description to provide contextual information dynamically. Data from previous automations can also be referenced with DDR to set up details for the Wait step event, as the flow is paused until the completion of the set event in the third party system.
Accessing DDR in a Flow
- Once you are in the flow builder, navigate to the action or automation where you need to reference data from the previous actions or automations in flow.
- Click on the DDR Autofill '{.}' icon in fields that support DDR.
- Choose the relevant data source (Workspace details, Action details, or Workspace Variables) and complete your description.
- For automations, leverage DDR in fields that support DDR.
- In conditional branches, set decision-making rules based on referenced data.
- In wait steps, dynamically set up event information using DDR.