Adding Variable Sets to a Project

You can add a new variable set to your project. You can then open the variable set and create new variables.

Permission Required?

Editing content and project files is an activity available to users with the Author status. By default, users with Author status have the following permissions set:

  • If this is deselected, then viewing files in a read-only mode is allowed. On the left side of the page, the Files vertical three-dot menu is not available.

  • If this is deselected, the XHTML in the Code view is read-only.

    Editing code is regarded as a capability for an advanced user. If not done properly, the code can become malformed quickly. Administrators can prevent users from editing the code by deselecting the Edit Code permission.

For more information about permissions, see Setting User Permissions or Setting Team Permissions.

How to Add a Variable Set

  1. Open a project, and select the Files tab at the top.

  2. From the left side of the page, click , and select New File.

    Note Alternatively, you can bring an external file into your project by selecting Upload File(s). See Uploading Files.

  3. In the Add File dialog, click the File Type drop-down, and select Variable Set.

  4. In the File Path field, enter a path and a name for the new file.

    Alternatively, click to select a location for the file in the project, and Accept the file path. Then in the File Path field, enter a name for the file.

    Note You might notice the File Path displays black or blue lettering. The blue items are folders, and you can click the item to jump to that folder.

    For example, in the Add File dialog, a file path contains several folders (indicated by blue lettering) before the filename.

    If the "Folder1" item is clicked, you know longer see the subfolders.

  5. (Optional) In the Add File dialog, from the Copy From drop-down, you can select an existing variable file to use. This copies all the variables from the existing file to the new file, providing a base of variables to start with for your file. If you choose not to do this, then your new variable file is populated with a set of factory default variables (e.g., CompanyName, PhoneNumber).

  6. Click Add. A new file is created and opens in the Variables Editor.

  7. Click Commit. (Or click Cancel, to back out of the process.)

  8. In the Create New Commit dialog, verify the new file path, and enter a Commit Message.

  9. Click Commit. The new variables set is added to the project.

If the animation below is cut off, you can see the complete animation by clicking the link under it to open the full topic.

What’s Next?

After you add the new variable set, you can create new variables and insert them into topics. See Creating Variables and Inserting Variables.