Dynamic content allows your workflows to respond to real data — request parameters, action results, headers, and more. Instead of hardcoding values, you use template syntax to reference and transform data at runtime.
You can create dynamic content in two ways:
Content Editor — Visual interface in the dashboard for building dynamic values with helper panelsTemplate Syntax — Code-based expressions in YAML configuration files
Any text input field that displays the expand icon (⋮⋮) supports dynamic content.
The Content Editor The Content Editor is a popup interface that helps you build dynamic content with access to variables, functions, and control structures.
Opening the Content Editor To open the Content Editor:
Click on any text input field in a node’s configuration panel
Look for the expand icon (⋮⋮) in the corner of the field
Click the icon to open the “Edit Content” popup
Editor Layout The Content Editor has two main areas:
Left panel — Collapsible sections for Variables, Functions, and Control StructuresRight panel — Code editor where you write your dynamic content
Use the Search field to filter available options. Click Apply to save your changes or Cancel to discard them.
Variables Panel The Variables panel lists all action results available from previous steps in your workflow.
Each variable shows:
Name — The action’s display name (e.g., “AI Agent’s Result”)Variable reference — The internal ID to use in templatesDescription — What data the variable contains
Click a variable to insert it into the editor. Hover over a variable to see its documentation.
Variables are only available from actions that execute before the current step in your workflow. If you don’t see an expected variable, check that the action is connected earlier in the flow.
Functions Panel The Functions panel lists 19 available functions for transforming and validating data. Functions are organized by purpose:
String manipulation (strip, upper, lower, escape)
Data transformation (jsonout, pluck)
Comparison and validation (eq, notempty, email)
Click a function to insert it with placeholder syntax like ${1:string}. Replace the placeholder with your actual value.
Control Structures Panel The Control Structures panel provides 4 structures for conditional logic:
if / else — Conditional renderingrange — Iteration over collectionswith — Scoped variable access
Template Syntax ServFlow uses Go’s text/template syntax for dynamic values. The syntax you use depends on where you’re editing.
Full Template Mode Most input fields use full template mode, where expressions must be wrapped in {{ }} delimiters.
# Simple variable reference value : "{{ .fetch_user.name }}" # Request parameter value : "{{ param \" email \" }}" # With transformation value : "{{ param \" email \" | lower }}" # Combining static and dynamic content value : "Hello, {{ .fetch_user.name }}!"
Expression Mode Structured conditional fields (Field and Comparison inputs) use expression mode, where you write raw expressions without {{ }} delimiters. The system automatically wraps your expression.
# In structured conditionals, write raw expressions: content : .user.email comparison : param "email" # NOT like this: content : "{{ .user.email }}" # Wrong for structured conditionals
See the Conditionals documentation for details on structured vs template conditionals. Accessing Data Dynamic content can reference data from multiple sources throughout your workflow.
Action Results Access results from previous actions using the action ID with a dot prefix:
# Full result from action 'fetch_user' value : "{{ .fetch_user }}" # Nested field access value : "{{ .fetch_user.email }}" # Array index access value : "{{ index .fetch_user 0 }}" # Field from array element value : "{{ (index .fetch_users 0).email }}"
Request Parameters Access request body fields and query parameters with the param function:
# Get a parameter value : "{{ param \" email \" }}" # Use in filters filters : - field : email operator : eq value : "{{ param \" email \" }}"
Access HTTP headers with the header function:
# Get Authorization header value : "{{ header \" Authorization \" }}" # Extract Bearer token value : "{{ header \" Authorization \" | trimPrefix \" Bearer \" }}"
When an action is called from an AI agent’s workflow tool, access tool parameters:
# Get tool parameter value : "{{ tool_param \" search_term \" }}"
Secrets Access securely stored environment variables with the secret function:
# Get secret value value : "{{ secret \" API_KEY \" }}" value : "{{ secret \" DATABASE_URL \" }}"
Available Functions String Functions Function Description Example trimPrefixRemove prefix from string {{ header "Auth" | trimPrefix "Bearer " }}trimSuffixRemove suffix from string {{ .path | trimSuffix "/" }}upperConvert to uppercase {{ .name | upper }}lowerConvert to lowercase {{ .email | lower }}replaceReplace substring {{ replace .text "old" "new" -1 }}printfFormat string {{ printf "%s-%d" .name .id }}stripStrip whitespace {{ .input | strip }}escapeEscape special characters {{ .text | escape }}stringescapeEscape string for JSON {{ param "query" | stringescape }}
Comparison Functions Function Description Example eqEqual {{ eq .status "active" }}neNot equal {{ ne .status "deleted" }}ltLess than {{ lt .age 18 }}leLess than or equal {{ le .price 100 }}gtGreater than {{ gt .count 0 }}geGreater than or equal {{ ge .balance 0 }}
Logical Functions Function Description Example andLogical AND {{ and .isActive .isVerified }}orLogical OR {{ or .isAdmin .isModerator }}notLogical NOT {{ not .isDeleted }}
Collection Functions Function Description Example lenGet length {{ len .items }}indexGet element by index {{ index .items 0 }}firstGet first element {{ first .items }}lastGet last element {{ last .items }}pluckExtract field from array {{ pluck .users "email" }}
Data Functions Function Description Example jsonoutJSON encode value {{ jsonout .data }}jsonrawRaw JSON output {{ jsonraw .data }}defaultDefault value if empty {{ default .name "Unknown" }}nowCurrent timestamp {{ now }}
Validation Functions These functions are primarily used in conditionals and collect validation errors:
Function Description Example emailValidate email format {{ email (param "email") "Email" }}emptyCheck if empty {{ empty .field "Field" }}notemptyCheck if not empty {{ notempty (param "name") "Name" true }}bcryptCompare bcrypt hash {{ bcrypt (param "password") .user.hash "Password" }}
Pipelines Chain multiple functions together using the pipe operator |. Data flows left to right through each function:
# Chain multiple operations value : "{{ param \" email \" | lower | trimPrefix \" mailto: \" }}" # Format and transform value : "{{ .user.name | upper }}" # Default with transformation value : "{{ param \" status \" | default \" pending \" | upper }}" # Complex pipeline value : "{{ header \" Authorization \" | trimPrefix \" Bearer \" | strip }}"
Control Structures If/Else Conditionally render content based on a value:
value : "{{ if .isAdmin }}Admin{{ else }}User{{ end }}" # With comparison value : "{{ if eq .status \" active \" }}Active{{ else }}Inactive{{ end }}"
With Block Create a scoped context for nested access:
value : "{{ with .user }}{{ .name }} ({{ .email }}){{ end }}"
Range (Iteration) Iterate over collections:
value : "{{ range .items }}{{ .name }}, {{ end }}"
For complex array processing, consider using a JavaScript action instead of range loops in templates.
Common Patterns value : "{{ header \" Authorization \" | trimPrefix \" Bearer \" }}"
Default Values # Default for missing parameter value : "{{ default (param \" page \" ) \" 1 \" }}" # Default for missing field value : "{{ default .user.avatar \" /images/default.png \" }}"
Safe Strings for JSON # Escape user input in JSON filterQuery : '{"name": "{{ param "name" | stringescape }}"}' # Convert object to JSON template : '{"data": {{ jsonout .results }}}'
Combining Multiple Values # String concatenation value : "{{ param \" firstName \" }} {{ param \" lastName \" }}" # Using printf value : "{{ printf \" %s %s \" (param \" firstName \" ) (param \" lastName \" ) }}"
Conditional Display value : "{{ if .user.isVerified }}Verified{{ else }}Unverified{{ end }}"
Checking Collection Length # Has results expression : "{{ gt (len .fetch_results) 0 }}" # Is empty expression : "{{ eq (len .items) 0 }}"
Best Practices
Use direct action access — Prefer .actionID syntax for accessing action results
Escape user input — Always use stringescape for user input in JSON or database queries
Provide defaults — Use the default function for optional values to prevent empty outputs
Keep templates simple — Move complex logic to JavaScript actions when templates become difficult to read
Use multi-line YAML — For complex templates, use | for better readability:
value : | {{ if .user }} Hello, {{ .user.name }}! {{ else }} Hello, Guest! {{ end }}
Validate early — Use conditionals to validate inputs before processing them in actions
Next Steps
Actions Learn about actions — the building blocks of workflows.
Conditionals Add branching logic to your workflows.
Configuration Reference See the complete ServFlow configuration options.
Secrets Management Securely store credentials for your workflows.
