Dynamic Content - ServFlow Documentation

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 panels
Template 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 Structures
Right 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 templates
Description — 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 rendering
range — Iteration over collections
with — 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\" }}"

Request Headers

Access HTTP headers with the header function:

# Get Authorization header
value: "{{ header \"Authorization\" }}"

# Extract Bearer token
value: "{{ header \"Authorization\" | trimPrefix \"Bearer \" }}"

Tool Parameters

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
`trimPrefix`	Remove prefix from string	`{{ header "Auth" \| trimPrefix "Bearer " }}`
`trimSuffix`	Remove suffix from string	`{{ .path \| trimSuffix "/" }}`
`upper`	Convert to uppercase	`{{ .name \| upper }}`
`lower`	Convert to lowercase	`{{ .email \| lower }}`
`replace`	Replace substring	`{{ replace .text "old" "new" -1 }}`
`printf`	Format string	`{{ printf "%s-%d" .name .id }}`
`strip`	Strip whitespace	`{{ .input \| strip }}`
`escape`	Escape special characters	`{{ .text \| escape }}`
`stringescape`	Escape string for JSON	`{{ param "query" \| stringescape }}`

Comparison Functions

Function	Description	Example
`eq`	Equal	`{{ eq .status "active" }}`
`ne`	Not equal	`{{ ne .status "deleted" }}`
`lt`	Less than	`{{ lt .age 18 }}`
`le`	Less than or equal	`{{ le .price 100 }}`
`gt`	Greater than	`{{ gt .count 0 }}`
`ge`	Greater than or equal	`{{ ge .balance 0 }}`

Logical Functions

Function	Description	Example
`and`	Logical AND	`{{ and .isActive .isVerified }}`
`or`	Logical OR	`{{ or .isAdmin .isModerator }}`
`not`	Logical NOT	`{{ not .isDeleted }}`

Collection Functions

Function	Description	Example
`len`	Get length	`{{ len .items }}`
`index`	Get element by index	`{{ index .items 0 }}`
`first`	Get first element	`{{ first .items }}`
`last`	Get last element	`{{ last .items }}`
`pluck`	Extract field from array	`{{ pluck .users "email" }}`

Data Functions

Function	Description	Example
`jsonout`	JSON encode value	`{{ jsonout .data }}`
`jsonraw`	Raw JSON output	`{{ jsonraw .data }}`
`default`	Default value if empty	`{{ default .name "Unknown" }}`
`now`	Current timestamp	`{{ now }}`

Validation Functions

These functions are primarily used in conditionals and collect validation errors:

Function	Description	Example
`email`	Validate email format	`{{ email (param "email") "Email" }}`
`empty`	Check if empty	`{{ empty .field "Field" }}`
`notempty`	Check if not empty	`{{ notempty (param "name") "Name" true }}`
`bcrypt`	Compare 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

Authentication Token Extraction

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.

Getting Started

Concepts

References

Documentation Index

​The Content Editor

​Opening the Content Editor

​Editor Layout

​Variables Panel

​Functions Panel

​Control Structures Panel

​Template Syntax

​Full Template Mode

​Expression Mode

​Accessing Data

​Action Results

​Request Parameters

​Request Headers

​Tool Parameters

​Secrets

​Available Functions

​String Functions

​Comparison Functions

​Logical Functions

​Collection Functions

​Data Functions

​Validation Functions

​Pipelines

​Control Structures

​If/Else

​With Block

​Range (Iteration)

​Common Patterns

​Authentication Token Extraction

​Default Values

​Safe Strings for JSON

​Combining Multiple Values

​Conditional Display

​Checking Collection Length

​Best Practices

​Next Steps

Actions

Conditionals

Configuration Reference

Secrets Management

The Content Editor

Opening the Content Editor

Editor Layout

Variables Panel

Functions Panel

Control Structures Panel

Template Syntax

Full Template Mode

Expression Mode

Accessing Data

Action Results

Request Parameters

Request Headers

Tool Parameters

Secrets

Available Functions

String Functions

Comparison Functions

Logical Functions

Collection Functions

Data Functions

Validation Functions

Pipelines

Control Structures

If/Else

With Block

Range (Iteration)

Common Patterns

Authentication Token Extraction

Default Values

Safe Strings for JSON

Combining Multiple Values

Conditional Display

Checking Collection Length

Best Practices

Next Steps