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Configure Transforms

Configure Transforms

Transforms enable you to apply transformations to the data before processing. The types of transforms available depend on the data type for the field.

Before You Begin

Edit the template you want to work with. Refer to Edit a Template.

To configure a transform

  1. Click the field for which you want to configure a transform.

  2. From the Transform dropdown menu, select the type of transform to apply. The available transforms depend on the data type:

    • Join Transform:
      Joins multiple fields into one.
      !!! example Combine FirstName and LastName with a separator '-' to assign the resulting value to the current field.


      Join Transform configuration screen showing three fields: First Name, a dash as a separator, and Last Name. Each field has edit and delete icons. There is an Add button below the fields and Cancel and Submit buttons at the bottom right.{ width=400 }
      Figure 1. Join transform.

    • Arithmetic Transform:
      Performs mathematical operations on numeric fields.
      !!! example Subtract Points from Price to calculate Total.


      Arithmetic Transform configuration screen with three fields labeled Price, a minus sign, and Points, each with edit and delete icons. A blue Add button is below the fields. At the bottom right are Cancel and Submit buttons.
      Figure 2. Arithmetic transform

    • Date Transform:
      Converts a date from one format to another.
      !!! example Change a date from MM/DD/YY to YYYY-MM-DDTHH:MM:ss.SSSZ.


      Date transform configuration screen showing fields for Data Type set to Date, Date Format set to MM/DD/YY, and Transform set to Date Transform with Transform Expression set to YYYY-MM-DDTHH:mm:ss.SSSZ. Other options include Required, From File, Editable, Auto-Fixable, SysDate, Unique Key Flag, Default Value, and Comments. The interface is clean and neutral, designed for configuring date field transformations in a data template.
      Figure 3. Date transform

    • Mapping Transform:
      Maps values from one Boolean field to another based on predefined rules.
      !!! example Map Status values like 1 to Active and 0 to Inactive.


      Mapping Transform configuration screen showing two mapping rules. The first rule maps the value 1 to Active, and the second rule maps 0 to Inactive. Each rule has icons for editing and deleting. An Add button is located below the rules, and Cancel and Submit buttons are at the bottom right.

      Figure 4. Mapping transform of type string

      Mapping Transform configuration screen for Boolean values. The interface displays two mapping rules: 0 maps to false and 1 maps to true. Each rule includes icons for editing and deleting. An Add button is below the rules, and Cancel and Submit buttons are at the bottom right.

      Figure 5. Mapping transform of type Boolean

  3. Click Submit on the transform dialog box.

  4. Click Save in the upper right corner.
  5. Confirm the transform is displayed correctly in the Transform Expression property of the field.
    Transform Expression section showing a read-only field with the value dollar sign open curly brace First Name close curly brace dash dollar sign open curly brace Last Name close curly brace. The section is outlined in orange and labeled Transform Expression. The wider interface includes Transform and Comments fields.
    Figure 6. Transform Expression.

Note

For Date transform, no additional configuration is required beyond

selecting the transform type. The format conversion is automatically handled based on the field's Format property.

To remove a transform

  1. Click the transform drop-down list to expand it.
  2. Click the unwanted transform. The transform is removed.