Data Transformation¶
Fields transformations let you modify existing data in a number of ways. You can, for example, easily reverse the sign of numeric values, trim fields, or return a specified number of characters from the original field value.
Adding Field Transformation Rules¶
- Expand the relevant data area, expand Tables, and then expand the relevant table.
- Right-click the field, and select Field Transformations to open the Field Transformations pane window.
- In the Operator list, select the appropriate operator to be used with the field above and then click Add.
| Operator | Description |
|---|---|
| Custom | Allows for custom SQL code to be executed |
| Fixed | Inserts a fixed value that is specified by the user |
| Default column value | Adds a default value to a column. It can later gain a different value |
| To upper | Converts all text values to upper-case |
| To lower | Converts all text values to lower-case |
| Trim | Trims padded spaces from the left and right of the data |
| Trim left | Trims padded spaces from the left of the data |
| Trim right | Trims padded spaces from the right of the data |
| First characters | Returns the number of beginning characters specified by the user |
| Last characters | Returns the number of ending characters specified by the user |
| Replace characters | Replaces one set of characters with another |
| ReverseSign | Reverses the sign for numeric values |
| Only date | Returns only the date portion of a datetime field |
| Only time | Returns only the time portion of a datetime field |
| SQL snippet | An option to add a SQL snippet to a field |
| Lookup | Is to add values from a lookup transformation |
| 4. If selecting either the First or Last operators, then also enter a number to be used for the field length. |
How to add a field transformation rule¶
The following example shows adding a “Date Only” transformation to a date field.
Adding Conditions¶
Adding conditions to transformation rules is done in the same way as adding conditions to validation rules. See Adding Conditions
How to add a condition to a transformation¶
The following example shows setting up a condition on a transformation so that it will only be applied to a record when the Document_Line_No is greater than 1.
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