Working with field transformations

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Introduction

Field transformations can be defined to change the value of a data field pulled from a source system before it is sent to its target. A transformation is comprised of one or more functions.

This page explains how to add a new transformation for a field mapping, and how to remove functions and transformations.

For a summary of available transform functions please see the Field mapping transformation function reference section.

For information about adding a field transformation using a cross-reference lookup table, please see our cross-reference lookups section.

Adding a new transformation

To add a new transformation for a field mapping, you start by adding a new transformation and then build the required functions. To do this, follow the steps below:

Step 1\ Access the required process flow and then edit the map shape to be updated with a transform:

 

Step 2\ Find the mapping that you want to update, then click the transform icon (between source and target elements). For our example, we're going to add a prefix to the 'id' field:

 

Step 3\ Click the add transform button:

 

Step 4\ Use the select a function field to choose the type of function that you need to use (functions are organised by type):

 

Step 5\ Depending on the type of function you select, additional fields are displayed for you to complete. Update these as required - for our example we're adding some text to be added as a prefix:

 

Step 6\ Now we need to confirm which source field this transform field should be applied for - click the add field button:

 

Step 7\ Select the required field:

 

In straightforward scenarios, this will typically be the same source field as defined for the mapping row. However, more complex scenarios may prompt multiple options here - for example, if you apply multiple transforms to the same mapping.

Step 8\ Accept your changes.

Step 9\ Add more fields if necessary.

Step 10\ When you're satisfied that all required fields have been added, accept changes and then save the shape settings.