Working with field transformations
Last updated
Last updated
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.
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.
