Using a custom script in field transformations (services)
Introduction
This page explains how to apply a custom script as a transform function for service field mappings.
If this is the first time you are using this script, you are strongly advised to work with a test service and ensure everything syncs as expected before applying to live services.
In Patchworks, a test service can be created by defining test (rather than live) source and destination connectors which point to sandbox URLs for the associated systems.
The steps
Step 1 Access the services list:
Please see accessing services if you're not sure how to get to this point.
Step 2 Click on the service that you wish to update:
Step 3 Click the mapping tab:
...existing field mappings are displayed:
Step 4 Click the mapping entry that you wish to update with a new transform (or add a new mapping row):
Step 5 Click the edit option associated with the expanded mapping entry:
Step 6 Click the add transformation button:
...the transformation editor is displayed, with a visual representation of the source and destination points for the mapping, together with an add new function option to define the required transformation between these two points:
A maximum of 15 custom scripts can be added to a single transform.
Step 7 Click the add new function option:
...function settings are displayed:
Step 8 Click in the function name field and select run custom script from the dropdown list:
The run custom script option is available for all data types except float.
...the transformation editor page updates and a new select custom script field is displayed:
Step 9 Click in the select custom script field to show a list of all available custom scripts, then choose the required entry for this mapping:
...the transformation editor page updates so the code and any variable fields for the selected script are shown:
...scroll down to view the code associated with this script:
Click the manage custom script link in the info box (see 1 above) to open the custom script in edit mode, in a new browser tab. There, you can make changes and save the script - then return to the transformation editor and click the refresh icon (see 2 above) to refresh the code.
Step 10 Update variable fields as required. Click in a variable field and choose either custom value (then enter a static value to the right):
...or select source mapping field (then select the required source mapping field to the right):
Step 11 Click the save function button:
...the transformation editor updates and your new function is displayed in the visual representation. From here, you can choose to add another function, or save transformation:
...you are returned to the mapping page, which now shows a transformation for the row you've been working on:
Step 12 Repeat these steps as required for any other mapping entries.
