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

1. Expand the relevant data area, expand Tables, and then expand the relevant table.
2. Right-click the field, and select Field Transformations to open the Field Transformations pane window.
3. 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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