Create And Test Transformations

You can open the Transformations list from either place:

1. The main Setup page
2. The Field Mappings page for a document type

The list shows:

• Code
• Description
• Transformation Type
• Active

If Active is turned off, the transformation is skipped and the original value stays unchanged.

How to create one

1. Open Transformations
2. Choose New
3. Fill in Code, Description, and Transformation Type
4. Complete the fields that appear for that type
5. Enter a sample value in Test Input
6. Choose Test
7. Check Test Output
8. Save the transformation

The card only shows the setup fields that belong to the selected transformation type.

How transformations are used

In Field Mappings, each mapped field has one Transformation field. That means:

• You can assign one saved transformation to a field.
• The transformation runs automatically during processing.
• The transformed result is stored with the extracted value.

If a transformation cannot make a safe change, some types leave the original value in place so you can review it later.

Where to test reliably

The most reliable place to test a transformation is the transformation card itself:

1. Open the transformation.
2. Enter a value in Test Input.
3. Choose Test.
4. Review Test Output.

This is the fastest way to confirm whether the rule behaves the way you expect before assigning it to a field mapping.

The Field Mappings page also includes a Test Transformation action, but the transformation card is the reliable place to test today.