Transform & Format

introduction to transform & format the transform & format tool is the data processing in engini it allows you to take raw data coming from your trigger, process it, change its format, and prepare it perfectly for the subsequent steps in your workflow to add a data processing action to your workflow, follow these steps add a new step after setting up your trigger (the event that starts the flow), click the (+) button that appears next in the sequence choose transformation click on transform & format this is where you will find all the tools for data parsing, formatting, and structural changes note using transform & format correctly saves valuable time and prevents errors down the line by ensuring your data is delivered in exactly the format your destination apps expect to receive variables initialize variable creates a variable choose the transform & format software and click on the “initialize variable” action follow the next steps to learn how to define this activity name click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields type choose from the drop down list the type of variable you want to define array boolean datetime integer numeric object string value the value is optional you can set it in a variable that you initialize as an initial value, but you can choose not to fill the field of the variable and populate it later in the workflow option 1 without initial value when a variable is not initialized with an initial value, the system automatically assigns a default value based on the variable type for a string variable , the system assigns an empty string ("") for a number variable , the system assigns the value 0 for a boolean variable , the system assigns the value false for a array variable , the system assigns an empty list/array (\[]) for an object variable , the system assigns an empty object ({}) option 2 with initial value click on the empty field to and the tooltip will popup showing all the options you can use to fill the value you can populate the value in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) to learn more about functions click here https //help engini ai/enginis functions#logical functions set variable updates the value stored in the variable with a new value choose the transform & format software and click on the “set variable” action follow the next steps to learn how to use this activity name choose from the drop down the name of the variable you want to set value click on the empty field to be shown the tooltip with all the options you can use to fill the value you can populate the value in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) to learn more about functions click here https //help engini ai/enginis functions#logical functions append to array variable appending to an array variable allows you to dynamically add new values to the end of the array without changing the size or structure of the array choose the transform & format software and click on the “append to array variable” action follow the next steps to learn how to use this activity name choose from the drop down the name of the variable you want to append to value click on the empty field to be shown the tooltip with all the values you can use to fill the value field you can populate the value in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) add nested array false (default) adds the value as a normal item example \[1, 2] + 3 → \[1, 2, 3] true wraps the value in brackets \[], creating a "list inside a list " example \[1, 2] + 3 → \[1, 2, \[3]] recommendation keep it on false unless you specifically need a complex structure (like coordinates) append to string variable appending to an string variable allows you to dynamically add new values to the end of the string without changing the size or structure of the string choose the transform & format software and click on the “append to string variable” action follow the next steps to learn how to use this activity name choose from the drop down the name of the variable you want to append to value click on the empty field to be shown the tooltip with all the values you can use to fill the value field you can populate the value in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) to learn more about functions click here https //help engini ai/enginis functions#logical functions increment variable increment variable refers to the operation of increasing the value of a variable by a specific amount choose the transform & format software and click on the “increment variable” action follow the next steps to learn how to use this activity name choose from the drop down the name of the variable you want to set increment value click on the empty field to fill the increment number decrement variable decrement variable refers to the operation of decreasing the value of a variable by a specific amount or step choose the transform & format software and click on the “decrement variable” action follow the next steps to learn how to use this activity name choose from the drop down the name of the variable you want to set decrement value click on the empty field to fill the decrement number map array the map array activity allows you to transform a data list that contains multiple pieces of data into a new data list based on the properties and values you choose choose the transform & format software and click on the “map array” action follow the next steps to learn how to use this activity data list click this field to select the source array you want to transform from a previous activity in your workflow add properties click here to define the new structure you will specify the new property names and map them to the corresponding values from the original data list for example, let’s consider the following data list \[ "status" "working on it", "date4" "2023 08 19", "text" "052123456", "text2" "info1\@engini io", "checkbox" "v", "checkbox 1" "v", "board id" "5017384721", "group id" "topics", "item id" "5017384726", "name" "meital borenstein" }, "status" "done", "date4" "2023 08 20", "text" "052123456", "text2" "info2\@engini io", "checkbox" "", "checkbox 1" "v", "board id" "5017384721", "group id" "topics", "item id" "5017384728", "name" "nimrod tzeler" }, "status" "working on it", "date4" "2023 08 17", "text" "052123456", "text2" "info3\@engini io", "checkbox" "v", "checkbox 1" "", "board id" "5017384721", "group id" "topics", "item id" "5017384729", "name" "itay guttman" }, "status" "stuck", "date4" "2023 10 10", "text" "052123456", "text2" "info\@engini io", "checkbox" "", "checkbox 1" "v", "board id" "052123456", "group id" "topics", "item id" "5352748005", "name" "michael golnik" }, "status" "working on it", "date4" "2023 10 01", "text" "052123456", "text2" "info4\@engini io", "checkbox" "v", "checkbox 1" "v", "board id" "5017384721", "group id" "topics", "item id" "5352749950", "name" "avishai dotan" } ] using the activity, we will create an array containing the names and emails of employees to do this, select the appropriate properties and values for this example, choose the following properties applying the map array, you will get the following array \[ { "name" "meital borenstein", "email" "info1\@engini io" }, { "name" "nimrod tzeler", "email" "info2\@engini io" }, { "name" "itay guttman", "email" "info3\@engini io" }, { "name" "michael golnik", "email" "info\@engini io" }, { "name" "avishai dotan", "email" "info4\@engini io" } ] this array contains the names and emails of the employees extracted from the original data list engini's helpers compose string the compose string is type less you can provide it with any type of data as an input, and it will provide you back an output after doing anything we ask it to with things like expressions compose string will effectively tell you what the output will be of some content you give it choose the transform & format software and click on the “compose string” action follow the next steps to learn how to use this activity input click the field to enter your text you can type manual text or use the tooltip to insert dynamic variables (properties) from earlier activities compose html/ markdown compose html / markdown activity allows you to combine text using html or markdown syntax with dynamic data from previous workflow steps choose the transform & format software and click on the “compose html/ markdown” action follow the next steps to learn how to use this activity input press this field to edit your text this window is used to create and edit content in html or markdown format, which can be inserted into the workflow code editor enable the code editor toggle if you want to edit the content using html or markdown code keep the toggle off to use the visual editor and format your content with the toolbar turn the toggle on to manually enter or modify html/markdown code select format choose the format you want to use for your content html – select this option if you want to create content using html tags and advanced formatting markdown – select this option if you want to write content using markdown syntax content editor use the content editor to create and customize the content that will be displayed in your workflow you can work in either visual editor mode or code editor mode, depending on how you want to create your content visual editor mode enter and format your content directly in the editing area you can type your text directly into the editor use the toolbar to customize the appearance of your content change font style and size add colors and text formatting apply bold , italic , or underline styles create bullet points or numbered lists align your text add links or images use the dynamic content panel to insert information from previous steps in your workflow code editor mode enable the code editor toggle to create or edit your content using html or markdown code in this mode write or edit html or markdown syntax add dynamic values from previous workflow steps modify existing content to match your workflow requirements cancel / apply click apply to save your changes and add the content to your workflow click cancel if you want to exit without saving your changes the difference between variables and when to use construct the construct simulates opening a note pad at runtime variables can be initialized then repeatedly updated in your workflow construct doesn’t do the same thing when you have a value that needs to be set once and accessed from anywhere within your flow below your ‘setting’ action, this is when to use a construct construct can only be set once, and cannot be changed after, until of course the flow is run again with new data rerun workflow history this action allows you to re execute a previously completed workflow run using its history id it is typically used for troubleshooting, retrying failed runs, or replaying a past execution without manually triggering the entire process again workflow click on the empty field, and a tooltip will appear with all the workflows linked to your project that has the button trigger then, you can choose which one to run! history id provide the history id or array of ids that you want to rerun to obtain the workflow history id of the currently running workflow, you can use the “getworkflowhistoryid()” function next step click “next step” to add actions to your workflow you can add multiple actions by clicking “next step” after each one to finish, continue to the next step outside the current flow run workflow this action allows you to trigger another existing workflow from within the current flow it is typically used to break complex processes into smaller workflows, reuse logic, or create modular automation structures workflow click on the empty field, and a tooltip will appear with all the workflows linked to your project that has the button trigger now, you get to choose which one will be running! add field click add field to add and populate additional fields for the selected activity to learn more about managing activity data, click here https //help engini ai/workflow editor#add fields next step click “next step” to add actions to your workflow you can add multiple actions by clicking “next step” after each one to finish, continue to the next step outside the current flow convert string encoding choose the transform & format software and click on the “convert string encoding” action follow the next steps to learn how to use this activity input enter a string you want to convert if you have base 64 and not a string, use the base64tostring function input encoding click on the empty field and choose from the popup the encoding type output encoding click on the empty field and choose from the popup the encoding type parse json / xml choose the transform & format software and click on the “parse json/xml” action follow the next steps to learn how to use this activity content click on the empty field and the tooltip will pop up showing contents from the previous activities which you can choose to parse generate output schema click on it to generate structure json/xml payload is where you paste a valid json sample the system uses it to automatically generate the data structure it must be formatted correctly for the mapping to work format field description this feature capitalizes the first letter of each field and removes unnecessary characters, such as the underscore (“ ”) map dictionary if your json is structured as a dictionary, you can parse it as key value pairs this makes it easier to loop through each entry and access the data you need each key value pair includes a key (the name or identifier) and a value (the data associated with that key) apply click on it to save the changes you can now add fields on your own! add field customize your output schema and add your own fields and be more precise with your goal and result follow the steps to build the field name choose a unique name display name the name that will be shown to users inside the workflow and dynamic mapping fields description additional context for the ai tool about the purpose of the field and the expected value helps the ai understand how and when to use this field dynamically during workflow execution type defines the data type of the field required determines whether the field is mandatory if enabled, users must provide a value for this field before the workflow can run apply saves and applies the current field repeat 1 6 to populate more fields define manually is exactly where you can see the structure of your json it visually displays the "skeleton" of your data showing the hierarchy and data types (like string, number, or collection) confirming that the system understands the json so you can use its data in the next steps parse phone number this action helps you standardize phone numbers choose the transform & format software and click on the “parse phone number” action follow the next steps to learn how to use this activity phone number enter the phone number you want to check or clean region for country code this field defines the country or region context used to interpret the phone number correctly click on the empty field and the tooltip will pop up showing all the available country codes select the option that matches your desired country or region display web page this action displays a custom web page to the user, using the values provided in the header, body, and footer fields the action is triggered by a webhook (for example, when a customer clicks a specific button), and then the corresponding display web page is shown to the customer with the provided details header – the main title or message displayed at the top of the page use this field to grab the user’s attention or confirm the purpose of the page (e g , “submission received”) body – the main content area of the page this is where you provide detailed information, instructions, or confirmation messages (e g , “thank you for your submission we will contact you soon ”) footer – the text shown at the bottom of the page typically used for additional notes, support contact details (e g , “if you have questions, contact support\@example com”) steps click the empty field to open a window where you can enter your value enter the value you want to display on the web, and use the toolbar to apply formatting such as bold, italic, underline, alignment, and more you can also add property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using functions and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) to learn more about functions click here https //help engini ai/enginis functions#logical functions when you’re done, click save