Placeholders

Fields

Current User

Placeholder	Description
{{user["email"]}}	Email address of the currently logged in user.
{{user["username"]}}	User name of the currently logged in user.
{{user["displayName"]}}	Display name of the currently logged in user.
{{user["id"]}}	Id of the currently logged in user.
{{user["manager.id"]}}	User name of the manager for the currently logged in user.
{{user["manager.email"]}}	Email address of the manager for the currently logged in user.
{{user["manager.displayName"]}}	Display name of the manager for the currently logged in user.

Date/Time

Placeholder

Description

Output

Outputs the current server date in format yyyyMMdd

You can change the format using the format method:

{{date | format("{0:yyyyMM}")}}

20231225

Outputs the current server time in format hhmmss

You can change the format using the format method:

{{time | format("{0:hh-mm-ss}")}}

055322

Methods

Name	Usage Syntax	Input	Result
Format	format("%{0}%")	Cat	%Cat%
Split	split("\|",2)	Cat\|Dog	Dog
ToLower	toLower()	Cat	cat
ToUpper	toUpper()	Cat	CAT
TrimWhiteSpace	trim()	Cat	Cat
AsFinanaicalYear	asFinancialYear("dd/MM") - Where dd/MM is the day/month that the financial year starts on. eg Australia would be 01/07	01/04/2018	2017-2018
AsFinanaicalYear	asFinancialYear("dd/MM", "dd/MM/yyyy") Where dd/MM is the day/month that the financial year starts on. eg Australia would be 01/07 Where dd/MM/yyyy is the date formatting of the input date (defaults to the culture of the IIS server). eg Australia would be "dd/MM/yyyy". USA would be "MM/dd/yyyy"	01/04/2018	2017-2018
Exists	exists()	Value	true
Starts With	startsWith("Fri")	Friday	true
Ends With	endsWith("ay")	Saturday	true
Contains	contains("ver")	Conversion	true
Matches (regex)	matches("[0-9]2")	abc123IAM	true
Date field output conversion	Convert the date output format to YYYYMMDD CODE `{{fields["invoice_date"] \| asDate("dd/MM/yyyy") \| format("{0:yyyyMMdd}")}}`	12/02/2021	20210221
Equals	equals(“Hi”)	Hi	true
GreaterThan	greaterThan(5)	5.10	true
LessThan	lessThan(10)	10	false
GreaterThanEquals	greaterThanEquals(5)	5	true
LessThanEquals	lessThanEquals(10)	10	true

Note: Methods can be chained together and are run sequentially.

Example usage syntax:

This would get the value of the field with id "field_id_here", split on the comma and then return the 2nd value.

This would get the value of the field with id "field_id_here", split on the pipe and then return the 2nd value.

Then it would trim all leading and trailing white space.

This would get the value of the field with id ""field_id_here", and convert it to a human readable financial year.

This would get the value of the field with id "field_id_here".

Then if it has a value it would return the text "yes" otherwise it would return "no".

{{fields["field_id_here"]|contains("ver")|condition("TrueValue", "FalseValue")}}

This would get the value of the field with id "field_id_here".

Then if it's value contains "ver" it returns "TrueValue" otherwise it would return "FalseValue".

Grids

We gave the following placeholders that are available for accessing data in grid fields.

Method	Example	Description
Cell	`{{fields["grid"] \| cell(rowNumber, "columnFieldId")}}` `{{fields["grid"] \| cell(1, "supplierName")}}`	Gets the value of a specific cell in the grid. The “rowNumber” should be an integer and starts at 1 for the first row.
Count	`{{fields["grid"] \| count()}}`	Gets a count of the number of rows in the grid.
Join	`{{fields["grid"] \| join("separator", "columnFieldId")}}` `{{fields["grid"] \| join("\|", "columnFieldId")}}`	Gets the values from a certain column in the grid and joins them together using the specified separator. Note: There is a limitation where a comma can’t be used at the separator. Example output: row1\|row2\|row3
Sum	`{{fields["grid"] \| sum("columnFieldId")}}`	Gets the sum of all values in the specified column. If the values that are getting summed are not numbers then it will return no results.

Complex Methods

Placeholder Example 1

C#

{{fields["workflow"] | exists() | condition(format("{0} || uA1 || new workflow", fields["workflow"]), "")}}

Reading left to right;

Start with fields["workflow"] as our input
| delimits operations in the filter chain, and is very similar to bash shells and how they pipe outputs
- When a pipe exists, everything on the left side is evaluated, and passed into the right side as input
- They respect parentheses, and will be ignored if nested in quotes
exists() will see whether the input value (fields["workflow"]) is empty, null, or whitespace, and return true/false
condition(trueOutput, falseOutput) will take a boolean input, and return either its trueOutput or falseOutput
- Think of it as an if statement
- When true the first argument is evaluated,
  - format(text, values[]) leverages the standard .net string format, and can use placeholders matched to the input indices, starting from 0
- When false then the second argument is evaluated, which is an empty string ("")

Placeholder Example 2

CODE

{{fields["gst_amount"] | greaterThan(0) | condition(format("${0}", fields["gst_amount"]), "No GST")}}

The above placeholder will return the gst_amount (with a prepended dollar sign) when it is greater than 0.

Otherwise it will return the string “No GST”.

Placeholders

Fields

Current User

Date/Time

Methods

{{fields["field_id_here"]|method1|method2}}

Example usage syntax:

{{fields["field_id_here"]|split(",",2)}}

{{fields["field_id_here"]|split("|",2)|trim()}}

{{fields["financial_date_id"]|asFinancialYear("01/07")}}

{{fields["field_id_here"]|exists()|condition("yes", "no")}}

{{fields["field_id_here"]|contains("ver")|condition("TrueValue", "FalseValue")}}

Grids

Complex Methods

Placeholder Example 1

Placeholder Example 2