Data field substitution

Data field substitution is supported for many fields in export stencil configurations. Data fields are substituted using percent signs around a data field name. For example, %EMAIL% or %InvoiceNumber%. The data field name is not case sensitive.

Any number of substitutions can be specified for a field and literal values can be intermixed with substitutions.

When an invalid data field name is specified, it will result in a blank substitution.

Example: You have an Intelligent Capture data field named DocumentName. You can pass the value that exists in that data field to the Document Name field on the Email stencil by entering %DocumentName%. This configuration is useful when you want the name of the document that is attached to the email to be different from the original document name.

An information icon with a tooltip appears next to fields that support data field substitution.

Remove characters

You can remove a character or multiple characters from a data field value when the document is exported by adding :remove(x) to the end of the data field name. This is case sensitive.

Example: You may want to remove the dollar sign from a total price value. You would enter %InvoiceTotal:remove($)%.

The following special characters can be used to remove characters:

\b blank space
\t= tab character
\n = newline character
\r = carriage return character
\o = open parenthesis "("
\c = closed parenthesis ")"

Example: You have a value of Upland Software and you want it to be one word. You would enter: %Name:remove(\b)%.

Format dates

You can change the format of date type data fields when a document is exported by adding :formatdate(x) to the end of the data field name. See a full list of supported date formats here.

Example: You may want an invoice date to appear in MM/dd/yyyy format. You would enter: %InvoiceDate:formatdate(MM/dd/yyyy)%.

All date type Intelligent Capture data fields are stored in coordinated universal time (UTC) format. You may need to specify a time zone to ensure that dates appear correctly when the document is exported. See a full list of supported timezones here.

Example: You may want an invoice date to appear in eastern time. You would enter: %InvoiceDate:formatdate(MM/dd/yyyy; Eastern Standard Time)%.