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 InterFAX + AI 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 Dynamic 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 InterFAX + AI 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)%.
Extract portion of value
You can extract a portion of a data field value when the document is exported by using the regex capture substitution operator.
Example: You may have invoices with an alphanumeric vendor code before the invoice number, ACC45698. To capture only the invoice number, you would enter: %InvoiceNumber:Capture((\d5))%