We allow users to add custom processing along with a predefined list provided in the general tab.
Custom Processing:-
Important
- 'self' is replaced with a label name.
- No space between any function
- You can also combine function like UPPER(LEFT("docsumo",3))Supported Functions
Function Name LEFT Returns the leftmost characters from a text value =LEFT("docsumo",3) RIGHT Returns the leftmost characters from a text value =RIGHT("docsumo",4) SUM Sum of all the values d = {'a':1, 'b':4, 'self':5} =SUM('a', 'b')>5
=SUM('self')>5SEARCHINLIST Search the value in list provided SEARCHINLIST(text, text_to_search_with_separator, separator) =SEARCHINLIST("hi" , "hi,hello", ",")
=SEARCHINLIST("bye" , "hi,hello", ",")REMOVEFROMLIST Remove words if in list REMOVEFROMLIST(text, text_to_search_with_separator, separator) =REMOVEFROMLIST("hi world" , "hi,hello", ",") GETDATAURL Get value from url GETDATAURL("URL,AUTH,DATA, POST_PROESSING,METHOD") =GETDATAURL("https://app.docsumo.com/api/v1/eevee/apikey/limit/,X-API-KEY:1234,,,GET%22)
> "value"FINDANDREPLACE Remove word from string FINDANDREPLACE(text, list, replacing_str, separator, strict) =FINDANDREPLACE("hi hello world namaste", "hello, world", "apple,mango", ",", 1) PARSEADDRESS Parse any USA address into into its component parts, like a street number, street name, suffix, and others =PARSEADDRESS("687 NW. Woodsman St. Wheaton, IL 60187")
> {"AddressNumber": "687", "StreetNamePreDirectional": "NW.",
"StreetName": "Woodsman", "StreetNamePostType": "St.",
"PlaceName": "Wheaton", "StateName": "IL",
"ZipCode": "60187"}
=PARSEADDRESS("687 NW. Woodsman St. Wheaton, IL 60187", "AddressNumber")
> "687"IF Write complete if and else logic. You can also nest the IF similar to excel. IF(condition, True_value, False_value) = IF(LEN('self')>5, "this is good", "this is bad") {"self": "IN1234567"}
> this is goodDELTADATE Compare two dates to find if range falls within given interval.
DELTADATE(date1, date2, interval: defaults 30, format: defaults "dd/mm/yyyy", available: "mm/dd/yyyy" )DELTADATE("12/12/2020","15/12/2020",1,"dd/mm/yyyy") > False
DELTADATE("12/12/2020","15/12/2020",10,"dd/mm/yyyy") > TrueMAKELIST MAKELIST(str)
Get value as list on webhook or api response.MAKELIST('self')
MAKELIST("abc123") => ["abc123"]
MAKELIST("abc123\ndef456") => ["abc123","def456"]TABLEOPERATOR TABLEOPERATOR("tablename, operator")
tablename is combination of section name, table name and column name with format: section_name**_table_name**column_name
operator=any of the sum, count or avgTABLEOPERATOR("Table SectionTable 1Amount, sum")
TABLEOPERATOR("Table SectionTable 1Amount, count")
TABLEOPERATOR("Table SectionTable 1Amount, avg")PARSETELNUMBER PARSETELNUMBER("string")
Formula to extract US telephone number form any stringPARSETELNUMBER("phone number: 1-1234.234-2323") => 1-1234-234-2323 CONVERTTONUMBER CONVERTTONUMBER("str")
Formula to extract number from any stringCONVERTTONUMBER("Amount: 5500") => 5500 CONVERTTODATE CONVERTTODATE("str",
"required_format")
Formula to extract date from any string torequired_format
"required_format": defaults "%d/%m/%Y"CONVERTTODATE("Date 2021/12/18","%m/%d/%Y") => 12/18/2021 CONVERTTOBOOL CONVERTTOBOOL("str","true_values","false_values")
Formula that returnsTrue
orFalse
depending on ifstr
is present ontrue_values
orfalse_values
"true_values": "yes,y,true,t,1"
ifstr
is any of above values,True
is returned
"false_values": "no,n,false,f,0"
ifstr
is any of above values,False
is returnedCONVERTTOBOOL('t') => True
CONVERTTOBOOL('0') => FalseCSVOPERATOR CSVOPERATOR(OPERATOR, TABLE_NAME___COL_NAME, params)
Use database table to perform various operation.
"OPERATOR":
- STP: pass document through STP when certain condition met
"TABLE_NAME_COL_NAME": Database table name and column name separated by___
. If value is found in the specified column, depending on paramsOPERATOR
is executed
"params": (value to be compared, column name if another column value needs to be checked/fetched, default value (if required)CSVOPERATOR("STP,TABLE___COL, (self,COL1)") SHIFTDATE Used to add/subtract number of days from a given date.
SHIFTDATE(date, days, source_format, output_format)
date: Input date string
days: Number of days to add or subtract fromdate
. Days Can be positive or negative integer
source_format: The format of the DATE. Can bedd/mm/yyyy
ormm/dd/yyyy
. Defaultdd/mm/yyyy
output_format: The format of the result of SHIFTDATE. Can bedd/mm/yyyy
ormm/dd/yyyy
. Defaultdd/mm/yyyy
SHIFTDATE("10/01/2023", 5) => "15/01/2023"
SHIFTDATE("10/01/2023", -5) => "05/01/2023"
Get a dropdown from URLYou can add a dropdown from URL.
The output should be a list. E.g ["invoice", "bank statement"]
url,header,data,postprocessing,method
E.g: https://appdocsumo.com/api/v1/eevee/apikey/limit/,X-API-KEY:Ckypp36YES,,data.document_types.loop__title,GET
> ["invoice", "pan", "bs"]
Detail
- url: str
- Eg: *https://apptesting.docsumo.com/api/v1/eevee/apikey/limit/*
- header: str
- Eg: *X-API-Key:asdf1234*
- data: dict
- postprocessing: str
- get required datas from response of **url**
Let: response =
{data: {document_types:[{"title":"TITLE1","value":"VALUE1"},{"title":"TITLE2", "value":"VALUE2"}]}}
- to get all titles
Eg: *data.document_types.loop_title*
Output: ["TITLE1", "TITLE2"]
- use .loop_ to loop through lists or [int]. to get data from specific index
Eg: *data.document_types.1.title*
Output: "TITLE2"
- method: str
- only GET and POST methods are allowed
Happy Annotating!
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