Record Processing Functions

In this article:

Before Creating a Function
How to Create a Function
Common Function Configuration
Trigger Mode
Function Type Configuration
- Default Values
- Copy Field
- JSON Field
- Arrays
- Attachments
- Field Diff Log
- Math
- Finance
Testing Your Function
Installation
Instructions (Videos 📺)

Function Types Available for Record Processing

Default Values

- Set Default Values to be used fill in empty fields (ex: on record creation) - This will not fill in records with information already in a field.

Copy Field

- Copy the value from one field to another field (can copy over multiple fields)

JSON Field

- Save Record Fields as JSON in a single Notes field

Arrays

- Manipulate Arrays

Options:
Extract/Convert to String
Items in One List But Not in Others
Unique Arrays
Combine Arrays
Select Random Item(s)
Slice a subset from the array
Reverse Array
Sort Arrays
Count Items

Attachments

- Process Images

Options:
Convert URLs to Attachments
Extract URLs from Attachments
Calculate File size Sum

Field Diff Log

- Keep a running log of changes to any fields within a Long Text Field

Math

- Perform Match Functions on Records

Options:
Write Math Equation
Format Numerical Number
Convert to Another Unit
Statistical Formula

Finance

- Perform Financial Calculations on Records

Options:
Present Value
Future Value
Payment
Interest Payment
Principal Payment
Rate
Net Present Value
Internal Rate of Return
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