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Formula Mode: List of common formulas (operators) and how to use them

Fri, Jul 21, 2017 at 11:29 AM - If you are new to formula mode, please click here to understand what it is and how to use it. Operator Explanation (scenario) Examples Output ago Goes back a specified period of time, with the base time as ser...

How do I handle blank or null data in my input?

Thu, Jul 20, 2017 at 9:13 AM - When we are mapping data, sometimes we find that some data may not be available and it can lead to the recipe failing. In the example below the invoice date is mapped from a field called 'Date' and the value for Date is not always guaranteed to be there. To take care of this, you go ...

How do I get the date of the beginning/end of the current/next month?

Thu, Jul 20, 2017 at 9:13 AM - Beginning of Current Month Firstly, turn on formula mode and we have access to the .beginning_of_month function. It returns the date for the start of the month for the given date/timestamp. Beginning of Next Month To retrieve a date for the beginning of the next month, we simply need to ad...

How do I add or subtract days or months from dates?

Thu, Jul 20, 2017 at 9:13 AM - Adding and Subtracting Dates: You can add or subtract months, days, hours minutes or seconds from dates. Some scenarios might be: 1) When creating an invoice in Xero, we wish to set the due date of the invoice to 30 days after the invoice has been sent 2) When creating an opportu...

Fixing a date to a particular day of the week

Thu, Jul 20, 2017 at 9:13 AM - To transform date pills to a particular (future) day of the week, we can use this *recipe input + formula trick*. For example, I want to change "Start date” pills to the next Friday, regardless of the "Start date". This formula will look at the day selected and transform the ...

.present? vs .presence

Thu, Jul 20, 2017 at 9:13 AM - You can use the two functions - presence and present to check for presence of a value and perform functions accordingly What's the difference? present? will check to see if a value exists and if it is present it will return one value and if not present it will return t...

How do I format my text into multiple lines? (Line Break)

Fri, Jul 21, 2017 at 12:05 PM - Many times, when you are trying to copy text from one system to another you want to concatenate multiple elements but you also want to format it onto multiple lines. A good example is address lines - in Xero, the address lines are split into address line 1, address line 2, address line 3 but in ...

Breaking up a line of text into words or joining words into a line of text

Fri, Jul 21, 2017 at 12:35 PM - Formulas such as split and join are powerful functions for manipulating lines of texts. Here are some examples: The basic split breaks a line of text into its component words. By itself it is not very useful. "Joseph Robinette Biden".split => ["Joseph", &qu...

Lookup tables to map values across two apps.

Thu, Jul 20, 2017 at 9:13 AM - When building recipes, sometimes we come upon sets of fields which conceptually are similar, but their actual values don't match up. For example, if I wish to sync tickets from a ticket management app, (i.e. Zendesk) into a project management app (i.e. Trello), I would want the sta...

Comparing values and setting field values based on that

Thu, Jul 20, 2017 at 12:03 PM - Is there a way to compare dates in a formula in Workato? An event has an expiration_date field. In an action, I want to set a status field based on whether the expiration_date has passed. I want to write something like this: Answer: Assuming expiration_date is a Date field the formula w...

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