DocMgt

Variable

Action or Value

Example

[DEL]

Deletes variable from the Record

Not valid on Filters

[ORIGINAL]

Includes original value of the field

Only valid on Work Trigger Actions

[RECORD]

Summary of Record values

John Smith, 3/13/1987, Omaha

[RECORDID]

ID of currently effected Record

100

[DOCUMENTID]

ID of currently effected Document

Available when Document exists

[DOCUMENTNAME]

Name of Document

Scanned Page

[DOCUMENTEXT]

Extension of Document

PDF

[DOCUMENTFILE]

File name of Document

ScannedPage.PDF

[DATE]

Current Date

7/16/2015

[YEAR]

Current DateYear

2015

[MONTH]

Current Month

7

[MONTHNAME]

Current Month Name

July

[DAY]

Current Day

16

[DATETIME]

Current Date and Time

7/16/2015 10:48

[TIME]

Current Time

10:48 AM

[DATE(#,d)]

Date # days from now

7/16/2016

[DATE([EXDATE],,,,MON)]

Next Monday after [EXDATE]

7/18/2016

[DATEADD(DATE|Y|M|D|H|m|s)]

Add to given date the number of Years, Months, Days, Hours minutes and Seconds provided.

You may omit any trailing zero values but must include any leading zeros

[DATEADD(1/1/2018|1)] = 1/1/2019

[DATEADD(1/1/2018|0|3)] = 4/1/2018

[DATEADD(1/1/2018|0|0|4)] = 1/5/2018

[USER]

Current User's Full Name

Admin User

[USERFIRST]

Current User's First Name

Admin

[USERLAST]

Current User's Last Name

User

[USERFULLNAME]

Current User's Full Name

Admin User

[USERID]

Current User's ID

1

[USEREMAIL]

Current User's Email Address

bradv@plesoftwaregroup.com

[USERNAME]

Current User's Login Name

admin

[WFID]

ID of current Workflow item

25

[WFASSIGNEDNAME]

Assigned Users' Names

admin; jsmith

[WFASSIGNEDEMAIL]

Assigned Users' Email Addresses

admin@a.com; jsmith@a.com

[WFMGREMAIL]

Workflow Managers' Email Addresses

bsmith@a.com;bwhite@a.com

[WFMGRNAME]

Workflow Managers' Names

bsmith;bwhite

[DUEDATE]

Work Item Due Date

7/16/2015

[GOBALDUEDATE]

Global Work Item Due Date

7/16/2015

[WFLINK]

Link To Workflow Item

Workflow only

[MISSINGDOCS]

List of documents missing

invoice, PO, etc

[IF(val1|operator|val2|true|false)]

Exception for BETWEEN (B):

[IF(val1|B|val2|val3|true|false)]

Compares val1 to val2 using the operator and if true returns the true value else returns the false value. 

for BETWEEN (B) operations you must supply 6 parameters with the 4th one being the TO value for the FROM (3rd) and TO (4th) combination.

Example 1: [IF(1|=|2|YES|NO)] will return NO 

Example21: [IF(12=|2|YES|NO)] will return YES.

Example 3: [IF(1|B|2|3|YES|NO)] will return NO 

Example 3: [IF(2|B|1|3|YES|NO)] will return YES

Available Operators:

=   Equal

<>  Not Equal

!=  Not Equal

<   Less than

>   Greater than

<=  Less than or equal to

=>  Less than or equal to

>=  Greater than or equal to

=>  Greater than or equal to

B   Between

C   Contains

S   Starts With

E   Ends With

* String operations are NOT case sensitive

[DIFF]

Computes the difference between two values. For numbers the third parameter is ignored.

[DIFF(1|3)] = 2 

[DIFF(3|1)] = -2 

[DIFF(1/1/2014|1/4/2017|Y)] = 3 (3 years different)

See period options below.

[ABS]

Absolute value of incoming variable

[ABS(-22)] returns 22

[MIN]

Minimum of values

[MIN(1|6|5|3)] returns 1

[MAX]

Maximum of values

[MAX(1|6|5|3)] returns 6

[COUNT]

Count of values

[COUNT(1,3,4,5|,)] returns 4

[AVG]

Average of values

[AVG(1|6|5|3)] returns 3.75

[SUM]

Sum of values

[SUM(1|6|5|3)] returns 15

[RANDOM]

Returns random numbers

[RANDOM] returns number between 1 and 100

[RANDOM(0|10)] returns number between 1 and 10

[SPLIT]

Split value on delimiter

[SPLIT(this.is.a.test|.|2)] returns "is"

[REPLACE]

Replaces one value with another value

[REPLACE(test|t|x)] returns "xesx"

[PAD], [PADRIGHT]

Pads string with another up to length

[PAD(ABC|5|x)] returns "ABCxx"

[PADLEFT]

Pads left side of string

[PADLEFT(ABC|5|x)] returns "xxABC"

[FORMAT]

Formats value based on its formatting rules according to .NET. Works on numeric and date formats.

 - Numeric

 - Date Formats

Numeric:

[FORMAT(12.3|c)] = $12.30

Date:

[FORMAT(1/31/2015|YY/DD)] = 15/01

[JOIN]

Joins collection of values. Works only on Record, Data and E-Form variable names

[JOIN(PO|;)] with a record that has 3 PO values of 12, 35 and 77 returns "12;35;77"

[MATH]

MATH allows you to solve simple mathematical equations. For instance you can do [MATH(1+2*3)] and it would return 7. MATH allows for parentheses in your equations so you can change the last example to [MATH((1+2)*3)] to return 9. 

Available mathematic operations are as follows and are evaluated in this order.

( and ) = Parentheses (operational grouping)

^ = Exponent

* = Multiplication

/ = Division

\ = Integer Division

% = Modulus (remainder)

+ = Addition

- = Subtraction

Operators with equal precedence are evaluated left to right in the order in which they appear in the expression. This means that if your equation is "10 + 4 - 2 * 3" the order of operation would be:

1. 2 * 3 = 6 [10 + 4 - 6]
2. 10 + 4 = 14 [14 - 6]
3. 14 - 6 = 8

[PG]

Page Number

Bates stamping only

[PGS]

Page Count

Bates stamping only

[REQUESTOR]

ID of user requesting Asset

123

[REQUESTORNAME]

User name of user requesting Asset

admin

[USERS(team,|prop|del)]

Delimited list of properties for users from specified team. If team not specified then all users.

See Possible User Property Values below

[USERS(Mgrs|EMAIL|;)] = returns semicolon-delimited list of email address for all users in the “Mgrs” team

[USERS(|NAME|;)] = returns semicolon-delimited list of full names for all users

[TEAMS(prop|del)]

Delimited list of properties for all teams.

See Possible Team Property Values below

[TEAMS(NAME|;)] = returns semicolon-delimited list of Names for all teams