How to write Custom Processing for each label?

We allow users to add custom processing along with a predefined list provided in the general tab.

Custom Processing:-

Important

  1. 'self' is replaced with a label name.
  2. No space between any function
  3. You can also combine function like UPPER(LEFT("docsumo",3))

πŸ“˜

While creating a function, anything inside single quotes is taken as variable name and double quotes is taken as string

E.g: UPPER(LEFT("docsumo",3)) > "DOC"
E.g: UPPER(LEFT('self', 3)) > we expect self to pass data as {'self': "docsumo") > "DOC"

Supported Functions

Function Name
LEFTReturns the leftmost characters from a text value=LEFT("docsumo",3)
RIGHTReturns the leftmost characters from a text value=RIGHT("docsumo",4)
SUMSum of all the valuesd = {'a':1, 'b':4, 'self':5} =SUM('a', 'b')>5
=SUM('self')>5
SEARCHINLISTSearch the value in list provided SEARCHINLIST(text, text_to_search_with_separator, separator)=SEARCHINLIST("hi" , "hi,hello", ",")
=SEARCHINLIST("bye" , "hi,hello", ",")
REMOVEFROMLISTRemove words if in list REMOVEFROMLIST(text, text_to_search_with_separator, separator)=REMOVEFROMLIST("hi world" , "hi,hello", ",")
GETDATAURLGet 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"
FINDANDREPLACERemove word from string FINDANDREPLACE(text, list, replacing_str, separator, strict)=FINDANDREPLACE("hi hello world namaste", "hello, world", "apple,mango", ",", 1)
PARSEADDRESSParse 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"
IFWrite 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 good
DELTADATECompare 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") > True
MAKELISTMAKELIST(str)
Get value as list on webhook or api response.
MAKELIST('self')
MAKELIST("abc123") => ["abc123"]
MAKELIST("abc123\ndef456") => ["abc123","def456"]
TABLEOPERATORTABLEOPERATOR("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 avg
TABLEOPERATOR("Table SectionTable 1Amount, sum")
TABLEOPERATOR("Table SectionTable 1Amount, count")
TABLEOPERATOR("Table SectionTable 1Amount, avg")
PARSETELNUMBERPARSETELNUMBER("string")
Formula to extract US telephone number form any string
PARSETELNUMBER("phone number: 1-1234.234-2323") => 1-1234-234-2323
CONVERTTONUMBERCONVERTTONUMBER("str")
Formula to extract number from any string
CONVERTTONUMBER("Amount: 5500") => 5500
CONVERTTODATECONVERTTODATE("str",
"required_format")
Formula to extract date from any string to required_format

"required_format": defaults "%d/%m/%Y"
CONVERTTODATE("Date 2021/12/18","%m/%d/%Y") => 12/18/2021
CONVERTTOBOOLCONVERTTOBOOL("str","true_values","false_values")
Formula that returns True or False depending on if str is present on true_values or false_values

"true_values": "yes,y,true,t,1"
if str is any of above values, True is returned
"false_values": "no,n,false,f,0"
if str is any of above values, False is returned
CONVERTTOBOOL('t') => True
CONVERTTOBOOL('0') => False
CSVOPERATORCSVOPERATOR(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 params OPERATOR 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)")
SHIFTDATEUsed 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 from date . Days Can be positive or negative integer
source_format: The format of the DATE. Can be dd/mm/yyyy or mm/dd/yyyy . Default dd/mm/yyyy
output_format: The format of the result of SHIFTDATE. Can be dd/mm/yyyy or mm/dd/yyyy . Default dd/mm/yyyy
SHIFTDATE("10/01/2023", 5) => "15/01/2023"

SHIFTDATE("10/01/2023", -5) => "05/01/2023"

Get a dropdown from URL

You can add a dropdown from URL.

πŸ“˜

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!