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))
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
Description
Example
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')>5
SEARCHINLIST
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://d.com/api/v1/eevee/apikey/limit/,X-API-KEY:1234,,,GET%22)
> "value"

=GETDATAURL(https://app.docsumo.com/api/v1/eevee/apikey/limit/,X-API-KEY:Ckyp8ZES,,data.document_types.0.title,GET)
> "Auto Classify"
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 good
DELTADATE
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") > True
MAKELIST
MAKELIST(str)
Get value as list on webhook or api response.
MAKELIST('self')
MAKELIST("abc123") => ["abc123"]
MAKELIST("abc123\ndef456") => ["abc123","def456"]
TABLEOPERATOR
TABLEOPERATOR("table_name, operator")
table_name 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 Section___Table 1___Amount, sum")
TABLEOPERATOR("Table Section___Table 1___Amount, count")
TABLEOPERATOR("Table Section___Table 1___Amount, avg")
PARSETELNUMBER
PARSETELNUMBER("string")
Formula to extract US telephone number form any string
PARSETELNUMBER("phone number: 1-1234.234-2323") => 1-1234-234-2323
CONVERTTONUMBER
CONVERTTONUMBER("str")
Formula to extract number from any string
CONVERTTONUMBER("Amount: 5500") => 5500
CONVERTTODATE
CONVERTTODATE("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
CONVERTTOBOOL
CONVERTTOBOOL("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
CSVOPERATOR
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 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)")
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 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.
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!

How to write Validation Rules?

Free tool & Client Review tool

Last modified 19d ago

Function Name	Description	Example
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')>5
SEARCHINLIST	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://d.com/api/v1/eevee/apikey/limit/,X-API-KEY:1234,,,GET%22) > "value" =GETDATAURL(https://app.docsumo.com/api/v1/eevee/apikey/limit/,X-API-KEY:Ckyp8ZES,,data.document_types.0.title,GET) > "Auto Classify"
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 good
DELTADATE	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") > True
MAKELIST	MAKELIST(str) Get value as list on webhook or api response.	MAKELIST('self') MAKELIST("abc123") => ["abc123"] MAKELIST("abc123\ndef456") => ["abc123","def456"]
TABLEOPERATOR	TABLEOPERATOR("table_name, operator") table_name 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 Section___Table 1___Amount, sum") TABLEOPERATOR("Table Section___Table 1___Amount, count") TABLEOPERATOR("Table Section___Table 1___Amount, avg")
PARSETELNUMBER	PARSETELNUMBER("string") Formula to extract US telephone number form any string	PARSETELNUMBER("phone number: 1-1234.234-2323") => 1-1234-234-2323
CONVERTTONUMBER	CONVERTTONUMBER("str") Formula to extract number from any string	CONVERTTONUMBER("Amount: 5500") => 5500
CONVERTTODATE	CONVERTTODATE("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
CONVERTTOBOOL	CONVERTTOBOOL("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
CSVOPERATOR	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 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)")
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 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"