Inline Functions

Functions can be used in:

  • Then cells of If/Then Rules
  • Action cells of Decision Tables, and Matrix Rules
  • Formula rules in Transformation Blocks

Most formulas are available under Autocomplete as you type in these cells.

Inline Functions

PMT - Excel Equivalent

Usage: PMT(RATE, NPER, PV)

  • Rate - interest rate for loan (expressed in terms of period, so if you're using months, you may have to divide APR by 12)
  • Nper - total number of payments for the loan.
  • Pv - present value, or the total amount that a series of future payments is worth now; also known as the principal.

 
PV - Excel Equivalent

Usage: PV(RATE, NPER, PMT)

  • Rate - interest rate for loan (expressed in terms of period, so if you're using months, you may have to divide APR by 12)
  • Nper - total number of payments for the loan.
  • Pmt - payment made each period and cannot change over the life of the annuity. Typically has reverse sign of PV to reflect cash inflows/outflows

 
NPER - Excel Equivalent

Usage: NPER(RATE, PMT, PV)

  • Rate - interest rate for loan (expressed in terms of period, so if you're using months, you may have to divide APR by 12)
  • Pmt - payment made each period and cannot change over the life of the annuity. Typically has reverse sign of PV to reflect cash inflows/outflows
  • Pv - present value, or the total amount that a series of future payments is worth now; also known as the principal.

 
RATE - Excel Equivalent

Usage: RATE(NPER, PMT, PV)

  • Nper - total number of payments for the loan.
  • Pmt - payment made each period and cannot change over the life of the annuity. Typically has reverse sign of PV to reflect cash inflows/outflows
  • Pv - present value, or the total amount that a series of future payments is worth now; also known as the principal.

 
AGE

Usage: AGE(customer.date_of_birth)

  • input date string in format '2020-05-03'
  • returns age in years

 
AGE_MONTH

Usage: AGE_MONTH(customer.date_of_birth)

  • input date string in format '2020-05-03'
  • returns age in months

 
MAX

Usage: MAX(num1, num2)

  • input two numbers
  • returns larger of two

 
MIN

Usage: MIN(num1, num2)

  • input two numbers
  • returns smaller of two

 
RANDOM

Usage: RANDOM(percent_true)

  • returns true percent_true of the time
  • Useful for champion/challenger flows Screen Shot 2021-09-27 at 12.26.12 PM.pngScreen Shot 2021-09-27 at 12.26.12 PM.png

 
CONCAT

Usage: CONCAT(str1, str2)

  • returns a combined string

 
SUB_STR

Usage: SUB_STR(string, start, end)

  • returns a substring, from the starting character to ending character For example SUB_STR(john, 1, 3,) would return oh

 
ROUND

Usage: ROUND(customer.prop)

  • returns the customer.prop rounded to nearest whole number

Usage: ROUND(customer.prop, places, direction)

  • returns the customer.prop rounded to the places number of decimal places
  • direction can be up, down, or nearest (default)

 
COALESCE

Usage: coalesce(item1, item2)

  • returns the first non-null item in the list, similar to SQL coalesce command
  • example: income = coalesce( customer.income, 5000) will return the customer’s income or 5000 if that field isn’t present in a workflow execution

List Functions

 
ADD

Usage: add( list, item)

  • returns a new list including every item in the original list + the new item

 
IN

usage: in( list, item)

  • returns true if the item is in the list, otherwise false
  • example: if: in( approved_phone_types, customer.phone_model) == true

 

Dot Functions (run on a single variable)

 
is_present

Usage: customer.income.is_present

  • returns true if this field is present for the current Workflow execution, or false if this field is missing

 
to_str

Usage: customer.income.to_str

  • converts a number to a string

 
to_dollar

Usage: customer.income.to_dollar

  • converts a number to a dollar-formatted string (e.g. 500 → $500.00)