Field formatters

Field formatters are used to force the contents of extracted fields into a predefined format for consistency.

For example, an amount may contain decimals and commas, such as 1,500.00. Use the Amount formatter to reformat amounts to numeric values (1500).

TotalAgility supports the following formatter types:

  • Amount formatter: Use this formatter to configure settings related to monetary amounts and currency.

  • Date formatter: Use this formatter to configure date formats.

  • Percentage formatter: Use this formatter to configure percentage formats.

  • Business rule formatter: Use this formatter for special formatting based on a business rule. A business rule can also do dependent formatting whereby the format of a field depends on the value of another field.

You can also use inline formatting rule for simple and conditional formatting. Inline formatting rules are field-specific and non-reusable. See Configure the formatter settings for a document field.

The Amount, Date, and Percentage are used as single-field formatters, whereas the Business rule can be used as a single-field as well as a multiple-field formatter.

TotalAgility provides two default formatters:

  • DefaultDateFormatter: Contains basic date formatting, such as the date order and date output format.

  • DefaultAmountFormatter: Contains the default currency and typical decimal symbol formatting.

You can associate a formatter with document or folder type fields, including table columns. A field can have only one formatter assigned, which can be any of the existing formatter types (Date, Amount, Percentage, Business rule) or an inline formatting rule.

For best practices on formatters, see "Formatting" in Tungsten TotalAgility Best Practices Guide.

How to: