Content Variables and Formulas Reference

Apr 10, 2023

All Pipeline Content Variables and Formulas start with {{ and end with }}.

Variables

System Variables

You can embed these system variables as part of your step instructions:

Please review the draft that {{previous_step.owner.first_name}} {{previous_step.owner.last_name}} completed.

Variable	Description
`account.name`	Name of the account
`account.logo`	Logo of the account
`app.domain`	Domain of the instance, ex: `company.pipelineapp.io`
`ask.id`	Ask ID
`ask.url`	Ask Url
`ask.name`	Ask name
`ask.submit_date`	Ask submit date, in UTC time
`previous_step.id`	Previous step ID
`previous_step.number`	Previous step number
`previous_step.owner.name`	Previous step owner name (contact or team)
`previous_step.complete_date`	Previous step complete date, in UTC time
`previous_step.owner.first_name`	Previous step owner first name, if contact
`previous_step.owner.last_name`	Previous step owner last name, if contact
`previous_step.owner.email`	Previous step owner email, if contact
`previous_step.start_date`	Previous step start date, in UTC time
`step.id`	Step ID
`step.number`	Step number
`step1.files`	Files uploaded to a specific step (step2a.files for a step in a step group)
`step1.fields`	Fields from a specific step (step2a.fields for a step in a step group)
`step.complete_date`	Step complete date, in UTC time
`step.owner.id`	step owner ID
`step.owner.name`	Step owner name (contact or team)
`step.owner.first_name`	Step owner first name, if contact
`step.owner.last_name`	Step owner last name, if contact
`step.owner.email`	Step owner email, if contact
`step.start_date`	Step start date, in UTC time
`submitter.first_name`	Submitter first name
`submitter.last_name`	Submitter last name
`submitter.email`	Submitter email

Formulas

You can use formulas to manipulate data:

Please review the draft that {{previous_step.owner.first_name}} {{previous_step.owner.last_name}} completed on {{FormatData('previous_step.complete_date','MMM d, yyyy')}}.

Date/Time Formulas

Date/time formulas are ideal for manipulating date/time values.

Formula	Description
`AddDays(date, units)`	Adds day(s) (plus or minus) to the specified date. Example: `AddDays('ask.submit_date', 1)` `AddDays(ParseDate('field[My Date Field]'), 1)`
`AddHours(date, units)`	Adds hour(s) (plus or minus) to the specified date. Example: `AddHours('ask.submit_date', 1)` `AddHours(ParseDate('field[My Date Field]'), 1)`
`AddMinutes(date, units)`	Adds minute(s) (plus or minus) to the specified date. Example: `AddMinutes('ask.submit_date', 1)` `AddMinutes(ParseDate('field[My Date Field]'), 1)`
`AddMonths(date, units)`	Adds month(s) (plus or minus) to the specified date. Example: `AddMonths('ask.submit_date', 1)` `AddMonths(ParseDate('field[My Date Field]'), 1)`
`AddYears(date, units)`	Adds year(s) (plus or minus) to the specified date. Example: `AddYears('ask.submit_date', 1)` `AddYears(ParseDate('field[My Date Field]'), 1)`
`ConvertTimeZone(date, timezone)`	Converts a date to a different time zone, see TimeZone Parameters below. Example: `ConvertTimeZone('ask.submit_date', 'UTC')` `ConvertTimeZone(ParseDate('field[My Date Field]'), 'Central Standard Time')`
`FormatDate(date)`	Formats a date, see Date Formatting Parameters below. Example: `FormatDate('ask_submit_date', 'MM/dd/yyyy')` `FormatDate('ask.submit_date', 'dd.MM.yyyy')`
`GetEndOfMonth(date)`	Calculates the last date in the month. Example: `GetEndOfMonth('ask_submit_date')` `GetEndOfMonth('field[Invoice Date]')`
`GetNextDayOfMonth(date, dayOfMonth1, dayOfMonth2)`	Calculates the next date that falls on the specific `dayOfMonth1` or `dayOfMonth2`. Example: `GetNextDayOfMonth('field[Payment Due Date]', 1)` `GetNextDayOfMonth('field[Payroll Date]', 15, 31)`
`GetNextDayOfWeek(dayOfWeek)`	Calculates the next date that falls on the specified `dayOfWeek`. Example: `GetNextDayOfWeek('ask_submit_date', 'sunday')` `GetNextDayOfWeek('field[My Date]', 'friday')`
`ParseDate(text)`	Parses text into a date for formatting and/or manipulation

Formatting Formulas

Formula	Description
`DownloadFiles(stepX.files, stepY.files, ...)`	Displays a download url for all files in the specified steps, ideal for emails. Note, download Url does NOT require logging in. Example: `DownloadFiles('step1.files')` `DownloadFiles('step1.files', 'step2.files')`
`FormatDate(date)`	Formats a date, see Date Formatting Parameters below. Example: `FormatDate('ask_submit_date', 'MM/dd/yyyy')` `FormatDate('ask.submit_date', 'dd.MM.yyyy')`
`FormatNumber(number)`	Formats a number, see Number Formatting Parameters below. Example: `FormatNumber('10000', '$ ###,###.00')` `FormatNumber('10000', '€ ### ###,00')`
`ParseDate(text)`	Parses text into a date for formatting and/or manipulation
`ParseNumber(text)`	Parses text into a number for formatting and/or manipulation
`Replace(text, textToFind, replaceWith)`	Replaces text with another text. Example: `Replace('ask.name', 'Urgent', '🚩 Urgent')` `Replace('field[My Field]', 'NASA', 'National Aeronautics and Space Administration')`
`ReplaceRegex(text, pattern, replaceWith)`	Replaces text with another text using a regular expression pattern. Example: `ReplaceRegex('ask.name', '\S', '')` `ReplaceRegex('field[My Field]', '\S', '')`
`ShowButton(url, title)`	Displays a Url as a button with optional title, ideal for emails. Example: `ShowButton('ask.url')` `ShowButton('field[Report Url]')` `ShowButton('field[Report Url]', 'Download Report')`
`ShowField(field, title, condition, value)`	Displays a field with optional title and conditional formatting, ideal for displaying fields in a scorecard. Example: `ShowField('My Field')` `ShowField('My Field', 'My Title')` `ShowField('My Field', 'My Title', 'not.blank')`
`ShowProgress(number)`	Displays a progress bar, ideal for external steps. Example: `ShowProgress(0)` `ShowProgress(1/3)`
`StripHtml(text)`	Removes HTML tags. Example: `StripHtml('ask.url')` `StripHtml('field[My Field]')`
`Trim(text)`	Removes whitespace before and after the text. Example: `Trim('ask.name')` `Trim('field[My Field]')`
`UrlEncode(text)`	Converts text into Url encoded string for links. Example: `UrlEncode('ask.contact_email')` `UrlEncode('field[My Field]')`

Logical Formulas

Logical formulas are ideal for flagging fields based on a specific condition.

Formula	Description
`IfField(field, condition, value, trueValue, falseValue)`	Returns one value if a logical expression is `TRUE` and another if it is `FALSE`, see Logical Expressions below, ideal for showing conditional text based on a condition. Example: `IfField('ask.contact_name', 'contains', 'Brad', 'Urgent')` `IfField('My Field', 'startswith', 'North', 'Urgent')`
`IfFieldBlank(field, trueValue, falseValue)`	Returns one value if the field value is `BLANK` (no value) and another if it is NOT `BLANK` (has value), ideal for showing conditional text based on non-required questions. Example: `IfFieldBlank('My Field', 'Did not answer', 'Answered')` `IfFieldBlank('When did you graduate high school?', 'Not HS graduate', 'HS graduate')`
`IfFieldEquals(field, value, trueValue, falseValue)`	Returns one value if the field value equals `Value` and another if does NOT, ideal for showing conditional text based on Dropdown or Radio Selections. Example: `IfFieldEquals('Order', 'Rush', 'ship immediately', 'ship after 30 days')` `IfFieldEquals('Payment Terms', 'NET30', 'due after 30 days', 'due immediately')`
`IfFieldPassFail(field, condition, value)`	Returns ✔️ if a logical expression is `TRUE` and ❌ if it is `FALSE`, see Logical Expressions below, ideal for flagging fields based on a condition. Example: `IfFieldPassFail('ask.contact_name', 'contains', 'Brad')` `IfFieldPassFail('My Field', 'equals', 'No')`
`IfFieldYes(field, trueValue, falseValue)`	Returns one value if the field value is `YES` and another if it is NOT `YES`, ideal for showing conditional text based on Yes/No questions. Example: `IfFieldYes('Are you older than 18?', 'Adult', 'Child')` `IfFieldYes('Have you ever been convicted of a felony?', 'Prior conviction', 'No-prior conviction')`
`IfFieldYesPassFail(field)`	Returns ✔️ if the field value is `YES` and ❌ if it is NOT `YES`, ideal for flagging Yes/No questions. Example: `IfFieldYesPassFail('Are you older than 18?')` `IfFieldYesPassFail('Have you ever been convicted of a felony?')`

Logical Expressions

The following are logical expressions used in IfField() and IfFieldPassFail() formulas.

Logical Expression	Description
`blank`	Returns `TRUE` if the value is blank or empty
`contains`	Returns `TRUE` if the value contains the specified string
`endswith`	Returns `TRUE` if the value ends with the specified string
`equals`	Returns `TRUE` if the value equals the specified string
`greaterthan`	Returns `TRUE` if the value is greater than the specified value
`lessthan`	Returns `TRUE` if the value is less than the specified string value
`not.blank`	Returns `TRUE` if the value is not blank or empty
`not.contains`	Returns `TRUE` if the value does not contain the specified string
`not.endswith`	Returns `TRUE` if the value does not end with the specified string
`not.equals`	Returns `TRUE` if the value does not equal the specified string
`not.greaterthan`	Returns `TRUE` if the value is not greater than the specified value
`not.lessthan`	Returns `TRUE` if the value is not less than the specified string value
`not.one.of`	Returns `TRUE` if the value is not any of the specified string value(s), comma separated
`not.startswith`	Returns `TRUE` if the value does not start with the specified string
`one.of`	Returns `TRUE` if the value is one of the specified string value(s), comma separated
`startswith`	Returns `TRUE` if the value starts with the specified string

Date Formatting Parameters

Format specifier	Description
`d`	The day of the month, from 1 through 31
`dd`	The day of the month, from 01 through 31
`ddd`	The abbreviated name of the day of the week
`dddd`	The full name of the day of the week
`f`	The tenths of a second in a date and time value
`ff`	The hundredths of a second in a date and time value
`fff`	The milliseconds in a date and time value
`ffff`	The ten thousandths of a second in a date and time value
`fffff`	The hundred thousandths of a second in a date and time value
`ffffff`	The millionths of a second in a date and time value
`fffffff`	The ten millionths of a second in a date and time value
`F`	If non-zero, the tenths of a second in a date and time value
`FF`	If non-zero, the hundredths of a second in a date and time value
`FFF`	If non-zero, the milliseconds in a date and time value
`FFFF`	If non-zero, the ten thousandths of a second in a date and time value
`FFFFF`	If non-zero, the hundred thousandths of a second in a date and time value
`FFFFFF`	If non-zero, the millionths of a second in a date and time value
`FFFFFFF`	If non-zero, the ten millionths of a second in a date and time value
`h`	The hour, using a 12-hour clock from 1 to 12
`hh`	The hour, using a 12-hour clock from 01 to 12
`H`	The hour, using a 24-hour clock from 0 to 23
`HH`	The hour, using a 24-hour clock from 00 to 23
`m`	The minute, from 0 through 59
`mm`	The minute, from 00 through 59
`M`	The month, from 1 through 12
`MM`	The month, from 01 through 12
`MMM`	The abbreviated name of the month, ex: Mar
`MMMM`	The full name of the month, ex: March
`s`	The second, from 0 through 59
`ss`	The second, from 00 through 59
`t`	The first character of the AM/PM designator
`tt`	The AM/PM designator
`y`	The year, from 0 to 99
`yy`	The year, from 00 to 99
`yyy`	The year, with a minimum of three digits
`yyyy`	The year as a four-digit number
`yyyyy`	The year as a five-digit number
`z`	Hours offset from UTC, with no leading zeros
`zz`	Hours offset from UTC, with a leading zero for a single-digit value
`zzz`	Hours and minutes offset from UTC
`:`	The time separator
`/`	The date separator
`string`	Literal string to display
`\`	The escape character, used to display characters, ex: "Da\te"

Timezone Parameters

Time Zone Parameter	Time Zone
`Dateline Standard Time`	(UTC-12:00) International Date Line West
`UTC-11`	(UTC-11:00) Coordinated Universal Time -11
`Hawaiian Standard Time`	(UTC-10:00) Hawaii
`Alaskan Standard Time`	(UTC-09:00) Alaska
`Pacific Standard Time`	(UTC-08:00) Pacific Time (US and Canada)
`Pacific Standard Time (Mexico)`	(UTC-08:00) Baja California
`Mountain Standard Time`	(UTC-07:00) Mountain Time (US and Canada)
`Mountain Standard Time (Mexico)`	(UTC-07:00) Chihuahua, La Paz, Mazatlan
`US Mountain Standard Time`	(UTC-07:00) Arizona
`Canada Central Standard Time`	(UTC-06:00) Saskatchewan
`Central America Standard Time`	(UTC-06:00) Central America
`Central Standard Time`	(UTC-06:00) Central Time (US and Canada)
`Central Standard Time (Mexico)`	((UTC-06:00) Guadalajara, Mexico City, Monterrey
`Eastern Standard Time`	(UTC-05:00) Eastern Time (US and Canada)
`SA Pacific Standard Time`	(UTC-05:00) Bogota, Lima, Quito
`US Eastern Standard Time`	(UTC-05:00) Indiana (East)
`Venezuela Standard Time`	(UTC-04:30) Caracas
`Atlantic Standard Time`	(UTC-04:00) Atlantic Time (Canada)
`Central Brazilian Standard Time`	(UTC-04:00) Cuiaba
`Pacific SA Standard Time`	(UTC-04:00) Santiago
`SA Western Standard Time`	(UTC-04:00) Georgetown, La Paz, Manaus, San Juan
`Paraguay Standard Time`	(UTC-04:00) Asuncion
`Newfoundland Standard Time`	(UTC-03:30) Newfoundland
`E. South America Standard Time`	(UTC-03:00) Brasilia
`Greenland Standard Time`	(UTC-03:00) Greenland
`Montevideo Standard Time`	(UTC-03:00) Montevideo
`SA Eastern Standard Time`	(UTC-03:00) Cayenne, Fortaleza
`Argentina Standard Time`	(UTC-03:00) Buenos Aires
`Mid-Atlantic Standard Time`	(UTC-02:00) Mid-Atlantic
`UTC-2`	(UTC-02:00) Coordinated Universal Time -02
`Azores Standard Time`	(UTC-01:00) Azores
`Cabo Verde Standard Time`	(UTC-01:00) Cabo Verde Is.
`GMT Standard Time`	(UTC) Dublin, Edinburgh, Lisbon, London
`Greenwich Standard Time`	(UTC) Monrovia, Reykjavik
`Morocco Standard Time`	(UTC) Casablanca
`UTC`	(UTC) Coordinated Universal Time
`Central Europe Standard Time`	(UTC+01:00) Belgrade, Bratislava, Budapest, Ljubljana, Prague
`Central European Standard Time`	(UTC+01:00) Sarajevo, Skopje, Warsaw, Zagreb
`Romance Standard Time`	(UTC+01:00) Brussels, Copenhagen, Madrid, Paris
`W. Central Africa Standard Time`	(UTC+01:00) West Central Africa
`W. Europe Standard Time`	(UTC+01:00) Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna
`Namibia Standard Time`	(UTC+01:00) Windhoek
`E. Europe Standard Time`	(UTC+02:00) Minsk
`Egypt Standard Time`	(UTC+02:00) Cairo
`FLE Standard Time`	(UTC+02:00) Helsinki, Kyiv, Riga, Sofia, Tallinn, Vilnius
`GTB Standard Time`	(UTC+02:00) Athens, Bucharest
`Israel Standard Time`	(UTC+02:00) Jerusalem
`Jordan Standard Time`	(UTC+02:00) Amman
`Middle East Standard Time`	(UTC+02:00) Beirut
`South Africa Standard Time`	(UTC+02:00) Harare, Pretoria
`Syria Standard Time`	(UTC+02:00) Damascus
`Turkey Standard Time`	(UTC+02:00) Istanbul
`Arab Standard Time`	(UTC+03:00) Kuwait, Riyadh
`Arabic Standard Time`	(UTC+03:00) Baghdad
`E. Africa Standard Time`	(UTC+03:00) Nairobi
`Kaliningrad Standard Time`	(UTC+03:00) Kaliningrad
`Iran Standard Time`	(UTC+03:30) Tehran
`Russian Standard Time`	(UTC+04:00) Moscow, St. Petersburg, Volgograd
`Arabian Standard Time`	(UTC+04:00) Abu Dhabi, Muscat
`Azerbaijan Standard Time`	(UTC+04:00) Baku
`Caucasus Standard Time`	(UTC+04:00) Yerevan
`Georgian Standard Time`	(UTC+04:00) Tbilisi
`Mauritius Standard Time`	(UTC+04:00) Port Louis
`Afghanistan Standard Time`	(UTC+04:30) Kabul
`West Asia Standard Time`	(UTC+05:00) Tashkent
`Pakistan Standard Time`	(UTC+05:00) Islamabad, Karachi
`India Standard Time`	(UTC+05:30) Chennai, Kolkata, Mumbai, New Delhi
`Sri Lanka Standard Time`	(UTC+05:30) Sri Jayawardenepura
`Nepal Standard Time`	(UTC+05:45) Kathmandu
`Ekaterinburg Standard Time`	(UTC+06:00) Ekaterinburg
`Central Asia Standard Time`	(UTC+06:00) Astana
`Bangladesh Standard Time`	(UTC+06:00) Dhaka
`Myanmar Standard Time`	(UTC+06:30) Yangon (Rangoon)
`N. Central Asia Standard Time`	(UTC+07:00) Novosibirsk
`SE Asia Standard Time`	(UTC+07:00) Bangkok, Hanoi, Jakarta
`North Asia Standard Time`	(UTC+08:00) Krasnoyarsk
`China Standard Time`	(UTC+08:00) Beijing, Chongqing, Hong Kong, Urumqi
`Singapore Standard Time`	(UTC+08:00) Kuala Lumpur, Singapore
`Taipei Standard Time`	(UTC+08:00) Taipei
`W. Australia Standard Time`	(UTC+08:00) Perth
`Ulaanbaatar Standard Time`	(UTC+08:00) Ulaanbaatar
`North Asia East Standard Time`	(UTC+09:00) Irkutsk
`Korea Standard Time`	(UTC+09:00) Seoul
`Tokyo Standard Time`	(UTC+09:00) Osaka, Sapporo, Tokyo
`AUS Central Standard Time`	(UTC+09:30) Darwin
`Cen. Australia Standard Time`	(UTC+09:30) Adelaide
`Yakutsk Standard Time`	(UTC+10:00) Yakutsk
`AUS Eastern Standard Time`	(UTC+10:00) Canberra, Melbourne, Sydney
`E. Australia Standard Time`	(UTC+10:00) Brisbane
`Tasmania Standard Time`	(UTC+10:00) Hobart
`West Pacific Standard Time`	(UTC+10:00) Guam, Port Moresby
`Vladivostok Standard Time`	(UTC+11:00) Vladivostok
`Central Pacific Standard Time`	(UTC+11:00) Solomon Is., New Caledonia
`Magadan Standard Time`	(UTC+12:00) Magadan
`Fiji Standard Time`	(UTC+12:00) Fiji
`New Zealand Standard Time`	(UTC+12:00) Auckland, Wellington
`UTC+12`	(UTC+12:00) Coordinated Universal Time +12
`Tonga Standard Time`	(UTC+13:00) Nuku'alofa
`Samoa Standard Time`	(UTC-11:00) Samoa

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