Content Variables and Formulas Reference
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:
|
AddHours(date, units) |
Adds hour(s) (plus or minus) to the specified date. Example:
|
AddMinutes(date, units) |
Adds minute(s) (plus or minus) to the specified date. Example:
|
AddMonths(date, units) |
Adds month(s) (plus or minus) to the specified date. Example:
|
AddYears(date, units) |
Adds year(s) (plus or minus) to the specified date. Example:
|
ConvertTimeZone(date, timezone) |
Converts a date to a different time zone, see TimeZone Parameters below. Example:
|
FormatDate(date) |
Formats a date, see Date Formatting Parameters below. Example:
|
GetEndOfMonth(date) |
Calculates the last date in the month. Example:
|
GetNextDayOfMonth(date, dayOfMonth1, dayOfMonth2) |
Calculates the next date that falls on the specific dayOfMonth1 or dayOfMonth2 . Example:
|
GetNextDayOfWeek(dayOfWeek) |
Calculates the next date that falls on the specified dayOfWeek . Example:
|
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:
|
FormatDate(date) |
Formats a date, see Date Formatting Parameters below. Example:
|
FormatNumber(number) |
Formats a number, see Number Formatting Parameters below. Example:
|
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:
|
ReplaceRegex(text, pattern, replaceWith) |
Replaces text with another text using a regular expression pattern. Example:
|
ShowButton(url, title) |
Displays a Url as a button with optional title, ideal for emails. Example:
|
ShowField(field, title, condition, value) |
Displays a field with optional title and conditional formatting, ideal for displaying fields in a scorecard. Example:
|
ShowProgress(number) |
Displays a progress bar, ideal for external steps. Example:
|
StripHtml(text) |
Removes HTML tags. Example:
|
Trim(text) |
Removes whitespace before and after the text. Example:
|
UrlEncode(text) |
Converts text into Url encoded string for links. Example:
|
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:
|
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:
|
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:
|
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:
|
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:
|
IfFieldYesPassFail(field) |
Returns ✔️ if the field value is YES and ❌ if it is NOT YES , ideal for flagging Yes/No questions. Example:
|
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 |