Totango gives customers the flexibility to connect their raw data to Totango.
With the new Customer Data Hub Field Functions and Function Editor users can apply functions on their data creating new fields of data to load to Totango. (for all inbound jobs, for all connectors)
The column-based Field Functions feature is integrated into the customer data hub process. After the user defines the data source object, he will have the option to add formulas (it can be either as a step before the mapping/preview or within the mapping).
The user experience is as simple as defining a formula in a spreadsheet.
Totango supports many formulas of all types (Math, Text, Date, Logical and Formatting).
NEW! Field functions are now available for outbound jobs as well
(for Salesforce and Hubspot).
The Field Functions flow is as follows:
How to use Field Functions and Function Editor step by step:
- In the mapping table, for an existing source field or to create a new mapped field with a formula, click 'Open Function Editor'
- Click 'Add Function' and Select the function you need from the different sections. Hovering over the function name will display the syntax of it and a usage example.
- Add parameters using the ‘+’ sign next to the field names.
- Click ‘Preview’
- Click 'Save'
- View mapping table with field function
- Using a formula field as part of other new formula is not supported
- Number of mapped formulas are limited to a total of 10 field mappings
- Formula parameters and arguments are limited to 510 characters long (except for LEFT function that can get a longer first parameter if its used alone and not as part of another formula. see details here)
- Formula fields are not supported for write-back to external data source
- Formulas can not be used for field names that have the characters : , ) = < >
- Find function returns an error when no occurrence is found
- When importing data from CSV file with formulas mapping, validation is limited to first 1,000 rows
- To make logical comparisons of dates use DATEVALUE. Example: IF((DATEVALUE(___SomeDate)+30) < DATEVALUE(TODAY()),"P", "C")
- Use the VALUE() function to convert string values to numeric values