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Data transforms

Data transforms

The purpose of a data transform is to manipulate data in an application. Data transforms copy or manipulate data into the form you require. Data transforms can be used to convert data from one type to another, iterate over page lists, or page groups and copy entire pages at a time. 

Consider the checkout process of a purchasing application. The customer provides a shipping address and is prompted to provide a billing address. The billing address and shipping address are likely the same. It is more efficient to use a data transform to copy the shipping address to the billing address rather than have the customer reenter the shipping address. Further into the checkout process, the customer must provide their full name for credit card processing. Use a data transform to copy the first name and last name properties from the customer account into a single full name property.

Example of how data transforms are used in a checkout example

Consider another example. An auto repair parent case has a child case that handles providing the necessary repairs. The child case contains a menu of possible items and services that can be provided, including unit costs. The items and services that are provided are copied to the parent case for invoicing. Use a data transform to iterate over the list of possible items and services and only copy those entries with a quantity greater than zero.

An auto repair parent case and service child case uses a data transform
Tip: When accessing information in different cases (for example, in a parent-child case relationship), consider referencing data from the parent case rather than copying information from the parent case to the child case. Reference data to avoid synchronization issues if data changes on the parent case.

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