Format a Token

Some Tokens can be reformatted using Modifiers and Formats that change the visual format or calculated value of the Token in a One-Step Action or Expression. For example, a Date/Time field in a One-Step Action can be modified to display only the date without the time stamp for ease of use.

A Modifier is a Token element that changes the visual format or calculated value of a Token in a One-Step Action or Expression.
A Format is a Token formula that controls how characters and digits are displayed in a Text field (example: When and where to include hyphens, parentheses, spaces, capitalization, etc.).

To apply a Modifier to a Token in a One-Step Action or Expression:

Right-click a Token in a One-Step Action or Expression.
From the context menu, select Modifiers.
Select a Modifier from the list to edit an existing Modifier. To create a new Modifier, click the Create New button.
Select OK.

To apply a Format to a Token:

Open the Properties window for the Field to add a Format:
1. In CSM Administrator, create a Blueprint.
2. In the Object Manager, double-click the Business Object that contains the Field.
3. Double-click the Field.
The Field Properties window opens.
Click the General tab.
Check the Format check box.
Select the Format to apply:
- Click the Ellipses button to open the Stored Format Manager, where you can select an existing Format (Stored Format) or create a Stored Format. Stored Formats can be used over and over in numerous places.
- Click the Custom Format button to open the Custom Format window, where you can create a Custom Format to use only for this scenario. A Custom Format has many of the same properties as a Stored Format, only it does not have a name or description, and is not managed through the Stored Format Manager.
Select OK.