Last updated July 2, 2019
Learn how to use extractions to automate data display throughout the application
An extraction is a piece of information that is ‘extracted’ out of an order form to be used elsewhere in the app. Extractions are created ad-hoc by your Customer Service Representative but you will see two extraction types out-of-the-box in your Order Type Configurator:
Within a field, click ‘+ Add Extraction’ to designate a form field as the extraction.
This piece of information will be used as your primary order identifier throughout the app:
Order Overview Identifer
Task Card Order Identifier
Order Table Column
Notification Rules
Key into a message Subject or Body %order_user_defined_id% in order to include this order id in your notifications. See Notification Keys
This piece of information will be used as your requested date throughout the application and can be used to automate a due date setting:
Order Overview Requested Date
Order Table Column
Notification Rules
Key into a message Subject or Body %order_need_date% in order to include this date in your notifications. See Notification Keys
