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Field Types Reference

Processors support five field types. Each type determines how values are stored, displayed during review, and evaluated in logic block expressions.

Type Summary

Section titled “Type Summary”
Type Storage Format Review Input Expression Behavior
text UTF-8 string Free text input String comparison (=, !=)
number Floating-point number Numeric input Arithmetic and comparison
money Floating-point number Numeric input with currency formatting Arithmetic and comparison (same as number)
date Unix timestamp (milliseconds) Date picker Comparison operators for before/after checks
boolean true / false Toggle switch Direct use in logical expressions

Text

Section titled “Text”
  • Storage: Plain string.
  • Review UI: Free text input, or a dropdown if controlled values are configured.
  • Expressions: Compare with = and !=. Check for empty values with $field != "".
  • Use cases: Names, identifiers, descriptions, codes (e.g. vendor_name, invoice_number).

Number

Section titled “Number”
  • Storage: Floating-point number.
  • Review UI: Numeric input field.
  • Expressions: Full arithmetic (+, -, *, /) and comparison (>, <, =, >=, <=, !=). Compatible with math functions like abs(), round(), floor(), ceil(), sqrt().
  • Use cases: Quantities, rates, percentages (e.g. line_item_count, tax_rate).

Money

Section titled “Money”
  • Storage: Floating-point number (same as number internally).
  • Review UI: Numeric input with currency formatting for display.
  • Expressions: Behaves identically to number in expressions — full arithmetic and comparison support.
  • Use cases: Dollar amounts, totals, charges (e.g. total_amount, shipping_charge).

Date

Section titled “Date”
  • Storage: Unix timestamp in milliseconds.
  • Review UI: Date picker component.
  • Expressions: Use comparison operators to check date ordering. Dates in expressions are represented as timestamp numbers. Example: $invoice_date > 1719806400000 (checks if the date is after July 1, 2024).
  • Use cases: Transaction dates, due dates, service periods (e.g. invoice_date, service_date).

Boolean

Section titled “Boolean”
  • Storage: true or false.
  • Review UI: Toggle switch.
  • Expressions: Can be used directly in logical expressions: $is_taxable and $total_amount > 0.
  • Use cases: Flags and toggles (e.g. is_taxable, has_signature).

Primary Date Flag

Section titled “Primary Date Flag”

One date field per processor can be marked as the primary date. This field is used for:

  • Sorting documents by date in the job detail view.
  • Date-based filtering in reports.

To set it, toggle the Primary Date option on a date-type field in the processor editor.