Expressions allow you to have more control over the types of jigs you use when editing profiles, creating profiles from Virtual Cards, or even creating new ones. Expression Templates allow you to create a reusable template rather than typing out your Expressions each time.
Setup & Recommendations
- You can use Expressions from the Mass Edit/Jig dialog, the Create New Profile dialog, and when importing a CSV.
- You can test out your expressions inside Profile Builder by clicking Available Expressions near the bottom of the dialog. There is a test expression field that allows you to test the result of your expressions.
- The %% expression will allow you to write a percent symbol into a field as we use % for expressions. If you just type one % it will not show up.
- The %c[Length]% expression will allow you to insert a specified number of random characters into the field you are using. This is great for adding letter jigs before or after an address or for anywhere you want to use a set of random characters.
- The %c[Min-Max]% expression will allow you to insert a random number of characters between the specified range you have provided. This is great if you have a number of profiles and you want to vary the jig of letters before an address between 1 letter and 3 letters.
%c[Comma Separated Words]%:
- The %c[Comma Separated Words]% expression will allow you to insert a random word from a set you specify into a profile field.
%fname% and %lname%:
- The %fname% and %lname%: expressions will allow you to insert a random first name or last name into any field you specify. This is great for generating names of profiles or adding a name to an email address. Normally these expressions will generate a different name in each place on the billing but will become even more powerful when paired with the %var.[variable name]=[expression]% and %var.[variable name]% expressions as they allow you to use the same generated name in multiple fields such as a name and email field.
%ffname% and %mfname%
- The %ffname% and %mfname% expressions will allow you to insert a randomly generated first name that is commonly associated with its respective gender into any field you specify. Using the %ffname% expression will generate a randomly generated female first name, and using the %mfname% expression will generate a randomly generated male first name.
- The %n[Digits]% expression is used to specify a random number of digits to be generated in the field you specify. This is great for generating a random Phone Number for the digits that follow a specific area code or for unit numbers.
- The %n[Min]-[Max]% expression is used to specify a random number in between the min and max values you provide. This can be useful for setting a random unit number or for anywhere you want a random number within a specific range.
%n[Comma Separated Numbers]%:
- The %n[Comma Separated Numbers]% expression will allow you to insert a random number from the ones you specify in your profile field.
- The %n[Starting Number]++% expression allows you to insert a starting number that is increased by for each profile created. This is great for numbering your profiles when you are creating them or for use in other fields where you want the numbers to be used in succession.
%var.[variable name]=[expression]% and %var.[variablename]%:
- The %var.[variable name]=[expression]% and %var.[variablename]%: expressions are used in conjunction with one another and with other expressions. They allow you to bind the value of an expression to a variable using %var.[variable name]=[expression]%. Then later, you can reuse the result of that expression by using %var.[variablename]% in another field. This is great as instead of getting two separate values when you try to use %fname% in two places, you can instead do %var.name=fname% in the name column and then reuse that value by doing %var.name%
1. Navigate over to the Expression Templates section of Profile Builder in Profiles. This section has the book icon titled Expression Templates when you hover over it.
2. To create an Expression Template click the File button in the top-right, then click Create.
3. In the New Expression Template dialog click the box next to the field you wish to edit, and then input the Expression.
4. Once you have finished editing your template, you need to name it; simply input the name into the Template Name field. After you have named the template, click Save.
5. Your Expression Template will be saved and available for you. You can Import, Export, and Edit Expression Templates from the File and Edit buttons.