Rule type Regular Expression
Use this rule type to extract a value from a transaction field according to a regular expression. If the regular expression rule is used for a checkbox field, the checkbox field is checked if a match can be found. For example, let’s say you want to mark all transactions with the word ‘GIFT' in the payment reference. First, you create a ‘Has Gift’ checkbox custom field on Transaction, and then, using the Regular Expression rule type, create a rule with regular expression ‘GIFT’.
Remember to always validate your regex in a sandbox or test environment before applying to a production org.
Regular Expression setup
| Setting | Description |
|---|---|
| Input Field | Field from which a value is extracted using a regular expression. |
| Regular Expression | A regular expression is a string that is used to match another string using a specific syntax. For further information, please refer to Oracle documentation. A nice tool and playground is RegExr. |
| Multi-Value? | If checked, all matched patterns are returned comma separated. If the total string is longer than fits in the Results field, only what fits is stored. |
| Capturing Group | FinDock uses the REgEx outcome of the defined capturing group to store on the Transaction field. See this Salesforce developer doc |
| Example Input | Example text for the regular expression and capturing group. This is for testing and verifying that the regular expression behaves as expected. |
| Capturing Groups | All the resulting capturing groups given the specified regular expression and example input. |
| Result | The result given the calculated capturing groups and the specified capturing group. |
Stricter regex patterns help ensure long-term data integrity in your Guided Matching setup.