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Transform data: make fields and calculate

6 steps± 4 minVideoVerified 22 Oct 2026
  1. Step 1 · Open Flow and create a workflow
  2. Step 2 · Give the trigger an order
  3. Step 3 · Make the fields
  4. Step 4 · Put the steps in one line and save
  5. Step 5 · Run and look at the step's output
  6. Step 6 · Clean up text with a calculation

Transform data puts new fields into the workflow's data: text with {{field}} in it, or a calculation that starts with =. You use it to get data into the shape the next step or the caller expects: compose a description, calculate VAT, rename a field.

Watch the whole guide as a video6 steps in one film
Step 1 / 6

Open Flow and create a workflow

In the portal, under Environments, click Development and there Open; Flow opens in a new tab. There, click ＋ next to General, choose New workflow and give it a name. A new workflow starts with an Event trigger: the point where it begins.

  1. Click Development
Open Flow and create a workflow · Click Development
  1. Click Open ↗
Open Flow and create a workflow · Click Open ↗
  1. Click Add to General
Open Flow and create a workflow · Click Add to General
  1. Click New workflow
Open Flow and create a workflow · Click New workflow
  1. In Workflow name, type Guide · invoice line
Open Flow and create a workflow · In Workflow name, type Guide · invoice line
Step 2 / 6

Give the trigger an order

Put a customer, an amount without VAT, and the sender and attachments of the e-mail the order came in with under Sample data (Code).

  1. Click the step ‘Event trigger’
Give the trigger an order · Click the step ‘Event trigger’
  1. Click Code
Give the trigger an order · Click Code
  1. In the sample data, type `{
Give the trigger an order · In the sample data, type `{; ; ; ; ; ; ; ;
Step 3 / 6

Make the fields

Add Transform data and remove the two example fields. Type a name under New field and press Enter; then fill in the value. Text with {{customer}} takes over the customer. A value that starts with = is a calculation: = round(amount * 1.21, 2) calculates the amount with 21% VAT, rounded to cents.

  1. Click Add node
Make the fields · Click Add node
  1. Click Transform data
Make the fields · Click Transform data
  1. In Name, type Invoice line
Make the fields · In Name, type Invoice line
  1. Click Remove field
Make the fields · Click Remove field
  1. Click Remove field
Make the fields · Click Remove field
  1. In New field, type description
  2. In description, type Order from {{customer}}
  3. In New field, type vat
  4. In vat, type = round(amount * 0.21, 2)
  5. In New field, type total
  6. In total, type = round(amount * 1.21, 2)
Make the fields · In New field, type description; In description, type Order from {{customer}}; In New field, type vat; In vat, type = round(amount * 0.21, 2); In New field, type total; In total, type = round(amount * 1.21, 2)
  1. Click the dot of ‘Event trigger’
Make the fields · Click the dot of ‘Event trigger’
  1. Click the dot of ‘Invoice line’
Make the fields · Click the dot of ‘Invoice line’
Step 4 / 6

Put the steps in one line and save

Select the steps (click the first, and the others while holding Shift) and click Align horizontally: they then stand in one line and you read the workflow from left to right; a branch (such as No of an If / Else) gets its own row below. Fit to view puts everything in sight; then Save.

  1. Click ‘Event trigger’
Put the steps in one line and save · Click ‘Event trigger’
  1. Click ‘Invoice line’ while holding Shift
Put the steps in one line and save · Click ‘Invoice line’ while holding Shift
  1. Click Align horizontally
Put the steps in one line and save · Click Align horizontally
  1. Click Fit to view
Put the steps in one line and save · Click Fit to view
  1. Click Save
Put the steps in one line and save · Click Save
Step 5 / 6

Run and look at the step's output

After Run, the bottom shows what the workflow had at the end. To know what one step produced, click the step and choose the Output tab: there is the data exactly as it was after that step.

  1. Click Run
Run and look at the step's output · Click Run
Run and look at the step's output · Status: Completed.
Run and look at the step's output · total: 145.2 (120 plus 21% VAT).
  1. Click the step ‘Invoice line’
Run and look at the step's output · Click the step ‘Invoice line’
  1. Click Output
Run and look at the step's output · Click Output
Run and look at the step's output · The output of Invoice line: description, VAT and total.
Step 6 / 6

Clean up text with a calculation

Calculations work with text too. Click Invoice line again and add two fields: = domain(sender) takes the domain from an e-mail address, in lower case (handy to look up a supplier or customer), and = ', '.join(attachments) turns a list into one line of text. These work as well: = sender.lower(), = trim(text), = text.replace('old', 'new') and = [a.upper() for a in attachments]. Fixed clean-ups belong in a calculation, not in an AI step: it is faster, free and always the same.

  1. Click the step ‘Invoice line’
Clean up text with a calculation · Click the step ‘Invoice line’
  1. Click Parameters
Clean up text with a calculation · Click Parameters
  1. In New field, type domain
  2. In domain, type = domain(sender)
  3. In New field, type attachment_list
  4. In attachment_list, type = ', '.join(attachments)
Clean up text with a calculation · In New field, type domain; In domain, type = domain(sender); In New field, type attachment_list; In attachment_list, type = ', '.join(attachments)
  1. Click Save
Clean up text with a calculation · Click Save
  1. Click Run
Clean up text with a calculation · Click Run
Clean up text with a calculation · domain: bakkerij-jansen.nl — from the address, in lower case.
Clean up text with a calculation · attachment_list: bestelling.pdf, voorwaarden.pdf.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).