Overview
Field transformations let you reformat data from your directory before it appears in email signatures without changing anything in your identity provider. This is useful when your directory stores data in a format that differs from how it should be displayed, such as unformatted phone numbers or names stored in last-first order.
Transformations apply to directory-synced data only. Values entered manually through custom compose fields are not affected.
What you can do
Phone number formatting
Input example | Output format |
|---|---|
|
|
|
|
|
|
Any format stored in AD |
|
Text formatting
Transformation | Input example | Output example |
|---|---|---|
Flip name order |
|
|
All uppercase |
|
|
All lowercase |
|
|
Remove specific characters |
|
|
Trim whitespace |
|
|
Two approaches
Transformations can be configured using either regex transforms or Liquid, depending on what you need.
Regex transforms
Regex transforms are configured in the Transforms panel under each field mapping. Steps run in sequence, with each step receiving the output of the previous one. Built-in keywords handle common operations without needing to write custom patterns:
formatPhone — normalizes digits into a standard phone format
flipNameComma — converts "Last, First" to "First Last"
toUpperCase / toLowerCase — changes case
trim — removes leading and trailing whitespace
space — inserts or matches a literal space
Liquid
Liquid is entered directly in the Source field and handles scenarios that regex transforms are not suited for — such as removing or replacing specific characters, conditional logic, fallback values when a field is empty, or custom string manipulation beyond what the built-in keywords support.
Which approach to use
Scenario | Use |
|---|---|
Phone number formatting (any common format) | Regex transforms — formatPhone |
Name order (Last, First → First Last) | Regex transforms — flipNameComma |
Case standardization | Regex transforms — toUpperCase / toLowerCase |
Trimming leading or trailing whitespace | Regex transforms — trim |
Removing or replacing specific characters | Liquid |
Conditional output or fallback values | Liquid |
Complex multi-step logic not covered by built-in keywords | Liquid |