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Version: 9.0

Tokens

Tokens are parameters or variables that act as containers for data. There are three categories of Tokens available: System, Data, and User Defined. Tokens can be used across different contexts in the application.

Types of Tokens

System Tokens: Standard tokens provided by the system.

Data Tokens: Tokens automatically generated from the rows/columns within a dataset and used to reference values from the data.

User Defined Tokens: Tokens created by you in text, numeric, or date format.

Tokens Suggestion Box

The suggestion box is a guide to show which tokens are available. It can be accessed by typing two curly brackets {{ into the text field where you want to use a token. The tokens that are available for that specific context will be shown on the corresponding drop-down list.

From this box you can also access the Tokens Management Modal by clicking on Add/Manage Tokens

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Token Management

This view will show the available data and user defined tokens, grouped into two corresponding tabs. Each token can be given a name, a value, an alias for easy reference, and a description. The User Defined tab is where you can create and manage your own tokens.

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In the Data tab, you’ll find automatically generated tokens for each column in your connected datasets. You can add aliases to any or all of these columns as needed.

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System Tokens

System tokens cannot be edited and are available throughout your application with self-explanatory names. The list of supported system tokens is as follows:

  • {{CURRENT_DATE}}
  • {{CURRENT_TIME}}
  • {{CURRENT_TIMEZONE}}
  • {{CURRENT_MONTH}}
  • {{CURRENT_MONTH_NAME}}
  • {{CURRENT_MONTH_START}}
  • {{CURRENT_MONTH_END}}
  • {{LAST_MONTH}}
  • {{LAST_MONTH_NAME}}
  • {{LAST_MONTH_START}}
  • {{LAST_MONTH_END}}
  • {{CURRENT_WEEK}}
  • {{CURRENT_WEEK_START}}
  • {{CURRENT_WEEK_END}}
  • {{LAST_WEEK}}
  • {{LAST_WEEK_START}}
  • {{LAST_WEEK_END}}
  • {{CURRENT_QUARTER}}
  • {{CURRENT_QUARTER_START}}
  • {{CURRENT_QUARTER_END}}
  • {{LAST_QUARTER}}
  • {{LAST_QUARTER_START}}
  • {{LAST_QUARTER_END}}
  • {{CURRENT_YEAR}}
  • {{CURRENT_YEAR_START}}
  • {{LAST_YEAR}}
  • {{LAST_YEAR_START}}
  • {{LAST_YEAR_END}}
  • {{CURRENT_DAY}} — The day of the week (e.g., Tuesday)
  • {{CURRENT_DAY_OF_WEEK}}
  • {{CURRENT_DAY_OF_YEAR}}
  • {{NOW}} — The exact time, in mm/dd/yyyy hh:mm:ss format
  • {{TODAY}} — today's date , in mm/dd/yyyy format
  • {{TODAY-7}}
  • {{TODAY-30}}
  • {{TODAY-60}}
  • {{TODAY-90}}
  • {{TODAY-120}}
  • {{TODAY-365}}
  • {{YESTERDAY}}
  • {{TOMORROW}}