This guide will walk you through the steps to use Inline Transform directly within your sheet.
Inline Transform allows you to prompt the Transform agent directly within your sheet.
After you’ve completed mapping, you’ll land in your workbook and see any validation errors highlighted in red. Inline Transform helps you resolve errors right where you see them.
Note: Transform—including Inline Transform—is an add-on to the Flatfile Projects product. There may be an additional cost to enable it on your account. Reach out to success@flatfile.com if you’re interested in learning more.
This feature is not currently available on the CA regional server.
Click on the three-dot icon next to the column name you want to edit.
Click on Transform to open the inline prompting window.
Type the changes you want to make to the data in the selected field and click Preview. Example prompt: “Infer missing @Last Name using the @Employee Name column.”
Review the proposed changes. The original values appear in red and the transformed values appear in green. This preview helps you make sure the changes are exactly what you want before applying them to your dataset.
If you want to modify the prompt after previewing the changes, click Edit.
Click Transform to apply all changes.
Inline Transform is ideal for fixing formatting issues, normalizing data, and inferring missing values from existing data in other fields. It isn’t intended for:
Creating new columns/fields
Affecting data in multiple fields at once
Why don’t I see this in my workbook?
Inline Transform must be enabled in your account in order to see these options. Depending on your Flatfile contract, there may be an additional charge to access Transform features. Reach out to success@flatfile.com if you’re interested in using Inline Transform but do not see this in your account.
Will any changes be applied without approval?
No, Inline Transform requires the user to preview and approve every change made by the agent before it’s applied.
What if I need to undo a change?
Click the History icon in the top-right to see all previous versions of your workbook. You can revert to a prior version at any time.
What if I need help?
We have a full guide to using all Transform features available for download here. If you’re still stuck or have questions, reach out to our team at support@flatfile.com.