The transform node reshapes data produced by upstream nodes. Choose a mode to match your use case: convert data to a standard format, map fields into a new structure, or write a custom script.Documentation Index
Fetch the complete documentation index at: https://docs.docpipe.ai/llms.txt
Use this file to discover all available pages before exploring further.
When to use transform
- You need the output in a specific format: CSV for a data warehouse, Excel for a finance team, XML for a legacy integration. Use Format mode.
- The downstream system expects a different field shape than extract produced. Use Schema transform mode to remap names and nesting.
- You need to compute derived values (totals, normalized currencies, days overdue) that shouldn’t have come from the AI. Use Script mode to do the math deterministically.
- Skip transform when the extract output already matches the downstream schema. A pass-through transform adds runtime without value.
Mode
Select the top-level Mode to switch between transform behaviors:| Mode | Description |
|---|---|
| Format | Convert data to CSV, JSON, XML, or Excel |
| Schema transform | Map input fields to a new output structure using field mapping and template expressions |
| Script | Write a custom script to transform data |
Configuration
Format mode
| Field | Type | Required | Description |
|---|---|---|---|
| Output format | select | Yes | Target format: CSV, JSON, XML, or Excel |
| JSON path | string | No | JSONPath expression to select a subset of the input data |
| Delimiter | string | No | Column delimiter for CSV output. Defaults to , |
| Include headers | boolean | No | Include column headers in CSV output. Defaults to true |
| Pretty print | boolean | No | Format JSON/XML output with indentation. Defaults to false |
| Sheet name | string | No | Worksheet name for Excel output |
| Root element | string | No | Root element name for XML output |
Schema transform mode
| Field | Type | Required | Description |
|---|---|---|---|
| Field mappings | mapping editor | Yes | Define output fields by mapping input field paths to output keys |
> as the separator for nested field paths. For example, invoice > total refers to the total property inside the invoice object. The editor validates field references against the upstream node’s output schema and provides autocomplete suggestions as you type.
You can use template expressions inside mapping values to concatenate fields, apply transformations, or insert literal text.
Script mode
| Field | Type | Required | Description |
|---|---|---|---|
| Script | code editor | Yes | The script to execute. Reference upstream nodes by name, e.g. extract.payload.field |
{{nodeName}} in templates (success, payload, metadata, error). Return a value from the script to pass it to the next node.
Inputs and outputs
Allowed inputs: Extract, review, route, merge. Output: Data converted, mapped, or transformed according to the configured mode.Related
Extract action
Extract structured data before transforming
Callback output
Deliver transformed data via webhook
Email output
Send transformed data via email
Review action
Review data before transforming