These rules allow you to normalize or standardize your data based on a specific criteria.  Transform Rules can be applied in the Brushr module, as well as within matching models for use within Trimmr, but the rule itself can be managed in Supervisr module.



To Create a new rule, press the ADD RULE button. This will open the Rule Dialogue window, which consists of 3 sections.



  • The left hand-side of the screen allows users to specify a rule name and description and add fields to be used in a rule.
  • AI Assistant will build and design rules for your exact scenario. Prompt AI Assistant with business requirements and receive ready to use Transform rules.
  • The Rules Designer section contains a list of optional blocks on the left that can be dragged into the designer work area on the right to build rules.
  • The Rule Preview window below displays the results of the rule with sample data.


TIP: Any changes to the rule can be immediately observed in the Preview area. A flag next to the Rule Preview label will automatically display the validity of the current rule.


The following blocks are available in the Rules Designer:


  • Format
    • Format phone number (E164, International, National or RFC3966).  Automatically detects Country based on a record
    • Format country (Full Name, Abbreviate to 2 letters or 3 letters) 
    • Format state (Full Name or Abbreviate to 2 letters).  Automatically detects Country based on a record
    • Format special (ZIP Code, Social Security Number, Employee Identification Number, Credit Card Number)
    • Format URL (Strip protocol, change to HTTP or HTTPS, strip www, strip trailing slash, strip hash)
  • Text
    • Change case to (UPPERCASE, lowercase and Proper Case)
    • Find "TEXT" and replace with "TEXT"
    • Create text - can be used to concatenate multiple values into one
  • Logic
    • If/Else Do
    • Compare values (equals, not equal to, less than, greater than, less or equal, greater or equal, contains, does not contain, starts with, ends with)
    • And/Or
    • Is empty
    • Not
  • Values
    • Text
    • Boolean (True/False)
    • Empty
    • Number
    • Now - returns current date and time
    • regex - When used with Find and Replace, the regex rule can be used to create custom logic that extracts character strings from texts and many other possibilities.

In this example, a Find and Replace rule combined with a Regex Rule is able to extract extensions from a phone number

  • Fields
    • Set field value to - assigns a value to the field the rule is applied to
    • Field value - returns a value of the field the rule is applied to
    • Specified field value - returns a value of the selected field
  • Math
    • Add
    • Subtract
    • Multiply
    • Divide
    • Round up or down to the nearest whole number
  • Date
    • Add or subtract specified amount of time to date field


Note: In the preview panel transformation is applied only to specific fields, you may use fields toggles to select which fields should be enabled for preview of before and after values.



Tip: To activate transform rule, associate it to a field in a dataset. Learn more:
Transform Rule: Associate to a field in a dataset


Press SAVE to create the rule or Cancel to exit without saving.