Help Centre › Building Processes
Search for a keyword in statement transaction descriptions.
Add it to a process
In the process designer, open the Add step tab. Find Search in statement transactions under Document Processing › Statement, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Key | Yes | Comma-separated search terms |
| Variable | Yes | Name of the variable where the result will be stored |
| Case | No | Case-insensitive search (default false) Default: off. |
What it gives back
{variable}
See all Document Processing steps.