Automation

Text Formatter Action

Text Formatter Action Text Formatter Action Summary: Quickly fix the text format of any field with this action. Data comes in many forms, sometimes in numbers, sometimes in checkboxes that your customers selected, and so

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Text Formatter Action

Summary:

Quickly fix the text format of any field with this action.

Data comes in many forms, sometimes in numbers, sometimes in checkboxes that your customers selected, and sometimes that data is weirdly formatted text. Luckily you have an awesome tool at your disposal. 

The “Text Formatter” Action lets you grab text from any field and change it to match your needs. There are a few options to cover, so let's start by clicking the "+" sign to add the action. You can look it up by scrolling down to internal tools or looking for it in the search bar.

Text Formatter Action – figure 1

Action Type

After clicking on it, you'll need to select the Action type, which determines how the text will be formatted. The available actions include:

Case Types

These change the way the text case shows. It consists of 4 options that, once selected, give you a small example of how the text will look.

  1. Upper Case: Converts all characters in the text to uppercase
  2. Lower Case: Converts all characters in the text to lowercase.
  3. Title Case: This capitalizes the first letter of each word.
  4. Capitalize: This capitalizes the first letter of the text.

Text Formatter Action – figure 2

Substitution Types

Substitution tools allow you to replace, supplement, or clean up text fields. They include:

  • Default Value: If the text you added is empty it returns it to the value you set as default. 

Text Formatter Action – figure 3

  • Replace Text: Replaces occurrences of specified text with a new value. 

Text Formatter Action – figure 4

  • Remove HTML Tags: Strips HTML tags from the text converting them into plain text.

Text Formatter Action – figure 5

Length Reduction Types

Length reduction options help you manage text size to fit specific limits or display requirements.

  • Trim: Shortens the text to a specified length, this can remove characters from the beginning or replace the text after a certain point with ellipses.

Text Formatter Action – figure 6

  • Trim Whitespaces: Remove whitespace from the beginning and end of text. 

Text Formatter Action – figure 7

  • Split: Splits the text into multiple segments based on a specified delimiter, the segment you select will be the new text in the field. 

Text Formatter Action – figure 8

Length Counting Types

Length counting tools provide metrics for text, helping you understand its structure and use it effectively.

  • Word Count: Provides the count of words in the text.

Text Formatter Action – figure 9

  • Length: Provides the character count of the text.

Text Formatter Action – figure 10

Information Retrievers Types

These features help you retrieve specific details from your text fields.

  • Find: Locates the first occurrence of a specific text pattern within the text and returns its position. 

Text Formatter Action – figure 11

  • Extract Email: Retrieves the first email address from the text.

Text Formatter Action – figure 12

  • Extract URL: Retrieves the first URL from the text.

Text Formatter Action – figure 13

The Text Formatter Action is a great feature for transforming raw data into actionable information. Whether reformatting text, counting words, or extracting critical details, this feature simplifies your workflows and enhances your data handling capabilities.

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