Case sensitivity in workflows

Marketing & Content Hub Tips, Tricks & Best Practices
1

I am creating a workflow. If the filter is set to match “primary care RAP physician”, but the object record is “Primary Care RAP Physician” does capitalization matter? Thanks

2

Hi @EKaufman0

When you say “the filter” what filtering for and with what criteria “contains”, “contains exactly”, etc. Depending on the property field type you are filtering by the filter options change.

To the best of my knowledge filters aren’t case sensitive. You can easily double-check this by using the “test feature” in the workflow.

I hope that helps.

Frank

3

Hello @EKaufman0, I hope you are doing well.

I would like to kindly request that you share the workflow image with me, where I can see the configuration and confirm the filter you are using. I would like to test it in my account to determine if the capitalization matters or not. :blush:

Thank you in advance,

Diana

4

It does look case sensitive indeed. Which is quite unexpected and - I find - not practical. Proof enclosed (cc top right-hand corner red cross meaning that the branch wasn’t run).

Is there any workarounf or do we have to manually add all cases?

Screenshot 2024-09-05 at 17.25.30.png
Screenshot 2024-09-05 at 17.25.30.png1372×1020 189 KB

5

Hi @julesup

It might be time for me to finish work but that attached screenshot shows that the checks are not case sensitive.

Whatever property you are checking has the value = Dirigeante and meets the check for value = dirigeante, which is proof the check isn’t case sensitive, or am I missing something?

Frank

6

Hello @franksteiner79 !
The screenshots illustrates why a Contact didn’t follow that branch. In the top right-hand corner, there’s a (small) red cross that indicates this branch wasn’t pick.
The value of the property is “Dirigeante”, and the filtering is done on dirigeante. That is what’s leading me to believe that the filtering is case-sensitive.
The yellow highlight is done with my Chrome browser Ctrl+F on the word “dirigeante”.

7

I see, you are checking for TWO things:

  • the first check matches “Dirigeante”
  • the second check is for a number of things that do not include “Dirigeante” or “dirigeante”

So the reason it is not matching has nothing to do with being case sensitive but simply with not being able to match.

Actually, looking at these filters makes me think they do not make sense.

Why are you checking for two different values in the same property “job title” and combine them with an AND condition?

I feel like I am missing something. :thinking:

Frank