Checking for - or ' in a name field

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1

Has any one out there used a custom coded workflow to check for an - or ’ in their first name, and to capitalise the first letter proceeding the - or '.

We’ve used the native data format action in a workflow to change all first names and last names to title case. But that’s caused issues for the names that contain an - or '.

We can’t find anything online to help troubleshoot this. Would be amazing if this use case was added to the Programmable Automation Use Cases ppage.

2

Hi @DSwanich8 ,

I think the following code could work:

exports.main = async (event, callback) => {
 // Pass firstname as a property to include in the code
 let firstname = event.inputFields['firstname'];

 // This will turn Lily-mae in Lily-Mae
 if (firstname.includes('-')) {
	const parts = firstname.split('-')
 const firstPart = parts[0]
 let secondPart = parts[1]
 secondPart = secondPart.charAt(0).toUpperCase() + secondPart.slice(1);

 firstname = firstPart + secondPart
 } 

 // This will turn O'neil into O'Neil
 if (firstname.includes("'")) {
 const parts = firstname.split("'")
 const firstPart = parts[0]
 let secondPart = parts[1]
 secondPart = secondPart.charAt(0).toUpperCase() + secondPart.slice(1);

 firstname = firstPart + secondPart
 }

 // Define firstname as an output at the bottom to be able to use the 'copy to property action and save the firstname'
 callback({
 outputFields: {
 firstname: firstname,
 }
 });
}

If you set ‘firstname’ as an output, you can use the copy to property action to store the firstname for this contact. I did not test this tho, so let me know if you run into any issues.

3

Hi Teun,

I’ve been looking for a solution like this. I do have a question relating to it.

What would you do for last name suffixes? For example, “Johnson II”

If they were a junior (Jr) or senior (Sr), that can be changed with your previous code.

Thanks!