How can I use Custom Format Data to remove non consistent text

[KimRogers]

Not sure if this is even possible, but I’m trying to use Format Data in workflows to remove text from a Deal property

The problem I have is that the text I am trying to remove differs on each deal.

For example the deal name is “Joe Bloggs (TL) 01/01/23”.

The name convention is the contacts name followed by the initials of the Sales Representative, followed by the date the deal was closed.

I want to cut the section “(TL) 01/01/23” from the deal name, so keep the name of the contact but remove the initials and date.

Is there a way to do this with Format Data in workflows?

[karstenkoehler]

Hi @KimRogers,

You can cut the section using the custom mode in the format data action and the regex_replace fomula:

Best regards!

[KimRogers]

Thanks so much @karstenkoehler !