Removing multiple types of punctuation from a field
resolver
What is the best way to remove unnecessary punctuation from a field? For example, a job title might include the following characters; a comma, fwd slash, and an ampersand. We want to remove all 3 characters from the title to keep the data clean and syncing. Should I create a WF for each of the characters that I want to cut or is there a way to build one workflow to cut them all at once? Thanks!!
It sounds like you're using the Format data action in workflows for this, correct? (Operations Hub Professional is great.)
If you always want to check for and replace the same characters, I would simply chain Format data actions, using the Replace characters option:
By chaining I mean that you have a first action that replaces commas, followed by another action that replaces forward slashes, followed by another action...
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
It sounds like you're using the Format data action in workflows for this, correct? (Operations Hub Professional is great.)
If you always want to check for and replace the same characters, I would simply chain Format data actions, using the Replace characters option:
By chaining I mean that you have a first action that replaces commas, followed by another action that replaces forward slashes, followed by another action...
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer