CRM

MRodrigues8
Participant

Copy only numeric characters from one property to another via Workflow

SOLVE

 

I have a property "A" of type Text Field that can receive text in two formats: either 14-digit numbers or 18-digit strings containing numbers, dots, dashes, and slashes.

 

perationally, I cannot change how this property is populated.

 

I need to create a new property "B" to copy the original value from property "A"if it consists only of numbers. However, if "A" contains additional characters like . - /, I need to extract and copy only the numeric characters to "B"

 

Can I achieve this through a Workflow, even if it requires some code? Any help would be greatly appreciated.

 

Thank you!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy only numeric characters from one property to another via Workflow

SOLVE

Hi @MRodrigues8,

 

This can be achieved via two means, custom coded workflow actions and the format data action workflows. Both require Operations Hub Professional or Enterprise and the latter (format data) is easier to use, so that's the one I'd recommend.

 

https://knowledge.hubspot.com/workflows/format-your-data-with-workflows

 

Within format data, you can select Custom mode and either type a replace formula or use regex to do so:

 

Sample input

 

karstenkoehler_0-1739338242933.png

 

Formula and output

 

karstenkoehler_1-1739338259263.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy only numeric characters from one property to another via Workflow

SOLVE

Hi @MRodrigues8,

 

This can be achieved via two means, custom coded workflow actions and the format data action workflows. Both require Operations Hub Professional or Enterprise and the latter (format data) is easier to use, so that's the one I'd recommend.

 

https://knowledge.hubspot.com/workflows/format-your-data-with-workflows

 

Within format data, you can select Custom mode and either type a replace formula or use regex to do so:

 

Sample input

 

karstenkoehler_0-1739338242933.png

 

Formula and output

 

karstenkoehler_1-1739338259263.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.