CRM

MRodrigues8
Teilnehmer/-in

Copy only numeric characters from one property to another via Workflow

lösung

 

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!

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Copy only numeric characters from one property to another via Workflow

lösung

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.

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1 Antwort
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Copy only numeric characters from one property to another via Workflow

lösung

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.