# \#format-data-actions **URL:** https://community.hubspot.com/tag/format-data-actions/3263.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [External HubSpot form: localized consent language and DACH DOI handling across Umbraco pages](https://community.hubspot.com/t/external-hubspot-form-localized-consent-language-and-dach-doi-handling-across-umbraco-pages/157328)
**Author:** [@SyN-Thmn](https://community.hubspot.com/u/SyN-Thmn)\ **Replies:** 2\ **Last updated:** [September 1, 2026, 3:57pm UTC](https://community.hubspot.com/t/external-hubspot-form-localized-consent-language-and-dach-doi-handling-across-umbraco-pages/157328 "2026-09-01T15:57:15Z")
We are embedding a HubSpot consent form on external Umbraco pages. Our setup: - 8 brand websites + one global website, 19 lo… --- ## [How can I lazy load a modal form for better page performance in HubSpot?](https://community.hubspot.com/t/how-can-i-lazy-load-a-modal-form-for-better-page-performance-in-hubspot/154378)
**Author:** [@arjunkhankriyal](https://community.hubspot.com/u/arjunkhankriyal)\ **Replies:** 2\ **Last updated:** [July 28, 2026, 9:57am UTC](https://community.hubspot.com/t/how-can-i-lazy-load-a-modal-form-for-better-page-performance-in-hubspot/154378 "2026-07-28T09:57:34Z")
Hi all, I have a custom module with a “Book a Meeting” modal that contains a HubSpot form. The modal is hidden by default (d… --- ## [Using HS for Project and Time Tracking](https://community.hubspot.com/t/using-hs-for-project-and-time-tracking/81731)
**Author:** [@ESchulte](https://community.hubspot.com/u/ESchulte)\ **Replies:** 2\ **Last updated:** [April 10, 2026, 3:58am UTC](https://community.hubspot.com/t/using-hs-for-project-and-time-tracking/81731 "2026-04-10T03:58:23Z")
Hi, We are looking at a product called ProjectWorks to integrate with HS. We manage multi-stepped projects that sometimes easily span over a year. We will incrementally as we hit benchmarks. Is it possible to engineer … --- ## [Data Enrichment - Enrichment Property Details in Settings](https://community.hubspot.com/t/data-enrichment-enrichment-property-details-in-settings/140619)
**Author:** [@karaujo](https://community.hubspot.com/u/karaujo)\ **Replies:** 3\ **Last updated:** [March 18, 2026, 7:27pm UTC](https://community.hubspot.com/t/data-enrichment-enrichment-property-details-in-settings/140619 "2026-03-18T19:27:28Z")
Not sure if this is something on the roadmap… Why are the options for what properties to enrich only available from a contact record and not a global setting? Some background… If you enrich multiple contact and/or com… --- ## [Handle title casing company names without breaking acronyms?](https://community.hubspot.com/t/handle-title-casing-company-names-without-breaking-acronyms/144840)
**Author:** [@Alexander-tmp](https://community.hubspot.com/u/Alexander-tmp)\ **Replies:** 2\ **Last updated:** [January 15, 2026, 1:43pm UTC](https://community.hubspot.com/t/handle-title-casing-company-names-without-breaking-acronyms/144840 "2026-01-15T13:43:36Z")
I’m looking for advice on a CRM automation challenge I’ve run into around company name formatting. We create company records from multiple sources — integrations, imports, and manual entry — so keeping organisation name… --- ## [Ticket summary in a property](https://community.hubspot.com/t/ticket-summary-in-a-property/144917)
**Author:** [@EVatsev](https://community.hubspot.com/u/EVatsev)\ **Replies:** 2\ **Last updated:** [January 14, 2026, 2:57pm UTC](https://community.hubspot.com/t/ticket-summary-in-a-property/144917 "2026-01-14T14:57:51Z")
Hi, We are trying to use Breeze to generate ticket summaries. From reading : Use Breeze to summarize data in workflows it appears the summary is generated as a card, but we want to have it in a property. The reason beh… --- ## [Why does exported data show as gibberish in HubSpot Excel files?](https://community.hubspot.com/t/why-does-exported-data-show-as-gibberish-in-hubspot-excel-files/144624)
**Author:** [@LPhillips0](https://community.hubspot.com/u/LPhillips0)\ **Replies:** 3\ **Last updated:** [January 13, 2026, 5:30pm UTC](https://community.hubspot.com/t/why-does-exported-data-show-as-gibberish-in-hubspot-excel-files/144624 "2026-01-13T17:30:01Z")
The data in Hubspot displays correctly as it’s usually copied and pasted in. However when we download the data out of Hubspot the text is then corupted and appears as gibberish. Downloaded Excel file - University of Tü… --- ## [Assistance with Custom Formula (to Aggregate Data)](https://community.hubspot.com/t/assistance-with-custom-formula-to-aggregate-data/140536)
**Author:** [@JGrayson6](https://community.hubspot.com/u/JGrayson6)\ **Replies:** 7\ **Last updated:** [October 6, 2025, 6:47pm UTC](https://community.hubspot.com/t/assistance-with-custom-formula-to-aggregate-data/140536 "2025-10-06T18:47:22Z")
Hello, Can someone assist me with a formula? Within custom reports, I’m trying to aggregate 3 role types into 1. If, in the report, a contact is identified as a teahcer PK-5, teacher 6-12, or teacher on special assignme… --- ## [Updating imported customer records](https://community.hubspot.com/t/updating-imported-customer-records/140441)
**Author:** [@GTrosper](https://community.hubspot.com/u/GTrosper)\ **Replies:** 1\ **Last updated:** [October 2, 2025, 11:14am UTC](https://community.hubspot.com/t/updating-imported-customer-records/140441 "2025-10-02T11:14:26Z")
Hello! I am new to Hubsport and this community! Looking for help to solve an import issue I want to change. I imported customer records and created custom segments ( Primary and Seconday ). I now recoginize these are not… --- ## [Time since company was created in Hubspot](https://community.hubspot.com/t/time-since-company-was-created-in-hubspot/140175)
**Author:** [@NSS15](https://community.hubspot.com/u/NSS15)\ **Replies:** 1\ **Last updated:** [September 26, 2025, 3:43pm UTC](https://community.hubspot.com/t/time-since-company-was-created-in-hubspot/140175 "2025-09-26T15:43:08Z")
I need a custom calculation for a created property that would show the number of years since each company was created in our Hubspot. It needs to always be through “today’s date” so it continues to update and add time da… --- ## [How to automatically update a Company Property date every 12 months](https://community.hubspot.com/t/how-to-automatically-update-a-company-property-date-every-12-months/136334)
**Author:** [@MattDubs](https://community.hubspot.com/u/MattDubs)\ **Replies:** 2\ **Last updated:** [July 16, 2025, 12:22pm UTC](https://community.hubspot.com/t/how-to-automatically-update-a-company-property-date-every-12-months/136334 "2025-07-16T12:22:46Z")
Is it possible to set up a Company Property which is a date that automatically updates every 12 months so long as the company has a Deal in a certain stage or otherwise a Company Property equal to a certain value? With … --- ## [Custom code / Format Data - split full name property](https://community.hubspot.com/t/custom-code-format-data-split-full-name-property/72665)
**Author:** [@ShlomiGani](https://community.hubspot.com/u/ShlomiGani)\ **Replies:** 11\ **Last updated:** [June 2, 2025, 10:07pm UTC](https://community.hubspot.com/t/custom-code-format-data-split-full-name-property/72665 "2025-06-02T22:07:02Z")
Hi everyone, Unfortunately I didn’t find any split command in the format data option. We do pay for OPS enterprise and I would like to keep this action in house instead of exporting it to Make.com / Zapier. Has anyone… --- ## [Calculated fields return null values](https://community.hubspot.com/t/calculated-fields-return-null-values/129401)
**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\ **Replies:** 11\ **Last updated:** [April 7, 2025, 7:10pm UTC](https://community.hubspot.com/t/calculated-fields-return-null-values/129401 "2025-04-07T19:10:50Z")
I am trying to use a calculated field, but if one of the values is empty in the calculation, then it returns a null value. (\[properties.imported\_total\] + \[properties.total\_donations\]) There has to be an easy way to fix… --- ## [How to automate location formatting issues](https://community.hubspot.com/t/how-to-automate-location-formatting-issues/127031)
**Author:** [@OJ\_ONT](https://community.hubspot.com/u/OJ_ONT)\ **Replies:** 2\ **Last updated:** [February 27, 2025, 9:28pm UTC](https://community.hubspot.com/t/how-to-automate-location-formatting-issues/127031 "2025-02-27T21:28:38Z")
We have over 134,000 suggestions for correcting address information. That’s never going to be a manual task, how can I automate it? --- ## [Help with Calculated Property for YoY Comparisons](https://community.hubspot.com/t/help-with-calculated-property-for-yoy-comparisons/126772)
**Author:** [@Matt-B](https://community.hubspot.com/u/Matt-B)\ **Replies:** 4\ **Last updated:** [February 26, 2025, 10:31pm UTC](https://community.hubspot.com/t/help-with-calculated-property-for-yoy-comparisons/126772 "2025-02-26T22:31:00Z")
Hey everyone, I’m trying to set up a calculated property in HubSpot and running into some trouble. I have a calculated property called “Time Since Deal Close”, which uses the “time between” calculation type to output v… --- ## [Schedule a meeting without sending the contact an email?](https://community.hubspot.com/t/schedule-a-meeting-without-sending-the-contact-an-email/105097)
**Author:** [@NQuateman](https://community.hubspot.com/u/NQuateman)\ **Replies:** 11\ **Last updated:** [January 16, 2025, 4:47pm UTC](https://community.hubspot.com/t/schedule-a-meeting-without-sending-the-contact-an-email/105097 "2025-01-16T16:47:37Z")
Is it possible in Hubspot to schedule a meeting with a specific contact, but not have an initial email or any follow up emails go to that contact? I know it sounds a bit strange, but I have various circumstances where I’… --- ## [Format Date and Time: Daylight Savings v. Standard](https://community.hubspot.com/t/format-date-and-time-daylight-savings-v-standard/119359)
**Author:** [@00000](https://community.hubspot.com/u/00000)\ **Replies:** 10\ **Last updated:** [December 19, 2024, 4:19pm UTC](https://community.hubspot.com/t/format-date-and-time-daylight-savings-v-standard/119359 "2024-12-19T16:19:36Z")
How can we reference the account’s timezone in the timezone field when formating date and time through workflows? Organization wants the time a property is changed to be stamped into a text property string so this infor… --- ## [Natural Logarithm as calculation option](https://community.hubspot.com/t/natural-logarithm-as-calculation-option/109564)
**Author:** [@FabioLangbein](https://community.hubspot.com/u/FabioLangbein)\ **Replies:** 3\ **Last updated:** [December 7, 2024, 12:27pm UTC](https://community.hubspot.com/t/natural-logarithm-as-calculation-option/109564 "2024-12-07T12:27:42Z")
I would need to use the logarithm log() or even better the natural logarithm ln() in order to create a customer valuation score. I need to use the ln() because I don’t want explosive behaviour in my function if for examp… --- ## [Mandatory formatting](https://community.hubspot.com/t/mandatory-formatting/121379)
**Author:** [@EVatsev](https://community.hubspot.com/u/EVatsev)\ **Replies:** 2\ **Last updated:** [November 26, 2024, 12:53pm UTC](https://community.hubspot.com/t/mandatory-formatting/121379 "2024-11-26T12:53:10Z")
Hi, I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and … --- ## [Looking for calculated field which could measure number of MQLs, SQLs from contact lifecycle stages](https://community.hubspot.com/t/looking-for-calculated-field-which-could-measure-number-of-mqls-sqls-from-contact-lifecycle-stages/120056)
**Author:** [@PMenkar1](https://community.hubspot.com/u/PMenkar1)\ **Replies:** 2\ **Last updated:** [November 8, 2024, 4:40am UTC](https://community.hubspot.com/t/looking-for-calculated-field-which-could-measure-number-of-mqls-sqls-from-contact-lifecycle-stages/120056 "2024-11-08T04:40:52Z")
Hey folks, I recently created a custom object to track expos/events more thoroughly. Its called “Events” I have created association between custom object “Events” and contacts. I am able to associate contacts to custo… --- ## [Custom Code Actions - extracting first three digits from a phone number string](https://community.hubspot.com/t/custom-code-actions-extracting-first-three-digits-from-a-phone-number-string/119995)
**Author:** [@DParisi](https://community.hubspot.com/u/DParisi)\ **Replies:** 1\ **Last updated:** [November 7, 2024, 9:49pm UTC](https://community.hubspot.com/t/custom-code-actions-extracting-first-three-digits-from-a-phone-number-string/119995 "2024-11-07T21:49:28Z")
Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. … --- ## [Combining multiple different date formats into one](https://community.hubspot.com/t/combining-multiple-different-date-formats-into-one/119369)
**Author:** [@justinlu](https://community.hubspot.com/u/justinlu)\ **Replies:** 2\ **Last updated:** [October 29, 2024, 1:50pm UTC](https://community.hubspot.com/t/combining-multiple-different-date-formats-into-one/119369 "2024-10-29T13:50:22Z")
Hello Everyone! I have a very specific problem that I need help solving for within HubSpot contact properties/workflows. Situation: We have a form that collects users’ age with 3 separate properties - DOB Day (dropdo… --- ## [Workflow challenge to set association label Company to Company](https://community.hubspot.com/t/workflow-challenge-to-set-association-label-company-to-company/117461)
**Author:** [@PSterkenburg](https://community.hubspot.com/u/PSterkenburg)\ **Replies:** 7\ **Last updated:** [October 10, 2024, 7:19pm UTC](https://community.hubspot.com/t/workflow-challenge-to-set-association-label-company-to-company/117461 "2024-10-10T19:19:48Z")
Hi all! Workflow question :thinking: Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that… --- ## [Managing Partner and Referral Data: Best Practices](https://community.hubspot.com/t/managing-partner-and-referral-data-best-practices/117512)
**Author:** [@Stef\_N](https://community.hubspot.com/u/Stef_N)\ **Replies:** 3\ **Last updated:** [October 6, 2024, 4:45pm UTC](https://community.hubspot.com/t/managing-partner-and-referral-data-best-practices/117512 "2024-10-06T16:45:22Z")
Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link de… --- ## [Fetch and format date in Workflow](https://community.hubspot.com/t/fetch-and-format-date-in-workflow/108888)
**Author:** [@svamann](https://community.hubspot.com/u/svamann)\ **Replies:** 9\ **Last updated:** [September 26, 2024, 9:19am UTC](https://community.hubspot.com/t/fetch-and-format-date-in-workflow/108888 "2024-09-26T09:19:38Z")
I have a workflow that fetches a Date property from a custom object in custom code and returns this. This steps works like a charm, returning the expected value when I test it. Now at a later point in the same wor… --- ## [Adding a delay to a workflow](https://community.hubspot.com/t/adding-a-delay-to-a-workflow/115230)
**Author:** [@esealpha](https://community.hubspot.com/u/esealpha)\ **Replies:** 2\ **Last updated:** [September 6, 2024, 3:35pm UTC](https://community.hubspot.com/t/adding-a-delay-to-a-workflow/115230 "2024-09-06T15:35:55Z")
Several workflows move a user through different stages of a ticket. At one point, it sends a notification to the user, letting them know they need to change a property called Resolution, from blank to choice1, choice2, o… --- ## [Copy deal date property to Line Item (or Product) date property](https://community.hubspot.com/t/copy-deal-date-property-to-line-item-or-product-date-property/109679)
**Author:** [@hanno](https://community.hubspot.com/u/hanno)\ **Replies:** 2\ **Last updated:** [June 24, 2024, 8:30pm UTC](https://community.hubspot.com/t/copy-deal-date-property-to-line-item-or-product-date-property/109679 "2024-06-24T20:30:38Z")
Hi, Suppose I have filled in 2 Deal properties: Start date of the license (date) Length of the license (in years) Calculation of End date License Now, I want the dnd date of the license (property) to be automaticall… --- ## [Problem with the new navigation](https://community.hubspot.com/t/problem-with-the-new-navigation/106625)
**Author:** [@RJRecullo](https://community.hubspot.com/u/RJRecullo)\ **Replies:** 1\ **Last updated:** [May 8, 2024, 7:40am UTC](https://community.hubspot.com/t/problem-with-the-new-navigation/106625 "2024-05-08T07:40:18Z")
I just have a question because, in the new version of HubSpot navigation, we couldn’t right-click those notifications to open up as an auto-populated tab or in another window. --- ## [How to change Super Admin email](https://community.hubspot.com/t/how-to-change-super-admin-email/102206)
**Author:** [@KJackson4](https://community.hubspot.com/u/KJackson4)\ **Replies:** 3\ **Last updated:** [March 11, 2024, 1:16pm UTC](https://community.hubspot.com/t/how-to-change-super-admin-email/102206 "2024-03-11T13:16:14Z")
Hello, I am trying to change my email as the Super Admin. Is this possible or do I need to delete this account to start over with the email address I want to use as the Super Admin? --- ## [Format data issue when trying to add 1 business day](https://community.hubspot.com/t/format-data-issue-when-trying-to-add-1-business-day/80626)
**Author:** [@CSic](https://community.hubspot.com/u/CSic)\ **Replies:** 4\ **Last updated:** [February 20, 2024, 11:38am UTC](https://community.hubspot.com/t/format-data-issue-when-trying-to-add-1-business-day/80626 "2024-02-20T11:38:17Z")
I wanted to see if anyone has found a resolution for format data function in workflows, using add time to a date property, where the date property is set to M-F only? We have full enterprise account. Ex: My workflow se… [Next page](https://community.hubspot.com/tag/format-data-actions/3263.md?match_all_tags=true&page=1&tags%5B%5D=format-data-actions)