Character function

The Character functions action provides a way to manipulate and parse text.

In each function, there are parameters to specify the source of the text. Since text can be stored in a variety of different places within Method, a dropdown is provided to locate where the text is stored. This can range from text being manually typed in, to text being stored in action results or controls on screen.

The result of the Character function can be stored in an action result or a control on screen.


Find in Json

Function Returns: The value within a JSON given a key.

JSON (JavaScript Object Notation) is a format for structuring data. It is used to transmit data between a server and a web application and normally returned from a Call Web Service Action. 

  • JSON text: the JSON text to parse
  • Find value for key: the key to reference the value
  • Store Result in: where to store the value referenced by the key


Find in Text

Function Returns: The numerical position of some text within a larger body of text. 

  • Find the: select either the first or the last occurance of the text you want to find
  • Occurence of: the text you want to find
  • Inside the text: the body of text to search through
  • Starting at character: where in the body of text to start searching through
  • Store Result in: where to store the position of the found text


Is Date / Empty / Numeric

Function Returns: True or False depending on the function 

  • Is this a date/empty/a number? : the text you want to test
  • Store Result in: where to store the true or false result


Join

Function Returns: Text created from the joining of provided texts 

  • Join this: the first piece of text you wish to join
  • With this: the second piece of text you wish to join
  • Add another join: bring up another field to join more text
  • Separate joins with: you can place a space, comma, or any text in between the joined texts
  • Store Result in: where to store the final text result


Left

Function Returns: Extracted text from a given text

  • Extract text from: the text to extract from
  • Search using Position: return stated number of characters starting at the beginning of the text
  • Search using Text: enter a search text and return all characters before it
  • Store Result in: where to store the final text result


Right

Function Returns: Extracted text from a given text

  • Extract text from: the text to extract from
  • Search using Position: return stated number of characters going left from the end of the text
  • Search using Text: enter a search text and return all characters after it
  • Store Result in: where to store the final text result


Middle

Function Returns: Extracted text from a given text

  • Extract text from: the text to extract from
  • Search using Position: return a number of characters starting from a given position
  • Search using Text: return text between two text values
  • Store Result in: where to store the final text result


Length

Function Returns: The number of characters counted in a given text

  • Return the number of characters in: the text to count characters of
  • Store Result in: where to store the final count


Replace

Function Returns: the text with replacements specified

  • Within text: the text to update with replacements
  • Replace this: the text to search for
  • With this: the replacement text
  • Store Result in: where to store the final text result with replacements


Replace Merge Fields

Function Returns: the text with merge fields replaced

A merge field allows you to pull in field values from a table to be put into text, often used for email templates. For example, here is some text with a merge field:

Dear Contacts.Name,
It was good to meet you.

The merge field is Contacts.Name. The first part before the period specifies the table, "Contacts," and the second part refers to the field in the table, "Name."

Given a Record ID, the merge field in the above text will be replaced with the value taken from the Name field of the Contacts table.

  • Using This Text: the text with the merge fields
  • Merge Data from This Table: the table to retrieve values from
  • Using this RecordID: the record id of the record to retrieve values from
  • Store Result in: where to store the final text result with replacements


To Upper/Lower/Title Case

Function Returns: the text changed to the proper case

For reference:

  • Lower case: all text is converted so there are no capital letters
  • Upper case: all text is converted to capital letters
  • Title case: each word is capitalized

  • Convert this to lower/upper/title case: the text to convert
  • Store Result in: where to store the final text result

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