The Text Formatter action within the Workflow Builder empowers users to easily manipulate and format text throughout their workflows. From converting text to different cases to trimming excess whitespace and extracting URLs, this action provides a flexible solution to common text formatting challenges, enhancing workflow efficiency and productivity.
How to Use the Text Formatter Action:
Add an Action: Click on the "+" icon within the Workflow Builder to include a new action.
Find the Action: Navigate to the Internal Tools category or utilize the search bar to locate the Text Formatter action.
Select Formatting Options: Choose from the various formatting options available after selecting the Text Formatter action.
Configure the Action:
Trim Action Type: Select the input text you wish to trim and specify the desired length. You must fill in these fields. Optionally, you can skip a certain number of characters from the beginning and choose to add an ellipsis ("...") at the end.
Split Action Type: Choose the input data you want to split and enter the separator. Finally, select which segment of the split text you want returned (First, Second, Last, or Second Last).
Customize the Settings: Adjust the action settings according to your specific formatting requirements.
Save and Activate: Save the configured action and publish the workflow to enable the text formatting capabilities.
Key Features:
The Text Formatter action provides a wide range of formatting options to cater to diverse user needs, including:
Upper Case: Converts all characters in the text to uppercase for uniform data presentation.
Lower Case: Changes text to lowercase, promoting case-insensitive comparisons and consistency.
Title Case: Adjusts text to title case for better presentation of titles and headings.
Capitalize: Capitalizes the first letter of the text, ensuring proper formatting for names and titles.
Default Value: Returns a default value when the text is empty, ensuring consistent responses.
Trim: Shortens text to a specified length, maintaining well-structured input.
Trim Whitespaces: Eliminates whitespace from the start and end of the text, improving readability.
Replace Text: Substitutes specific text occurrences with new values for content customization.
Find: Identifies the first occurrence of a specific text pattern within the text for keyword detection.
Extract URL: Retrieves the first URL from the text, validating and organizing links.
Extract Email: Extracts the first email address from the text, streamlining contact information gathering.
Word Count: Counts the words in the text, assisting in word count monitoring and analysis.
Remove HTML Tags: Strips HTML tags from text for a clean, plain text presentation.
Split: Divides the text into multiple segments based on a specified delimiter for content analysis.
Frequently Asked Questions (FAQs)
What is the Text Formatter action, and how can it enhance my workflows? The Text Formatter action allows you to manipulate and format text data efficiently within your workflows. It can perform tasks like changing text cases, trimming whitespace, and extracting information, ensuring your data is consistently formatted and meets your requirements.
Can I handle multiple text formatting needs in a single workflow? Yes, you can utilize the Text Formatter action multiple times within a single workflow to address various formatting tasks, including converting cases and removing whitespace.
What if I need a specific text format not available in the options? If your required formatting is not available, consider combining existing actions or explore custom scripting or external tools if your platform supports them.
How does the Trim action function, and what customization options are available? The Trim action allows you to shorten text to a specified length. Customization options include defining the character limit, optionally skipping characters from the start, and choosing whether to add an ellipsis at the end.
What is the purpose of the Split action, and how do I set it up? The Split action separates text into segments based on a defined separator. To configure it, select the input data, specify the separator (e.g., comma or space), and choose which part of the split text to return (First, Second, Last, or Second Last).