Data comes in many forms: numbers, checkbox selections, and sometimes text that arrives in an awkward format. The Text Formatter action lets you grab text from any field and change it to match what you need.

To get started, click the "+" sign to add the action. You can find it by scrolling down to internal tools or using the search bar.

Action Type

After clicking on it, you'll need to select the action type, which determines how the text will be formatted. The available actions include:

Case Types

These change the capitalisation of your text. There are four options; once selected, you'll see a small example of how the text will look.

  1. Upper Case: Converts all characters in the text to uppercase.
  2. Lower Case: Converts all characters in the text to lowercase.
  3. Title Case: Capitalises the first letter of each word.
  4. Capitalize: Capitalises the first letter of the text.

Substitution Types

Substitution tools let you replace, supplement, or clean up text fields. They include:

  • Default Value: If the text field is empty, it returns the value you set as default.
  • Replace Text: Replaces occurrences of specified text with a new value.
  • Remove HTML Tags: Strips HTML tags from the text, converting them into plain text.

Length Reduction Types

Length reduction options help you manage text size to fit specific limits or display requirements.

  • Trim: Shortens the text to a specified length; this can remove characters from the beginning or replace the text after a certain point with ellipses.
  • Trim Whitespaces: Removes whitespace from the beginning and end of text.
  • Split: Splits the text into multiple segments based on a specified delimiter; the segment you select becomes the new text in the field.

Length Counting Types

Length counting tools give you useful metrics about your text.

  • Word Count: Provides the count of words in the text.
  • Length: Provides the character count of the text.

Information Retrievers Types

These help you pull specific details from your text fields.

  • Find: Locates the first occurrence of a specific text pattern within the text and returns its position.
  • Extract Email: Retrieves the first email address from the text.
  • Extract URL: Retrieves the first URL from the text.

The Text Formatter Action is a handy tool for turning raw data into something you can act on. Whether you're reformatting text, counting words, or pulling out key details, it simplifies your workflows and makes data handling more straightforward.