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Formula Mode Tips & Tricks
Text Manipulation Formulas
How do I handle blank or null data in my input?
Thu, Aug 29, 2019 at 5:47 AM - When we are mapping data, sometimes we find that some data may not be available and it can lead to the recipe failing. In the example below the invoice date is mapped from a field called 'Date' and the value for Date is not always guaranteed to be there. To take care of this, you go ...
What's the difference between.present? vs .presence
Thu, Aug 29, 2019 at 6:24 AM - present? present? will check to see if a value exists and if it is present it will return the first value and if not present it will return the second value. Let's look at a few example.. The following examples are based on the formula above. Value of PillResult"ABC"&qu...
How do I format my text into multiple lines? (Line Break)
Thu, Aug 29, 2019 at 6:33 AM - Many times, when you are trying to copy text from one system to another you want to concatenate multiple elements but you also want to format it onto multiple lines. A good example is address lines - in Xero, the address lines are split into address line 1, address line 2, address line 3 but in ...
How do I break up/split a line of text or join two separate lines
Thu, Aug 29, 2019 at 7:10 AM - Formulas such as split and join are powerful functions for manipulating lines of texts. Here are some examples: split By default, using the .split formula on its own splits a line of text by white spaces (" "). However, if you indicate a key for splitting by, it will split the ...
Lookup tables to map values across two apps.
Thu, Aug 29, 2019 at 5:45 AM - When building recipes, sometimes we come upon sets of fields which conceptually are similar, but their actual values don't match up. For example, if I wish to sync tickets from a ticket management app, (i.e. Zendesk) into a project management app (i.e. Trello), I would want the status...
Comparing values and setting field values based on that
Thu, Jul 20, 2017 at 12:03 PM - Is there a way to compare dates in a formula in Workato? An event has an expiration_date field. In an action, I want to set a status field based on whether the expiration_date has passed. I want to write something like this: Answer: Assuming expiration_date is a Date field the formula w...
Combining text in formula mode
Thu, Aug 29, 2019 at 5:45 AM - To combine different strings of text in text/template mode, you can simply put the two pills together in the input field (perhaps with a space in between them). To check that both variables are strings, you can verify by checking that they have the symbol A-Z beside them. ...
How do I input comma separated values into my input fields?
Thu, Aug 29, 2019 at 5:45 AM - If an input field asks for comma separated values, there are a couple of ways you can do so. If the list of values you're want to input never changes, for example, if you wish to always filter Zendesk tickets by the labels "urgent" and "important" in all your rec...
How to use the where function
Thu, Aug 29, 2019 at 5:48 AM - The where function can be used in combination with other functions (such as pluck) in order to filter information from a List (a type of Array). Since the where function returns an Array (the filtered List), any added function must be able to work with Arrays. The where functio...
How to use the pluck function
Thu, Aug 29, 2019 at 5:48 AM - The pluck function allows you to pluck desired fields from an array of objects or hashes. This is useful in a few scenarios. The most common use will be described here. Sometimes a step in your recipe (e.g. a search action) may output a List containing many objects. For...
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