Workflow Action - Number Formatter

Modified on: Sat, 7 Sep, 2024 at 7:15 AM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

Overview

The Number Formatter workflow action is used to format and generate numeric fields. It includes several functionalities like converting text to numbers, formatting numbers, formatting phone numbers, formatting currency, and generating random numbers.

Action Name

Number Formatter

Action Details

Text to Number

Converts text representations of numbers into numeric format. For example, "$12,345.67" to 12345.67.

Action Details:

Field	Description	Mandatory
Action Name	The name of the action, which can be customized.	Yes
Action Type	Defines the action, set as Text to Number.	Yes
Select Field	Choose the field containing the text representation of a number.	Yes
Input Decimal Mark	Specifies how the decimal is marked in the input (e.g., period).	Yes

Example Workflow Configuration:

Trigger: Form Submitted
Action: Convert text to number to process payment data accurately.

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Format Number

Formats a number according to the defined settings, such as decimal places and thousands separators.

Action Details

Field	Description	Mandatory
Action Name	The name of the action, which can be customized.	Yes
Action Type	Defines the action, set as Format Number.	Yes
Select Field	Choose the field containing the number.	Yes
Input Decimal Mark	Defines the current decimal mark used in the input number.	Yes
To Format	The desired output format for the number (e.g., period).	Yes

Example Workflow Configuration:

Trigger: Trigger link clicked
Action: Format number for displaying statistical data in messages.

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Format Phone Number

Standardises a phone number into the desired format (e.g., (123) 456-7890).

Action Details:

Field	Description	Mandatory
Action Name	The name of the action, which can be customized.	Yes
Action Type	Defines the action, set as Format Phone Number.	Yes
Select Field	Choose the field containing the phone number.	Yes
To Format	The desired format for the phone number (e.g., E.164).	Yes
Phone Number Country Code	Specifies the country for the phone number.	Yes

Example Workflow Configuration:

Trigger: Appointment Booked
Action: Format the contact's phone number for outbound calls.

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Format Currency

Formats a numeric value as currency, taking into account locale-specific settings.

Action Details

Field	Description	Mandatory
Action Name	The name of the action, which can be customized.	Yes
Action Type	Defines the action, set as Format Currency.	Yes
Select Field	Choose the field containing the numeric value.	Yes
Currency	The currency type (e.g., USD, EUR).	Yes
Currency Locale	The locale format for the currency (e.g., en-US).	Yes

Example Workflow Configuration:

Trigger: Payment Received
Action: Format currency for generating accurate receipts.

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Random Number

Generates a random number within a specified range.

Action Details

Field	Description	Mandatory
Action Name	The name of the action, which can be customized.	Yes
Action Type	Defines the action, set as Random Number.	Yes
Lower Range	The minimum value of the generated random number.	Yes
Upper Range	The maximum value of the generated random number.	Yes
Decimal Points	Defines how many decimal points are allowed.	No

Example Workflow Configuration:

Trigger: Email Opened
Action: Generate a random number for A/B testing purposes.