Text Concatenation fields can be used to display a text value on a record that is the combination of other strings for that record and/or any directly linked record.
How to Create a Text Concatenation
- Navigate to the Step Builder for the workflow where you want to create the Text Concatenation field.
- Look for the "New Field" option under the "Workflow Fields" left side bar.
- Select "Text Concatenation" from the available new field options.
This will allow you to create the new field within your current workflow.
Once you've created your Text Concatenation field, here's how to define what text to combine and how to present it:
-
Concatenation Expression: This is where you build the final text string.
- Use
%f
as a placeholder for each text field you want to include. - Separate placeholders with the text you want between them (e.g., a dash).
-
Example: If you want to combine two text fields "First Name" and "Last Name" with a space, enter:
%f %f
. - Then, select the "First Name" and "Last Name" fields from the dropdown menus below the expression.
- Use
-
Field Input Options: This lets you control which field values are used in the concatenation
- Operation (only appears for values from linked workflows): Choose which field value to use if there are multiple records linked to the user's current record.
- Step-Specific Values: Limit the text to fields from a specific step in your workflow (e.g., only show data from a "repository step").
-
Blank Field Handling: Decide how to handle missing values:
- Display N/A for Entire Expression: Show "N/A" if any of the included fields are empty.
-
Display N/A for Empty Inputs Only: Only show "N/A" if a specific placeholder (
%f
) has no value. - ***Display Empty for Entire Expression: Show "-" if any of the fields are empty.
- ***Don't Display Empty Inputs: Only show filled inputs, passing empty values as non-existent.
-
Multiple Value Joining Strategy: This applies if you're combining fields that can have multiple values (e.g., multi-select fields, linked records with multiple values). Choose how to separate these values:
- Use a comma with a space is a common option.
Save your Text Concatenation field, and then add it to your forms and reports.
***NOTE: These additional blank field handling options will come with general release.
Common Use Cases
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