Workflow Action - Number Formatter

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.

Text to Number

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.


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

Format Number

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.


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

Format Phone Number

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.


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

Format Currency

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.


Random Number Generates a random number within a specified range.

Random Number

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.

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