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Re: Splitting Client Names into Two Rows

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Admin_LI
5 - Automation Enthusiast
5 - Automation Enthusiast

I am building a base for client follow up. When our clients are a couple, they are entered on the same row in our main table. I have the client name column as a look up field in our Client Birthday table, so it pulls the name from our main table. However, in the Client Birthday table we need them to be on separate rows. Is there a way to use an automation or script to split the client names into two rows?

For example, if we enter John Doe and Karen Smith on one line in our main table, could we make them show up in two rows in our Client Birthday table?

Thank you!

1 Solution

Accepted Solutions
Alexey_Gusev
12 - Earth
12 - Earth

Hi,
You can add two rows in main table with formula, using LEFT(  RIGHT( functions with FIND('' and ",
They can be hidden, but used as lookups in BD table
You can also use formulas in two rollups in BD table. A bit harder, but no extra fields in main
Or, you can add automation, but with a bit scripting.
something like

let[name1,name2]=input.config().name.split(' and ')
output.set('name1',name1)
output.set('name2',name2)

then use 'name1,2' in next update step.

See Solution in Thread

2 Replies 2
Alexey_Gusev
12 - Earth
12 - Earth

Hi,
You can add two rows in main table with formula, using LEFT(  RIGHT( functions with FIND('' and ",
They can be hidden, but used as lookups in BD table
You can also use formulas in two rollups in BD table. A bit harder, but no extra fields in main
Or, you can add automation, but with a bit scripting.
something like

let[name1,name2]=input.config().name.split(' and ')
output.set('name1',name1)
output.set('name2',name2)

then use 'name1,2' in next update step.

Admin_LI
5 - Automation Enthusiast
5 - Automation Enthusiast

I have not had a chance to try this yet, but thank you so much for your reply!