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May 18, 2017 09:51 PM
Hi all,
I want to use Zapier to export my table to Campaign Monitor but I only need the first name from my primary field which includes the person’s full name (first_name last_name).
Any ideas how I can accomplish this in the table or via Zapier?
I don’t mind creating a first name field and hiding it.
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Jul 31, 2019 02:27 PM
Hey, regarding first name, a formula that also takes into account that the full name was filled partially and may include only the first name would look like:
IF(SEARCH(" “,{Full_Name}) > 0, LEFT({Full_Name}, SEARCH(” ",{Full_Name})-1), {Full_Name})
This formula will not result in an error if there are no spaces in full name.
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May 28, 2020 11:42 AM
This works fine for all fields except lookup fields for me. So when I try to split first and last names from a lookup field, its returning errors. Any ideas?
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May 28, 2020 02:12 PM
A lookup field returns an array, not a string, and doesn’t auto-convert to a string when a formula asks for it. To convert an array to a string, concatenate it with an empty string. In your formula, anywhere that you have:
{Client Name}
you will need to change it to:
{Client Name} & ""
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Mar 20, 2021 08:25 AM
As this is directly regarding the codes in @W_Vann_Hall’s demo base in this thread I’ll ask my question here rather than to start a new topic.
My {WholeName} field follow the format “FirstName MiddleName LastName (neé MaidenName)”.
I want to break it down to four fields
- First name
- Middle name
- Last name
- Maiden name
I can get it to return 1-3 correctly as long as there is no maiden name, if there is it no longer provides the correct last name. No supprise there.
For my purposes I assume it would be best to treat (neé MaidenName) as a suffix and by that logic remove it in {TrimSuffix}.
I tried the following code to strip the MaidenName-part
SUBSTITUTE(
IF(
OR(FIND(" Jr",TrimName)=LEN(TrimName)-3,
FIND(" Sr",TrimName)=LEN(TrimName)-3,
FIND(" II",TrimName)=LEN(TrimName)-3,
FIND(" IV",TrimName)=LEN(TrimName)-3),
LEFT(TrimName,LEN(TrimName)-4),
IF(
OR(FIND(" Jr.",TrimName)=LEN(TrimName)-4,
FIND(" Sr.",TrimName)=LEN(TrimName)-4,
FIND(" III",TrimName)=LEN(TrimName)-4),
LEFT(TrimName,LEN(TrimName)-5),
IF(
FIND("(",TrimName),
LEFT(TrimName, SEARCH("(", TrimName)-1),
TrimName))),",",""
)
It removes the whole maiden name part okay, but now {Last Name} no longer outputs a last name at all where a maiden name is present in {WholeName}. Any and all help to adjust this would be greatly appreciated. If I can achieve a last name here then I can get the fourth field, maiden name, on my own.
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Aug 11, 2021 10:04 AM
Hey guys, thanks a lot for great tips!
How would the formula look like if I want to get first name and the first letter of the last name? The Name field is pretty uniform with First and Last name, no middle names.
Thanks in advance!
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Aug 11, 2021 05:01 PM
Welcome to the community, @Meerim_Asylbekova! :grinning_face_with_big_eyes: This should work, replacing “Name” with your actual field name:
IF(Name, REGEX_EXTRACT(Name, ".* ."))
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Aug 12, 2021 06:01 AM
This worked like a charm! Thank you so much, Justin!
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May 26, 2022 12:39 PM
Hello - I am trying to use the above formula to extrat all parts except the Last Name. I keep running into an an error that is referencing an unclosed parenthesis.
The formula has 7 left parenthesis but only 6 right. I have tried to insert a closing parenthesis in areas that I thought were logical but still keep coming up with an error. Where does the closing parenthesis go.
REPLACE({Name},FIND("~",SUBSTITUTE({Name}," “,”~",LEN({Name}) -
LEN(SUBSTITUTE({Name}," “,”"))))),LEN({Name},"")
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May 26, 2022 12:42 PM
Nevermind, I found it.
This worked:
REPLACE({Name},FIND("~",SUBSTITUTE({Name}," “,”~",LEN({Name}) -
LEN(SUBSTITUTE({Name}," “,”")))),LEN({Name}),"")
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May 26, 2022 12:55 PM
Question for you that is related to this, but almost in the opposite direction.
We have 2 email address, essentially. We have a standard first.last@email.com and first.last@sso.com (for single sign on purposes). Could I use a formula in the SSO column to copy over the first.last@ from the email column and finish it with first.last@sso.com
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