Ability to use "First Name" from the "Full Name" field type in automations
complete
A
Avi Hercenberg
The "full name" field type is very helpful when entering or collecting the data into SS; however, when it comes to using it within automation (and API?), it needs to be treated as separate filed types well so that you can use "first name" only.
Use case example:
I'd like to send a welcome email any time someone submits a ss form and dynamically use their First Name in the email template. As of now, I can only use their "full name" unless I add a formula field to break it out.
Tommy Martin
Hi all. Until Smartsuite allows us to split up the “Full Name” field, I’ve created a solution that splits the Full Name—plus adds proper capitalization.
• “Nickname” text field
• Formulas below capitalize everything correctly.
If Full Name = “clayton reynolds” and Nickname = “bob”, the official name is “Bob Reynolds”. If Nickname is blank, it becomes “Clayton Reynolds”.
These fields will let you drop just the first name/nickname into email templates and automations.
— FORMULAS —
fx First Name (capitalizes Nickname / first name):
IF(IS_NOT_NULL([Nickname]),
CONCAT(UPPER(LEFT([Nickname],1)),MID([Nickname],1,999)),
IF(FIND(" ",[Full Name])>0,
CONCAT(UPPER(LEFT(LEFT([Full Name],FIND(" ",[Full Name])),1)),
MID(LEFT([Full Name],FIND(" ",[Full Name])),1,999)),
CONCAT(UPPER(LEFT([Full Name],1)),MID([Full Name],1,999))
))
fx Last Name (capitalizes last name):
IF(FIND(" ",[Full Name])>0,
CONCAT(UPPER(MID([Full Name],FIND(" ",[Full Name])+1,1)),
MID([Full Name],FIND(" ",[Full Name])+2,999)),
"")
Hope this helps.
Artem Kunytsia
complete
W
We Have A Tender
yes! another vote
Yair Adi
I have the same use case like you. Using only the first name is not available in the Fields from trigger variable list.
P
Patrick Wright
Agreed! Perhaps separate 'First Name' and 'Last Name' fields are auto-generated when 'Full Name' field is present, so automation and API have access by default.
M
Marc Hotchkiss
I'm with you Avi. The same with the address. I love the address and it's self-completing but I also need a way to use the two-character ID for State/Province...
Christine Dahl
Thank you!
Jon Darbyshire
planned