The data formatting options allow you to alter the format of the input text in a parameter and display it as something else. For example; changing a text string from upper case to lower case, or formatting the output of dates and numbers. Below is an overview on how to access the formatting features and the options available to you once you have done so.
Note: Data formatting works only with dynamic text, i.e.the part of a text placeholder for which a parameter has been selected.
Accessing the Format Button
The Format button and features can be accessed by using the following workflow:
- From the Storyboard area of the Idomoo interface, click on the pencil icon of the placeholder you would like to format.
- When the advanced text properties panel opens, select a part of text that has been assigned a parameter or change the Type from Text to Parameter (as shown on the far left below).
- Once this step has been completed, you can select the Format icon (on the far right as shown below) by clicking on it.
- This displays the formatting options, which can be selected from the ‘Format by’ drop-down menu. Select the category you want to apply to this text and then the options applicable to that category. More about this below.
- Once all the choices have been completed, click Apply Format, and then click on the OK button to close this advanced text properties box.
Note: If you make a mistake or no longer want to format the text, delete the formatting instructions by clicking the Delete Formatting button.
Available Formatting Categories
Once you have accessed Formatting, you can access a number of categories that control how the text can be formatted. These are:
Find below an explanation of the options available to each of these categories.
Formatting a string of text can be used to deal with various text formatting options. An explanation of each can be found in the table below:
|Capitalize||Only the the first letter of a sentence is capitalized.|
|Capitalize Each Word||The first character of all words in the phrase, including prepositions such as "of" are capitalized.|
|UPPER CASE||All letters of the phrase are displayed in upper case.|
|lower case||All letters of the phrase are displayed in lower case.|
|Find and Replace||Two fields are displayed, Find & Replace, which will find a specific text and automatically replace all instances of it.|
This is often used when the data extracted from the client's database is correct, but not shown as you want it to be on the video. For example; when working with telephone numbers, the data format is supplied as 565.879.9000 but it needs to be shown as 565-879-9000. In this instance, use Find "." and Replace with "-" to resolve this problem.
|Possessive Form||An apostrophe plus the letter ‘s’ is added to the text.|
If the input is a plural, or already ends in the letter ‘s’, then just an apostrophe will be added after the ‘s’.
For example, Jim turns into Jim's, while Jess turns into Jess'.
|Possessive Form and Capitalize each||This will be similar to the above, but will also capitalize the received input.|
john -> John’s
girls -> Girls’
|Possessive Form and UPPER Case||Exactly as above, but all characters will be made UPPER CASE.|
john -> JOHN'S
girls -> GIRLS'
Formatting a number means adding thousand separators and decimal marking. This means the data you send has to be a simple number. If the data is text and not a number, the render fails. As an example, the number has to be 10000, and not 10,000. The existing comma means it can no longer be recognised as a number.
Here are the three options you have for number formatting, and an explanation for each:
|Decimal Places||Format the number of decimal places that you would like to see displayed, from 0 to 4.|
|Decimal point separator||Allows you to decide how to mark the border between the integral and the fractional part: comma or period (‘,’ ‘.’).|
|Thousands separator||Allows you to decide if you would like a comma, period or no separator at all to be displayed when working with units in the thousand category.|
Formatting a date takes an input date format and converts it to an output date format. There are two drop-down menus and you choose how you are going to send the date, and how you would like it to be displayed. The options are detailed in the table below:
|Formatting Option||Resulting Output|
|dd MMM||25 Nov|
|dd MMM yy||25 Nov 83|
|dd MMM yyyy||25 Nov 1983|
|dd MMMM yyyy||25 November 1983|
|MMM yyyy||Nov 1983|
|MMMM yyyy||November 1983|
|MMMM dd, yyyy||November 25,1983|
|dd||25 (Day of the month in two digits)|
|yyyy||1983 (Full year)|
|yy||83 (Last two digit of the year)|
|Salesforce date time format (Input only)||yyyy-MM-dd HH:mm:ss|
|HubSpot date time format (Input only)||yyyy-MM-dd'T'HH:mm:ss.SSS'Z'|