Transcript:
0:00 [Music]
0:05 hi everyone patrick from north52 here
0:08 in this video i'm going to demonstrate a
0:10 simple nested function
0:12 one function inside
0:14 another what we're going to do is
0:17 capitalize the first letter of every
0:19 account name entered
0:21 and remove any leading or trailing
0:23 spaces that are added accidentally
0:26 this will keep our account names clean
0:28 for use marketing lists etc
0:30 we will create a new formula for this
0:32 requirement so we navigate to settings
0:36 n52 formulas and click on new formula
0:40 this formula will be of type save to
0:42 current record running on the account
0:45 entity and using the classic editor
0:49 we set the event at create
0:51 and set the source property for the
0:53 formula to be account name
0:55 this means that the formula will trigger
0:57 on the name field when the account is
0:59 created only
1:01 we set the target property formula to be
1:04 account name as this is the field we
1:06 will update
1:08 the first step would be to trim any
1:10 leading or trailing space from the
1:11 account name
1:13 so we go to functions and search for the
1:15 trim function
1:16 we open the wizard by holding down the
1:18 shift key and clicking on it
1:21 next we select the name field as the
1:24 field we want to operate on and then we
1:26 add the values we wish to trim away
1:29 in this case we are removing spaces
1:32 when we click generate the function has
1:34 been added to the formula canvas
1:37 when this is done
1:38 we then use the capitalize function to
1:40 capitalize the first letter in the newly
1:42 trimmed name
1:44 next we save the formula and then we
1:46 create a new account
1:49 we will use nord 52 as the example
1:52 adding a space at the start of the name
1:54 and using a small n
1:56 when we click save the formula will
1:58 execute this will remove the space and
2:00 then capitalize the first letter
2:03 thank you for watching and as always if
2:06 you have any questions or need any
2:07 assistance please visit
2:10 support.north52.com or contact support
2:12 north52.com