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Can I Format Text Inserted through an Automation?

  • 1.  Can I Format Text Inserted through an Automation?

    Posted 24 days ago
    Hello,

    I am using an automation to create several new tasks in my app. The automation is working great, except that when in the "Actions" when I select a set the "Source" to "Type a value," the value that is appended into the multi line text field of the target table (in this case, the "Tasks" table) is not formatted at all.

    For instance, if I enter this in the automation:
    This property just went under contract. Please put this lot on your list to drive by and check to ensure it is buildable and that the chosen house plan indicated below will fit on the lot.  If there are any other concerns, please let our Acquisition Manager know right away.

    Address: 6220 Hudspeth Road, Concord, North Carolina, 28027 (PIN# 1234)
    House Plan: Abigail
    Lot Width and Depth: 150 x 50
    Setbacks: Front- 25ft, Side- 7
    Expected # of Units: 2
    Underwriter:
    Additional Notes:
    [NOV-05-20  5:24 PM  Josh Collins] This lot has a weird shape and a drain in the middle.

    I get this in the task multi line text field that is created:
    [NOV-05-20  5:24 PM  Josh Collins] This property just went under contract. Please put this lot on your list to drive by and check to ensure it is buildable and that the chosen house plan indicated below will fit on the lot.  If there are any other concerns, please let our Acquisition Manager know right away.Address: 6220 Hudspeth Road, Concord, North Carolina, 28027 (PIN# 1234)House Plan: AbigailLot Width and Depth: 150 x 50Setbacks: Front- 25ft, Side- 7Expected # of Units: 2Underwriter: Additional Notes:[NOV-05-20  5:24 PM  Josh Collins] This lot has a weird shape and a drain in the middle.

    Is there any solution for this?

    Thank you!

    Josh

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    Josh Collins
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  • 2.  RE: Can I Format Text Inserted through an Automation?

    Posted 23 days ago
    Most likely, you will need to build a Rich Text formula field on your trigger record that generates that and then use that field as the source for where you're writing this to. The output of that field should include the necessary HTML to maintain the formatting, but only if your destination field is also Rich Text.

    As an alternative, is there a relationship between the record you're creating via the Automation and the trigger record? If there is and the trigger is the Parent record, you could always bring down the necessary data as Lookup fields rather than a single Text Multi-line field.

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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  • 3.  RE: Can I Format Text Inserted through an Automation?

    Posted 20 days ago
    Thanks Blake. It looks like I'll need the RT field.

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    Josh Collins
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