Looping through field values in Pipeline
I have a record that contains a text field with multiple values separated by commas (which I can also turn into a multi select field if that makes things easier). I want to loop through the values...
Forum Discussion
You can use the Text channel to "Find All Matches to a Regex", and use the following Regex: ([^;]+) if you go with the multi-select option which separates values using a semi-colon. Otherwise, you can change the semi-colon to a comma in the middle of the regular expression, since the comma is the delimiter in your use case: ([^,]+)
Then For each "match/Regex filtered group" (because it's split by a semi-colon or a comma in your case), you can then use each group to create a new record.
So in the subsequent create record step, map the regex step's Group 1 to the new table: {{b.group_1}}
See screenshots below for reference.
Enjoy!
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Kristoffer Keene
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Then For each "match/Regex filtered group" (because it's split by a semi-colon or a comma in your case), you can then use each group to create a new record.
So in the subsequent create record step, map the regex step's Group 1 to the new table: {{b.group_1}}
See screenshots below for reference.
Enjoy!
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Kristoffer Keene
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@Kristoffer Keene, I need to do something nearly identical, how could this be modified to iterate through each and search another table to create a bulk upsert?
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Paul Peterson
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Paul Peterson
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- Hey Paul, I hope the screenshot below helps direct you better:
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Kristoffer Keene
------------------------------Thank you! This is creating the results I need. It's painfully slow and that is a concern since this was run in a test instance of the app with about 10% of the data in the production app. Fortunately, I have a meeting with an SA soon and will use this as the starting point and will share their suggestions.
Thanks again for your help!!
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Paul Peterson
------------------------------- Sorry to jump in this conversation, but that's the only one that seems close to my dilemma!
I need to have the pipeline loop through 2 fields ( from the updated record).
The fields are 2 dates and I need to create a record for each date in an unrelated table.
Any suggestions?
Thank you!
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Francesco Spiga
------------------------------- Hey Francesco-
How are the date fields separated? (with a semi-colon or comma or another delimiter?)
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Kristoffer Keene
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Thank you for this! It worked wonderfully!
I had a problem where I have Record A with children, and those children have children. I have record A pulling all the grandchildren they are related to into a summary field. I used your regex match solution to generate a table based on those values. This all ties into a rather complex cross-reference conditional selection workflow.
The only change I made was the order of where the Prepare Bulk Upsert step went:
A: Search Records in Table 1; Filter: [Multiselect field] IS SET
B: Prepare Bulk Upsert for Table 2
Loop FOR EACH A:Search Record
C: Match Regex to look at the multiselect field
Loop FOR EACH C:Match Regex
Create Upsert for Step B
D: Commit UpsertThis way I only have a single upsert action that happens outside the loops. This works very well for what I need to do since I'll want the table to reflect daily what the updated grandchild list for the Records A in Table 2.
