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First Letter of Last Name

asked on December 9, 2020

Is it possible to grab the first letter of a name (single line field) in Forms and have it as a hidden variable before the starting form is submitted?  I'm trying to assign tasks dependent on that variable - employee 1 gets A-G, employee 2 gets H-R, etc.


Any help or guidance would be greatly appreciated.  Thanks!

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replied on December 9, 2020

Sure, use a hidden field with a calculation


where FirstName is the name field and you want the hidden field to be the first character on the left side. Then you can use a gateway condition based on the hidden field value. 

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replied on December 17, 2020

Works like a charm.  Thank you very much for your help and input on this.

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replied on December 9, 2020 Show version history

Hi Bill

If you use Team with Roles, you can use Team Assignment in your task assignment with a filter to automatically assign the task to the employee assigned to that role using the Letter as the trigger. Unfortunately you would need to add Roles for A to Z

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replied on December 17, 2020

Excellent idea.  Think I'm going to set this up bc even though you would have to add each letter in as a role, it would save me a ton of time from having to try and build that part out in workflow.


Thanks again!

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