Question

First Letter of Last Name

Forms Version 10 Pattern Matching and Regular Expressions Ideas How To

Updated December 17, 2020

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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Answer

SELECTED ANSWER

replied on December 9, 2020

Sure, use a hidden field with a calculation

=LEFT(FirstName,1)

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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Replies

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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First Letter of Last Name

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