Transform text step

Need some text to be lowercased, capitalized, or anything similar to this? The transform text step has you covered.

After reading this article you'll learn how to:

  • Install the Transform text step from the Block Store

  • Configure the Transform text step

  • Use the Transform text step in practice

Starting off

Transform text step is created by Betty Blocks, but it's not readily available in the standard set of steps within the action builder. But that doesn't matter, you can find it and install it from the Block Store. To do this navigate to the Block Store and search for 'transform' it will pop up as the first hit.

The transform text block in the block store

Click on View details to check out what the block is about. In our case, the step will make a text value downcased, upcased, capitalized, or parameterized. This tab also lets you install the block into one of your applications. Simply hit the Install block button and select your organization followed by your application.

The transform text block installation

After installing the 'Transform text' step, it can be found in your action builder of the application that was selected. You'll find it in the newly created text section of the action steps.

Transform text step installed

Configuring the step

Working with the Transform text step is rather straightforward but the step can be applied to a variety of use cases. Let's start off by just seeing how the step works in practice. Create a new action called something like 'Transform text' and create an input variable called 'email_address'.

Configuring the transform text step: adding new variable

After creating this variable drag the transform text step in the action flow. For this quick use case, we'll transform the text to be lowercase (or downcase). This is how the step is configured to achieve this:

Configuring the transform text step

The 'email_address' input variable is the text value we're changing, the style is going to be downcased, and the result is passed into the Finish step so that we can check it out in the playground.

If we'd now test the action in the playground by clicking the Test run button in the top right corner. Copy the mutation code and open the playground.

Testing the transform text step

As you can see when we type an email address full of capital letters, our action changes it to lowercase. This logic can also be inverted, if you want for example, only capitals - you can do this as well by changing the transformation style.

This step can be applied in a lot of various use cases but the key takeaway as to why you'd want to use this step is to ensure that your data is consistent throughout your entire application.