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Scenario Overview

In this scenario the business requirement is to format the main telephone number on the Account entity. The requirement is that if the phone number is 7 or 10 characters long we need to apply the formatting rules else leave the phone number as is.

7 Digit Rule
1234567 -> 123-4567

10 Digit Rule
1234567890 -> (123) 456-7890

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula to execute on the ‘Create & Update’ event of the Account entity
  • We set it only to execute when the Main Phone number gets set initially or updated 
  • It first cleans the telephone number by removing all non digits
  • it then checks to see how many digits are in the phone number
  • Depending on the number of digits it applies a Regex which in effect is the formatting rule or it leaves it as is
  • It places the result back into the Main Phone field

View this article in full on our support portal