String Snippets

Custom Code Snippets — Strings & Names

Copy-paste examples for building names, slugs, titles, IDs from text, and templated email bodies inside a Custom Code workflow step. Each snippet uses only the helpers the sandbox exposes — Str, plain JavaScript, and the standard regex engine.

The Str helper covers what you'll reach for most often: capitalize, lowercase, uppercase, trim, slug, truncate, contains, startsWith, endsWith, replace, split, join.

Build a full name from first + last

const first = Str.trim(record.first_name || "");
const last  = Str.trim(record.last_name  || "");

const full = [first, last].filter(Boolean).join(" ") || "Unnamed";

returnData("full_name", full);
returnData("initials", `${first.charAt(0)}${last.charAt(0)}`.toUpperCase());

Build a formal salutation ("Dear Mr. Smith,")

// Inputs: title (custom_val "Mr."/"Ms."/"Dr."), last_name (record_val)
const title = Str.trim(params["title"] || "");
const last  = Str.trim(record.last_name || "");

const salutation = (title && last)
  ? `Dear ${title} ${last},`
  : (last ? `Dear ${last},` : "Hello,");

returnData("salutation", salutation);

Title-case a messy string

// Inputs: raw_title (custom_val or record_val)
const raw = params["raw_title"] || "";

const titled = raw
  .toLowerCase()
  .split(/\s+/)
  .map(w => Str.capitalize(w))
  .join(" ");

returnData("title", titled);

Build a URL slug

// "Hello World!! v2" -> "hello-world-v2"
const slug = Str.slug(params["title"] || record.name || "untitled");
returnData("slug", slug);

Truncate with ellipsis

// Inputs: body (record_val), max_chars (custom_val, e.g. 140)
const max = Number(params["max_chars"]) || 140;
returnData("preview", Str.truncate(params["body"] || "", max));

Compose a templated email body

const user  = loggedInUser || {};
const order = params["order_obj"] || {};

const body = [
  `Hi ${Str.capitalize(user.first_name || "there")},`,
  ``,
  `Thanks for order #${order.id}. Your total was $${Num.format(order.total || 0, 2)}.`,
  `We'll email tracking once it ships.`,
  ``,
  `— The Team`
].join("\n");

returnData("email_body", body);
returnData("email_subject", `Order #${order.id} confirmed`);

Mask part of a string (last-4 of a card or SSN)

// Inputs: card_number (custom_val "4242424242424242")
const raw = (params["card_number"] || "").replace(/\D/g, "");
const last4 = raw.slice(-4);
const masked = raw.length > 4
  ? `${"*".repeat(raw.length - 4)}${last4}`
  : raw;

returnData("masked", masked);
returnData("last4", last4);

Replace {{tokens}} in a template string

// Inputs: template (custom_val) e.g. "Hi {{name}}, your code is {{code}}"
const template = params["template"] || "";

const values = {
  name:  loggedInUser.first_name || "there",
  code:  crypto.randomUUID().slice(0, 6).toUpperCase(),
  brand: getAppDetails("name", "Our App")
};

const rendered = template.replace(/\{\{\s*(\w+)\s*\}\}/g, (_, key) =>
  Object.prototype.hasOwnProperty.call(values, key) ? String(values[key]) : ""
);

returnData("rendered", rendered);

Extract the domain from an email

// "ada@acme.co.uk" -> "acme.co.uk"
const email = (params["email"] || record.email || "").toLowerCase().trim();
const at = email.indexOf("@");
const domain = at > -1 ? email.slice(at + 1) : "";

returnData("domain", domain);
returnData("is_gmail", domain === "gmail.com");

Escape a value safely for a CSV cell

// Inputs: value (record_val)
function csvEscape(v) {
  const s = String(v == null ? "" : v);
  if (/[",\r\n]/.test(s)) return `"${s.replace(/"/g, '""')}"`;
  return s;
}

returnData("csv_cell", csvEscape(params["value"]));

Strip HTML tags down to plain text

// "<p>Hi <b>there</b>!</p>" -> "Hi there!"
const html = params["html_body"] || record.body || "";
const plain = html
  .replace(/<br\s*\/?>/gi, "\n")
  .replace(/<[^>]+>/g, "")
  .replace(/&nbsp;/g, " ")
  .replace(/&amp;/g, "&")
  .replace(/[ \t]+\n/g, "\n")
  .trim();

returnData("plain_text", plain);
returnData("char_count", plain.length);

Pad a numeric ID to a fixed width

// 42 -> "INV-000042"
const n = Number(params["invoice_number"]) || 0;
const padded = String(n).padStart(6, "0");

returnData("invoice_code", `INV-${padded}`);

Word count and reading time

// Inputs: body (record_val)
const text  = (params["body"] || "").trim();
const words = text ? text.split(/\s+/).length : 0;

returnData("word_count", words);
returnData("reading_minutes", Math.max(1, Math.ceil(words / 200)));

Check if a string contains any term from a list

// Useful for keyword tagging / spam filters
const haystack = (params["text"] || record.body || "").toLowerCase();
const flagged  = ["urgent", "asap", "immediately", "lawsuit"];

const hits = flagged.filter(term => haystack.includes(term));

returnData("flagged", hits.length > 0);
returnData("flagged_terms", hits);

Trim emoji and non-ASCII from a name

// "John 🎉 Smith" -> "John Smith"
const cleaned = (params["name"] || record.first_name || "")
  .replace(/[^\x20-\x7E]/g, "")
  .replace(/\s+/g, " ")
  .trim();

returnData("clean_name", cleaned);