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Administrator Guide
Last Updated: 2024-09-20
Format Text

Format Text

Security:
Custom Field Management
 domain in the System functional area.
You can use the calculated field to remove or replace special characters and delimiters in single instance or text fields, or change fields to upper, lower, or proper case. You can also use the calculated field in certain integrations, such as bulk mailings for postal entities that require text to be in a specific format.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Format Text
     from the
    Function
     prompt.
  3. On the
    Calculation
     tab, select a single instance or text field from the
    Source Field
     prompt.
    If you select a single instance field, Workday uses the display ID value of the field.
  4. Select 1 of these options from the
    Options
     prompt:
    Option Description
    Lower Case
    Formats the text in lower case.
    Proper Case
    Capitalizes only the first letter of each name or word
    Replace Delimiter
    Removes or replaces special characters and delimiters.
    If you enter:
    • A space in the
      Replacement Text
       field, Workday treats that character as null or empty.
    • Special characters in the
      Text Delimiter
       field, copy the character exactly as-is. Workday treats the double space characters used in those languages as 1 character. This is particularly true for characters from Asian languages.
    Workday replaces 1 special character at a time and replaces values exactly as entered.
    Upper Case
    Formats the text in upper case.
  5. (Optional) In the
    Advanced
     section on the
    Additional Info
     tab, select the
    Do not use Alternate Display ID
     check box from the
    Options
     prompt.
    Instead of using the alternate display ID, Workday uses the display ID from the original value while formatting the text.
Original Value
Upper Case
Lower Case
Proper Case
logan mcNeil
LOGAN MCNEIL
logan mcneil
Logan Mcneil
James D. Moore
JAMES D. MOORE
james d. moore
James D. Moore
123 main street
123 MAIN STREET
123 main street
123 Main Street
You can create:
  • Additional calculated fields.
  • New calculated fields from within a format text calculated field.