topic Re: convert number to currency in emails in Workato Pros Discussion Board

convert number to currency in emails

johnw — Thu, 18 Jul 2024 20:33:42 GMT

after POs are booked and my recipe sends emails out to Sales and OMs to let them know what happened the prices are hard to read since there is no formatting.

for example they see:

Op Amount: $3891266.55 (USD)

they would like to see:

Op Amount: $3,891,266.55 (USD)

this seems like it's an easy ask but I can't figure it how to do it

thanks

john

Re: convert number to currency in emails

gary1 — Thu, 18 Jul 2024 20:40:50 GMT

Sounds like you need .to_currency

Re: convert number to currency in emails

johnw — Thu, 18 Jul 2024 20:48:24 GMT

is it that simple???

in the html body of an email I have it set something like this

PO Amount: $<Amount Data Pill>

Re: convert number to currency in emails

gary1 — Thu, 18 Jul 2024 20:56:03 GMT

It all depends on how your email body is written AND if you have more than one dollar amount per email.

If your email only has one amount, I would make a logger or variable, convert it with .to_currency, and then swap the data pill in the email body.

If you don't want to burn the task, then you'll have to switch your email body to formula mode, and use .to_currency on the amount in the body, and concatenate it back together.

If you have multiple values, then it'll probably be a combination of a list or multiple variables to hold the conversions, and then implementing them into the email body.

Re: convert number to currency in emails

shivakumara — Fri, 19 Jul 2024 14:21:32 GMT

Hi @johnw ,

Try with below formulae. Hopefully it solve your problem.

Just add the data pill in HTML body.
PO Amount: $<Amount Data Pill> 

@gary1 ,

You were right, but we need to modify little bit based on the Ask.

Thanks and Regards,

Shivakumara Avadhani

Re: convert number to currency in emails

johnw — Fri, 19 Jul 2024 14:24:23 GMT

but either way my whole email body would have to be converted from html to a formula, correct?

Re: convert number to currency in emails

gary1 — Fri, 19 Jul 2024 15:46:07 GMT

You can do it two different ways.

If you do the conversion in a variable before the email action, you can do this:

If you do the conversion in the message itself, you will need to make it a formula like this:

Re: convert number to currency in emails

johnw — Fri, 19 Jul 2024 15:54:20 GMT

oh so i change my existing body to a formula field and put "" around all the existing html code and do + wherever I have a data pill

Re: convert number to currency in emails

gary1 — Fri, 19 Jul 2024 16:33:28 GMT

That's pretty much it. In my opinion, it's easier and cleaner to do the conversion in a variable and insert it into the text (option 1 above). I'm splitting hairs over a single task, but it makes the email body easier to read and update.

Re: convert number to currency in emails

johnw — Fri, 19 Jul 2024 19:09:02 GMT

we currently have 5 different price fields in the email but maybe I could get creative and create a single variable with all the different price fields formatted with line fields and then add that

Re: convert number to currency in emails

gary1 — Fri, 19 Jul 2024 19:59:51 GMT

Yep, that sounds like it will work. Or just create a variable for each value conversion and then plug them into the email as needed. The variable action would still only be one task too, even if there are multiple variables within the action.

Re: convert number to currency in emails

johnw — Fri, 19 Jul 2024 20:03:42 GMT

DOH!!!!!

wait if I create a single variable step and add 5 or 10 string variables in it and default to a datapill.to_currency that is still 1 task? its the step that drives the task???

that is a game changer 🙂

Re: convert number to currency in emails

gary1 — Fri, 19 Jul 2024 20:06:07 GMT

Haha, yeah that's how it works! This is all one task: