Lookup First Name from the Full Name | Voters

Lookup First Name from the Full Name

6 Stars Cleaning

Lookup First Name from the Full Name

The option to Lookup the First Name in a different table so we can use it in automations for the specific table

January 5, 2024

Tommy Martin

Hi. Until Smartsuite allows us to split up the “Full Name” field, I’ve created a solution that splits the Full Name—plus adds proper capitalization.
• “Nickname” text field  
• Formulas below capitalize everything correctly.
If Full Name = “clayton reynolds” and Nickname = “bob”, the official name is “Bob Reynolds”. If Nickname is blank, it becomes “Clayton Reynolds”.  
These fields will let you drop just the first name/nickname into email templates and automations, including within Lookups.
— FORMULAS —
fx First Name  (capitalizes Nickname / first name):
IF(IS_NOT_NULL([Nickname]),
CONCAT(UPPER(LEFT([Nickname],1)),MID([Nickname],1,999)),
IF(FIND(" ",[Full Name])>0,
CONCAT(UPPER(LEFT(LEFT([Full Name],FIND(" ",[Full Name])),1)),
MID(LEFT([Full Name],FIND(" ",[Full Name])),1,999)),
CONCAT(UPPER(LEFT([Full Name],1)),MID([Full Name],1,999))
))
fx Last Name  (capitalizes last name):
IF(FIND(" ",[Full Name])>0,
CONCAT(UPPER(MID([Full Name],FIND(" ",[Full Name])+1,1)),
MID([Full Name],FIND(" ",[Full Name])+2,999)),
"")
Hope this helps.