Scenario Overview

In this scenario, we want to ensure the quality of all Contact Addresses. We want to run a check on the addresses in the Contact entity to make sure they do not use the special characters " , ; , < , > 

We will run this formula whenever a Contacts Address fields have been changed (or created) . It will catch the changes to the Contact record before they are sent to the database and remove any of the special characters above.
 

https://www.youtube.com/watch?v=IRIkMDGwsM8

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• A formula of type 'Save - Perform Action' is created on the Contact entity
• This Formula will be triggered whenever an Contact is created or any of the fields below are updated
  • Address 1: Street 1    Address 1: Street 2    Address 1: Street 3    Address 1: City    Address 1: State/Province    Address 1: ZIP/Postal Code    Address 1: Country/Region
• The formula will search the address fields and remove any of the following characters " ;,<> before the fields are saved to the database

North52 Decision Suite Steps

• Create a new formula of type 'Save - Perform Action'
• Set the Mode to 'Server Side'
• Set Event to 'Create & Update'
• Set Source Entity as 'Contact'
• Set Source Property (by holding Ctrl) to:
  • Address 1: Street 1
  • Address 1: Street 2
  • Address 1: Street 3
  • Address 1: City
  • Address 1: State/Province
  • Address 1: ZIP/Postal Code
  • Address 1: Country/Region
• Expand Deployment Settings, click on Pipeline Stage and set it to 'Pre-Operation (Synchronous ) '
• Right-click the Decision Sheet and select Set Sheet Options > Use Target Entity
  • ​Note that if you are on the Formula Editor instead of the Decisions Table, click on Commands >Toggle Editor

• Click on cell A2
• Right click and select Delete > Delete Column
  • We don't need any conditions for this example
• Select column B to G
• Right click and select Insert > Insert Action
• Click on cell A2 again
• Go to the Source tab and search for "Address 1: Street 1"
• Select 'Address 1: Street 1'
• Select cell A4
• Click on the X on the right hand side to expand the formula editor.
• Enter ReplaceMultiple(XXX, '",>,<,;', '') 
• Highlight the XXX
• Click the Source tab and select  'Address 1: Street 1'
• It now should be ReplaceMultiple([contact.address1_line1], '",>,<,;', '')
• Collapse the editor by clicking on on X in the top right corner again
• Click on cell B2
• Repeat above steps for all address fields, moving to the cells beside the previous. 
• Click Save
• You are now ready to test.

Testing 

To test this, go to a contact record and enter any of the following characters into one of the address fields from above. When you save, the character will be removed from the record.