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January 23, 2025Formatting a field as sentence case in GHL (GoHighLevel) ensures professional and consistent text presentation. This guide explains how to apply sentence case formatting to fields effectively.
Why Use Sentence Case?
- Improved Readability: Makes text easier to read and understand.
- Professional Appearance: Ensures a consistent look across your platform.
- Enhanced User Experience: Maintains clarity and organization in displayed content.
Steps to Make a Field Sentence Case in GHL
- Log In to Your GHL Account:
- Open the GoHighLevel platform and log in using your credentials.
- Navigate to the Custom Fields Section:
- Access the settings menu and select “Custom Fields.”
- Identify the field you want to format as sentence case.
- Edit the Custom Field:
- Click the “Edit” button next to the target field.
- Ensure the field is set to accept text input.
- Apply Sentence Case Logic:
- Use a script or automation to transform text into sentence case:
For example, in JavaScript, use:
function toSentenceCase(str) {
return str.charAt(0).toUpperCase() + str.slice(1).toLowerCase();
}
- Integrate this logic into your workflows or API calls where applicable.
- Save Changes:
- Confirm the modifications and save the updated field settings.
- Test the field to ensure the sentence case formatting is applied.
- Test the Field:
- Input sample text into the field and verify that it converts to sentence case.
Tips for Effective Sentence Case Formatting
- Validate Input: Use validation rules to ensure proper text entry.
- Automate Formatting: Implement workflows that automatically convert text to sentence case upon submission.
- Test Thoroughly: Verify the formatting on multiple records to ensure consistency.
Troubleshooting Common Issues
- Field Not Updating:
- Check if the custom field settings are saved correctly.
- Script Errors:
- Ensure the script is correctly implemented and debug any issues in the code.
- Inconsistent Formatting:
- Verify that the sentence case logic is applied uniformly across all inputs.
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Conclusion
Applying sentence case to a field in GHL enhances the professionalism and readability of your text. By following these steps, you can ensure consistent and clear formatting in your platform.