Outcome. Industry values imported as free text or as slightly different phrasing all collapse into one of your portal's standard industry options, so segmentation and reporting by industry are not silently split across near-duplicate values.
Workflow map
Enrollment, branches and actions at a glance
data-quality-015
flowchart TD
A[Industry known, not yet standardized] --> B[Custom code: lookup table match]
B --> C{Match found?}
C -->|yes| D[Set standardized value, status = Standardized]
C -->|no| E[Status = Needs manual review]
E --> F[Add to review list + create task]
When to use it, when not to
- UseUse it when
Industryvalues arrive from imports, integrations, or enrichment tools as free text or as a different vendor's category list, rather than matching your portal's own picklist options exactly. - UseUse it right after a bulk import from a source system with its own industry taxonomy, before that data feeds segmentation or routing.
- SkipDo not use it if
Industryis already a native dropdown on your portal with no legacy or externally sourced free-text values behind it. There is nothing to normalize. - SkipDo not use it to invent an industry value for a record with none at all. This workflow maps existing values to a standard option; it does not infer industry from company name or domain.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the data quality pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
