Outcome. Every existing contact gets a normalization rule applied once in a single controlled run, instead of only new records benefiting while the historical backlog stays inconsistent.
Workflow map
Enrollment, branches and actions at a glance
data-quality-031
flowchart TD
A[Manually enrolled from Legacy records list] --> B[Custom code: apply standing normalization rule]
B --> C[Set normalized property value]
C --> D[Remove from Legacy records list]
When to use it, when not to
- UseUse it when you add or change a normalization rule (a country picklist, a phone format, name casing) after go-live and need it applied to records created before the rule existed.
- UseUse it when you want a one-time correction, not a permanent recurring scan of the same records; see data-quality-048 for the recurring maintenance version.
- SkipDo not use it as your only pass if new records keep arriving during the run. Pair it with the standing event-based workflow that already normalizes new and edited records, so the two do not fight over the same field.
- SkipDo not use it on a property whose normalization rule you have not already tested on new records. Confirm the standing rule works first, then reuse the exact same logic for the backlog.
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.3 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.
