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Automation: How to extract # from summary, populate in field

Ken Rupin
March 17, 2026

Typical Ticket Summary Line Examples: 

  • "Borrower locked out, John Smith 2699776584"
  • "Need help with application Johnson 2545113243"

The number string I want to copy always starts with a 25 or 26

Upon ticket transition I would like a rule that reviews the summary line for number strings starting with a 25 or a 26 and copies that number string to a specific field (Loan Number)

I am new to advanced automation so I'm really lost with smart values and such :( 

Thank you! 

Ken 

 

1 answer

1 accepted

1 vote
Answer accepted
Ken Rupin
March 17, 2026

Think I got it....this is what is working for me right now: 

Screenshot 2026-03-17 094555.jpgScreenshot 2026-03-17 094627.jpg

Bill Sheboy
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March 17, 2026

Hi @Ken Rupin 

Well done solving your own question!

Yes, and...what is the source of your Summary field: a process, a person, both, etc.? 

I ask because the match() function can return a list of values; thus, when there are multiple numbers in the Summary matching that regex it will return a list of them.  For the smart value expression you show, that list will implicitly convert into CSV for them.

Kind regards,
Bill

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