You can configure text replacements over check-in responses, this allows you to replace a substring for another using regular expressions.
A regular expression (regex or regexp for short) is a special text string for describing a search pattern. At DailyBot you can configure one or more regexes in conjunction with replacement patterns that allow you to make complex substitutions in your check-ins.
This is a simple feature to set up but it requires some technical knowledge, be careful when you make changes to these settings.
How to set up this feature?
This feature can be configured by an Organization Admin or Team Manager at Check-In Settings.
To set up this feature:
- Log in to DailyBot's web dashboard.
- Go to Check-ins, click the 3 dots and select Global settings.
- Go to the "Text replacement for incoming responses" section.
- Click on the "Manage replacements" link.
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In the new window, click on Let's Start.
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Fill out the fields for "Regular Expression" and "Replacement".
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You can add or remove the fields as you need.
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Click on Save to complete the setup.
Where can I see the configured replacements reflected?
The substitutions will be applied to the check-ins responses of your organization. Below you will find a list of features where you can see the replacements reflected:
- Daily Report.
- Activity Feed.
- Responses exported as CSV, XLS, or PDF.
- Responses on "Daily Email Digest".
- Responses on "Weekly Email Digest".
- Responses on "Daily Report" or "One by One Report" at bot chat channels.
Note: The substitutions will be also applied for messages sent on kudos Skill:
- Kudos Activity: https://app.dailybot.com/kudos/activity/
- Kudos messages on "One by One Report" at bot chat channels.
- Kudos messages on "Weekly Email Report".
How to use this feature?
The most common use case is when Managers need to integrate DailyBot with external tools like JIRA, ClubHouse, GitHub or others.
With this kind of tools a task or issue usually has an ID that follows a pattern like TASK-{ID} that can be represented by a regular expression and replaced by a URL that leads to that task in the external tool.
An example with JIRA
Consider that you have configured your JIRA prefix to be "TASK", then any ticket or task follows that pattern "TASK-ID", for example: "TASK-13". You want that whenever a DailyBot user types TASK-13 in a daily standup or any check-in response, that TASK-13 word gets automatically replaced by the JIRA software URL linking to that task.
You'll do it like this:
Regular expression: (TASK-[0-9]*)
Replacement: https://www.jira.com/task/$1
Where can I find information on how to build regular expressions and replacement patterns?
We recommend the following resources to learn more about regular expressions and test them:
- https://developer.mozilla.org/en-US/docs/Web/JavaScript/Guide/Regular_Expressions
Any feedback on this feature? Please send us an email at support@dailybot.com
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