Extract specific line from Multiple Lines of Text and copy to another field

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Posted on by Ryan Maclean

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Hi guys,

I was wondering if it is possible to identify a specific line within a Multiple Lines of Text field and copy the value to a seperate field?

In my organisation, we have Leads created from our Online Shop using a Zapier plugin. One of the fields that is created copies all of the Line Item data from our shop to our CRM system in a Multiple Lines of Text field. I would like to extract a specific line from this field and copy it to another field.

The data that is generated is as follows:

categories: XXXXX
item_meta: []
line_subtotal: 0.00
line_subtotal_tax: 0.00
line_tax: 0.00
line_total: 0.00
name: Product Name
product_id: 25101
quantity: 1
sku: HSE02
tags:
tax_class:
type: line_item
variation_id: 0

I would like to take the data from the line that begins "Name:" as this is the specific product that is being purchased and I'd like to make it easier for my users to find.

I hope this makes sense...

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Have you considered usage of regular expressions like:

var sourceString = @"categories: XXXXX

item_meta: []

line_subtotal: 0.00

line_subtotal_tax: 0.00

line_tax: 0.00

line_total: 0.00

name: Product Name

product_id: 25101

quantity: 1

sku: HSE02

tags:

tax_class:

type: line_item

variation_id: 0";

Regex regex = new Regex("name: (.*)\r\n");

var v = regex.Match(sourceString);

string s = v.Groups[1].ToString();//should be 'Product Name'

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Ryan Maclean 3,070 on at

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Hi Andrii,

I was hoping for a no-code solution ideally. I'm not particularly adept at jscript and I'd like to make it easy to maintain going forward.

Frustratingly I can achieve this easily in Excel with a combination of MID and FIND functions. I've looked at North52's BPA solution and I think it might work, if I can figure out the logic

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a33ik 84,331 Most Valuable Professional on at

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You can use this pack of custom workflow activities - jlattimer.blogspot.com/.../crm-string-workflow-utilities.html

It contains mentioned Regular Expression.

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Ryan Maclean 3,070 on at

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For anyone else reading this, I managed to accomplish what I was looking for by using the Business Process Activities Formula Manager from North 52 (www.north52.com/.../formula-manager-for-microsoft-dynamics-crm-xrm). This allowed me to turn an Excel formula into a function on CRM relatively easily.

I'm sure this could have been accomplished with jscript or using a number of custom workflow activities, but this was the simplest method for my specific situation

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