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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Extract specific line ...
Microsoft Dynamics CRM (Archived)

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

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Posted on by Ryan Maclean 3,070

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...

*This post is locked for comments

  • Verified answer
    Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at
    RE: Extract specific line from Multiple Lines of Text and copy to another field

    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

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Extract specific line from Multiple Lines of Text and copy to another field

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

    It contains mentioned Regular Expression.

  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at
    RE: Extract specific line from Multiple Lines of Text and copy to another field

    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

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Extract specific line from Multiple Lines of Text and copy to another field

    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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