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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Workflow to return par...
Microsoft Dynamics 365 | Integration, Dataverse...
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Workflow to return part of a string of text

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Posted on by jchugg79 5

Hello,

I am looking to build a workflow that will parse out part of a string of text from one field and put it into another. For example using the screenshot below: I would like to be able to first check if the field contains "Broker Dealer =" then take the value after the = ("Jones Agency") and have it entered into a field that I will create especially for it.

pastedimage1622846212828v1.png

The hardest part is this field can have all sorts of other information in it so it is not a fixed length. Anyone know how I can do this?

Thanks,

Jason

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Workflow to return part of a string of text

    Hi,

    You don't need coding/programming skills to use this tool. You need to simply import the solution in your instance and refer that from your OOB workflow.

    github.com/.../String Functions.md

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • JaydenPerez17 Profile Picture
    JaydenPerez17 112 on at
    RE: Workflow to return part of a string of text

    Hi Wahaj, Jason,

    Did you end up getting clarification on what resolved this query?

    I have an open query that is similar, but I am not from a programming or coding background, so the instructions don't make a great deal of sense to me.

    Thanks,

    Jayden.

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Workflow to return part of a string of text

    Is this issue resolved?

    If yes, please mark the appropriate answer as verified (Click 'Yes' under 'Did this answer your question?').

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Workflow to return part of a string of text

    Hi,

    Thank you for your query.

    You can use the following workflow toolkit to use SubString:

    demianrasko/Dynamics-365-Workflow-Tools: Dynamics 365 Workflow Tools is a Community solution that expands Microsoft Dynamics 365 (CRM) Workflow features with lots of new posibilities. This helps you to build very advanced Codeless solutions in CRM. (github.com)

    Dynamics-365-Workflow-Tools/String Functions.md at master · demianrasko/Dynamics-365-Workflow-Tools (github.com)

    You can also write your own custom workflow activity.

    Sample: Create a custom workflow activity (Microsoft Dataverse) - Power Apps | Microsoft Docs 

    You can use Microsoft Flow as well, which has various String handling functions/expressions.

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