Workflow to return part of a string of text

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Posted on by jchugg79

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.

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

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Wahaj Rashid 11,321 on at

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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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Wahaj Rashid 11,321 on at

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Is this issue resolved?

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

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JaydenPerez17 112 on at

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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.

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Bipin D365 28,983 Moderator on at

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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/

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