1

In standard object Case there is Description field and there is text being inserted i'm looking for specific text/string "First Name" and i would like to move everything from the left of "First Name" to a custom text field. Is it possible with using workflow and How?

1
  • If the specific text/string are being populated from a field? I assume it is not hardcoded Jun 16 '16 at 20:25
2

To be clear, you want to move part of your Description field to another text field? Here are a couple of formulae for you:

  1. LEFT(Description, FIND("First Name",Description)-1)
  2. RIGHT(Description, LEN(Description)-FIND("First Name",Description)+1)

Here is a string of text:

"Location: Boston First Name: Bob Last Name: Jones"

  • Formula 1 will output "Location: Boston "
  • Formula 2 will output "First Name: Bob Last Name: Jones"

Thus, you can create a workflow with two field updates:

  1. Set Text__c equal to the value of formula 1
  2. Set Description equal to the value of formula 2

Tweak as needed, e.g. if you want to remove trailing spaces wrap it in a TRIM function.

3
  • Not working :( not doing anything. here is the text sample in the Description field: Agent Name: Luis Smith Agent Email: lsmith@hotmail.com First Name: h
    – Templar
    Jun 16 '16 at 21:02
  • Explain a bit further. After the workflow runs, what would you like in Description, and what would you like in the new text field? I tested those formulas in my dev environment and they produced the result I provided above. Jun 17 '16 at 19:28
  • I didn't have the workflow activated. It's working.thanks.
    – Templar
    Jun 17 '16 at 20:01

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.