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I am trying to create a workflow formula that parses the Comments section on a Task. Comments on the Task object will always have 'Dialed: (999)925 - 1234'. I want to extract (999)999 - 1234 and have that map to another custom field I have on the task object.

So far I have: IF(Comments(Contains('Dialed'(

not sure if this is the right way to go about this.

1 Answer 1

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So far what you have done appears right, let's reiterate what needs to be done and it should give you an idea to get the desired results:

  1. Create a Workflow rule on Task
  2. Supply a filter criteria IF(Comments(Contains('Dialed:')))
  3. Add Field update workflow action
  4. Select your Custom_Field__c to be updated
  5. In the Specify New Field Value section, select "Use a formula to set the new value"
  6. Enter the formula Right( Description , Len(Description ) - 7)

Note that the length of Filter-Criteria in step-2 was 7, that's why we eliminated those characters from the length of comments to get our desired result.

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