topic Re: Count the amount of values in a multi checkbox property in Data Hub

Count the amount of values in a multi checkbox property

LMeier61 — Mon, 20 Feb 2023 16:29:27 GMT

Hi HubSpot community,

We are currently testing the Ops Hub.

One use case I was hoping to solve with it, is the following.
We want to introduce an Account health per customer. Therefore we would like to use available data in HubSpot.
We are selling our core software with additional modules.
In total we offer 10 modules.
Now I would like to count the values being added per customer to calculate upsell potential.

E.g. We have 10 modules available, but a customer only uses 5. So in the field "Modules" on Company level, I would want to count the selected values and add them to a number field.

5 --> 5 out of 10 (50% coverage) / 6 --> 6 out of 10 (60% coverage)

Can anyone help me?

Re: Count the amount of values in a multi checkbox property

00000 — Tue, 21 Feb 2023 19:39:00 GMT

Hello,

An outline of the workflow used to fulfill a similar request from my organization is below. (A screenshot is also included to help illustrate though its quality is faded.)

1. Create a number property for the counter. In this sample we will call it Modules Counter.

2. Create workflow for the object.

Filter: Modules property is known.

If/Then branch check 1: Modules is any of option 1.

If yes:

Increase Modules Counter property by 1.

Go to Action If/Then 2.

If no:

Go to If/Then 2.

If/Then branck check 2: Modules is any of option 2

If yes:

Increase Modules Counter property by 1.

Go to Action If/Then 3.

If no:

Go to If/Then 3.

Etc. Repeat the If/Then checks for all options.

The screenshot below also includes a step after the trigger to clear the counter property since my organization's object needs to be able to enroll multiple times.

Hope this helps! If you have any questions or would like me to clarify something, please let me know.

-Chel

Re: Count the amount of values in a multi checkbox property

LMeier61 — Wed, 22 Feb 2023 09:04:11 GMT

Thanks a lot.
Great idea and it works.

Re: Count the amount of values in a multi checkbox property

MChen36 — Fri, 17 Mar 2023 20:33:11 GMT

Would you be able to share a larger screenshot of your solution? When I click it, I'm unable to zoom in at all.

Re: Count the amount of values in a multi checkbox property

00000 — Fri, 17 Mar 2023 22:06:33 GMT

Yes, you are right; the image quality was not good. I resaved it below with additional notes.

Re: Count the amount of values in a multi checkbox property

MChen36 — Fri, 17 Mar 2023 23:08:06 GMT

Thank you for the quick response! This is so helpful.