topic Deal Search API in Custom_Code of Workflow Step. Filter Multiple Checkbox Field in APIs & Integrations

Deal Search API in Custom_Code of Workflow Step. Filter Multiple Checkbox Field

soccery387 — Thu, 02 Dec 2021 16:02:08 GMT

I have a Custom_Code Step where I'm searching deals on a field that is a multi-select. If I search for a specific value it equals, it works fine, but the minute I change it to see if it has one of the items checked, it does not

WORKS

const PublicObjectSearchRequest = { "properties": ["dealname","project_type" ], "limit": 100, "sorts": [ { "propertyName": "project_type", "direction": "DESCENDING" } ], "filterGroups":[ { "filters":[ { "propertyName": "project_type", "operator": "EQ", "value": "AB" } ] } ] } const apiResponse = await hubspotClient.crm.deals.searchApi.doSearch(PublicObjectSearchRequest);

DOES NOT WORK

const PublicObjectSearchRequest = { "properties": ["dealname","project_type" ], "limit": 100, "sorts": [ { "propertyName": "project_type", "direction": "DESCENDING" } ], "filterGroups":[ { "filters":[ { "propertyName": "project_type", "operator": "IN", "values": ["CD","AB"] } ] } ] } const apiResponse = await hubspotClient.crm.deals.searchApi.doSearch(PublicObjectSearchRequest);

Can someone assist with what's being missed here?

Re: Deal Search API in Custom_Code of Workflow Step. Filter Multiple Checkbox Field

Teun — Fri, 03 Dec 2021 07:31:18 GMT

Hi @soccery387 ,

I might be completely wrong here, but is "IN" a valid operator for the Search API?
You could pass multiple filterGroups with the "EQ" operator instead. When multiple filterGroups are included in the request body, they'll be combined using a logical OR operator.

Re: Deal Search API in Custom_Code of Workflow Step. Filter Multiple Checkbox Field

soccery387 — Fri, 03 Dec 2021 16:36:08 GMT

@Teun thanks for your reply. I can use the "IN" operator with Deal Search when I do this in Postman. I just cannot get it to work within a Workflow Custom_Code Step. I understand I could use the EQ and stack multiple requests, but am trying to keep the requests and code clean

Re: Deal Search API in Custom_Code of Workflow Step. Filter Multiple Checkbox Field

webdew — Wed, 29 Dec 2021 09:51:52 GMT

Hi @soccery387 ,

please use this code :
var options = { method: 'POST',
url: 'https://api.hubapi.com/crm/v3/objects/deals/search',
qs: { hapikey: '' },
headers:
{
'Content-Type': 'application/json' },
body: {
"filterGroups":[
{
"filters":[
{
"propertyName": "pipeline",
"operator": "EQ",
"value": "agent_sales"
},
{
"propertyName": "dealstage",
"operator": "EQ",
"value": "booking_stage"
},
{
"propertyName": "associations.contact",
"operator": "EQ",
"value": event.object.objectId
}
]
}
]
},
json: true };

request(options, function (error, response, body) {

Hope this helps!
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