Hi,
I’ve search the solution for a long time but I still can’t complete the setting, so hope that someone could help me.
I want to create a list for contacts who had 2 or more deals that has fragrance in deal’s property called ‘category’ . If a contact is in the list , then a workflow will automatically add ‘fragrance’ to contact’s property named ‘prefered category’.
How to set the list and the workflow.
Thank you.
Hi @NicoleHsiao
You can follow the following steps as shown in the screenshot below.
1. Create the list.
2. Create a workflow.
Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.
Thanks!
Hi, thanks for your reply.
But i have some questions.
The XYZ test list means that the contacts have more than 2 deals and has any deal which Category is fragrance.
However, I would like to filter people who has 2 or more deals that has fragrance in deal’s property called ‘category’. For example, a person who has five deals and only 1 deal has category’ fragrance’ is not the target of my list.
Hi @NicoleHsiao,
This requires a calculation property: Create calculation and rollup properties
You would create this property on the contact record and set it up like this:
Under “Create condition”, you’d specify the category “Fragrance”.
After creation, this property will return the number of associated deals that have this category. You can then use it in your workflow and enroll contacts where this number is greater than or equal to 2.
Let me know if you have any follow-up questions!
Hi @NicoleHsiao,
What property type is “Category”?
Single-line text
Hi @NicoleHsiao,
Calculation properties require the condition fields to be a field with defined options. You would have to convert your single-line text field into a dropdown select, for example, or use a workflow to copy the information from your single-line text property into a dropdown select property.
