I want to calculate the total value of all potential deals using a calculation to add the value of multiple properties. But not all clients have the same build of solutions. Users select ‘Y or N’ for the service and then a conditional calculation of that service is populated in a seperate property. If the selection is ‘N’, the calculated property has a null value. These can’t currently be used in a calculated property even though they are created as numeric fields (i.e. for Y values, the property is calculated as a number).
Suggestion: Can ‘Null value’ properties be recognised as ‘0’ so they can be used in a formula?
You need to recognize that the current formula builder is too limiting to users in too many instances. Directing users to instead use a workflow for an arbitrary calculation that should be handled on the property level is just bad experience.
Like - Sure you have nested IF and you can use AND or OR in between arguments, but you have such basic level function available, and you can’t condition for when the property is inherently blank, so your function like is_known() cant’ be used.
Hubspot could up the ante by looking at how Salesforce does it, they have MUCH better toolkit for the custom formulas, e.g. CASE, like shown here,
Their available functions and operators just simply outshine what Hubspot has - simple as that.