While adding multiple conditions is handy, there’s a fairly easy workaround for this that will solve most cases. In this example, I want to calculate the revenue over 2021 in a Company calculated property, so I need to sum the amount of associated deals, where close date is inside 2021 and stage is closed won. This goes as follows:
- Create a Single line text property. Name it whatever you want. This property will only act as a condition property and won’t be visible for regular users. I like to label properties like this with the affix "SYSTEM - " to scare off any non-tech users. In my example I used “SYSTEM - Revenue year”
- Create a workflow with a trigger for each of the criteria you want to use. For instance:
- Deal stage = Closed Won
AND - Close date is between 01-01-2021 and 31-12-2021
- Deal stage = Closed Won
- Use an action step to set the filter property from step 1 to a value that you will use in your condition. In this case, I use “2021”
- Now create your calculated property, in this case a sum of associated deal amounts, and set the condition to be “your filter property == value from step 3”. In my example “SYSTEM - Revenue Year == 2021”
- And presto! Your deal amounts will be summed nicely (or whatever your use case is), but only if they meet your multiple conditions
