Calculation properties auto-update?

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Will calculated properties automatically re-run if one of the calculation properties values changes?

For example, if a calculation property is set to run the average revenue per employee of a company based on Company Revenue property and Company Employee Count property.

Will the calculation re-run whenever the Company Revenue property or the Company Employee Count property are updated for a Company?

2

Hi @TomAilor,

Yes, calculated properties will re-calculate when a property value used in the equation is changed.

One way to check this is by clicking View property history in the left sidebar of a contact and searching for your calculated property. Any changes should show up with this note:

41193iAB7A32491B68A2D8.png

Best regards!

3

Hi Karsten, is there a way to force the calculated property to run when it’s first created?

4

Hey, @AMalek8 :waving_hand: That’s a great question. The short answer is – not possible directly. You’d need to take some action to “trigger” it. I haven’t set up a test, but my brain goes to:

  • use a workflow to copy an existing property value back onto itself,
  • use an import trigger the calculation for all your records at once by exporting them and then re-importing the file to create a bulk property update

Either approach needs some testing.

And lastly, this is the perfect question to create a new thread for. You’re likely to get more eyes on it and increase the potential for our current experts to have a workaround idea for you. If you do, feel free to tag me and we’ll get the arty started :blush:

Best