Compare two fields

[TGibs02]

Hi,

I am wanting to compare two properties on the same object to set another property on the same object.

The three properties are on the Deal object:

1. Deal owner

2. Company owner

3. Is a match

This is the scenario:

Deal owner = James Dunn

Company owner = James Dunn

Is a match = Yes

Deal owner = James Dunn

Company owner = Mary Smith

Is a match = No

I am hoping there is a WF action that can look at the two owner properties and set the is a match property.

Any help would be appreciated.

Thanks,

Tanya

[karstenkoehler]

Hi @TGibs02,

While this is possible with a custom code action and Javascript/Python in a workflow (requiring Operations Hub Professional or Enterprise), I find it easier to create a sync and a calculation property:

Create sync properties that copy data to associated records

Create calculation and rollup properties

• The sync property would be created on the deal object and pull the company owner.
• The calculation property would compare with an easy if statement.

Let me know if you have any follow-up questions!

[TGibs02]

Legend! Thank you. Works perfectly.