One of our clients has a form with numerous radio select fields that asks the user to choose a 1-10 answer. Even though the value of these properties happen to be numeric, Hubspot only allows radio selects to be copied to single-line/multi-line properties in a workflow. I need to be able to do calculations with the values of these radio questions but only number properties can be used in a calculated property.
Looking for some ideas on how I could convert the radio select values to number properties.
The easy solution is to create number properties for each of the radio selects and use those in the form. However, I don’t think the client to going to like the idea of users having to manually key in their 1-10 answer for each question.
In this scenario I would have number based properties that correlate with the radio select question and then use a workflow to set the value on each end. You don’t necessarily need to copy the value if it is consistent. For example:
If Radio Button Property is “Great” then set number property to 9
If Radio Button Property is “Good” then set number property to 6
A bit up front work with workflows, but it would give you the ability to use calculated properties without a bunch of manual effort in the future.
@WVanBalen in your Deal pipeline set-up, you can set those probabilities to whatever you need. And if you limit permissions, you can protect them so no one changes them. Or you set a policy in place to ensure no single user is changing the global Deal probability setting. Would that solve it so no one changes it?
I don’t know that I understand how a radio select would change the experience. Can you provide more details of your use case and reasons if that solution doesn’t solve it for your needs? Thanks!