I’m trying to create a calculated property on a Deal that counts how many items have been selected in a multi-select deal property. Each selected item in the multi-select represents a deliverable in our product development workflow, and I need to calculate the sum of checked options so I can report on progress, track remaining work, and build dashboards by stage.
I’m hoping to confirm whether HubSpot currently supports counting values inside a multi-select through a calculation or rollup property, or if the only solution is to convert each deliverable into its own single checkbox field.
Hi @paddington,
This can be achieved with either a calculation property or a workflow, but requires that you check for each value individually, unfortunately, with a branch or an if statement.
For example: if property contains value A, return 1, if not 0 + if property contains value B, return 1, if not 0 + etc
This was discussed in this thread, for example: https://community.hubspot.com/t5/CRM/Count-Number-of-Options-in-CheckBoxes/m-p/1052052
Alternatively, you could use a workflow that enrolls records whenever the checkbox property changes, then runs a custom code (available in Operations Hub Professional or Enterprise).
Lastly, there are probably also ways to achieve this with third-party automation (Zapier, Make, n8n etc).
Best regards!
thank you. i have implenmented the second method to avoid the creation of so many fields