Detecting % change in a property

CRM & Sales CRM
1

Hi All,

I’m hoping to fire off some workflows when a certain property (Current $MRR) sees any jump greater than something like 30%. That property value is currently pulled through a 3rd party integration and our product but I was hoping there was a simple way to achieve this given how property history is stored and can be reviewed. I was thinking of creating an additional property like Previous MRR so I’m able to do a calculation against Current MRR…but not sure how to populate that Previous MRR prop.

Example:

MRR: $1000 (Jan 1st)

MRR: $1010 (Jan 2nd) - Does not trigger workflow

MRR: $2000 (Jan 10th) - Triggers the 30% MRR increase workflow

Thanks in advance - Apperciate any suggestions!

2

Hi @jcworth , you’re on the right track! To accomplish this:

  1. Create a custom field called ‘Previous MRR’ to store the Previous MRR.
  2. Create a custom field called ‘Current MRR - Delayed.’ This field will only be used on the backend and should be hidden from users.
  3. Create a workflow that is triggered whenever the Amount if known. See the next steps in the screenshot below. The ‘Current MRR - Delayed’ field is essntially being used to transfer the data between the two fields. Hope that helps!

JHaber6_0-1672249283224.png
JHaber6_0-1672249283224.png747×855 41.3 KB

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Jenna Haber

Vetrus Solutions

646-481-8115

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3

Thanks a ton Jenna! Worked well and inspired solutions to a few other things I was working on.

4

I agree with @JHaber6 you have to use copy operation in workflow for populating both 2 fields but yes delay is important to keep.