I’m looking for a simpler solution for a reporting metric. For reference, we’re using the HubSpot Appointments Object & Deal Object.
I’ve got multicheck box field types on both objects that share the same options & internal values.
Appointments - Products Demo’d
Deals - Products Sold
I’m sure custom code would be the best way to handle this but we’re a limited team of two at my company so I’m hoping for a workflow or calculation solution someone has maybe tried before for our issue.
What we would like to be able to report on is the difference between these two fields. An Appointment might have Demo’d Products A, B, & C but we only Sold Products A & C. So the ‘Not Sold’ field would be a string or multicheckbox output of Product B. Is this something that is possible using a custom calculated property? Or has anyone found a workflow to do this?
TIA!
Hi @PHA_iPadag,
An easy to configure solution could rely on static lists – with one list per product.
- If product A was demoed, add record to “Product A demoed but not sold” static list
- If product A was sold, remove record from “Product A demoed but not sold” static list
Everyone still remaining on that list would be the delta you’re looking for.
How easy / complicated the “add to list” part is depends on your exact automation, but that’s probably the first thing I’d try, considering the “Edit record” workflow action doesn’t let you remove specific values.
Best regards