Creating custom propeties that roll up values from associated objects is an awsome feature. But sometimes there are text and dropdown properties that are needed.
Here is our my specific use case. In associated line items on a deal, there is a product category on the line item. On the Deal record, I have a category property that is a multi-select line item that has the same values found on the line items. The goal is to roll up all the product categories from the line items to the Deal property.
Hey @sboerstler, thank you for posting in our Community!
I recommended to create a custom property in the Deal record, creating a multi-select property called “Product Categories.”
To our top experts, @Lucila-Andimol @Jigar_Thakker any thoughts to share with @sboerstler?
Thank you,
Pam
Hey @sboerstler
if you think that this would be a good idea for the product team to improve how Deals and Products work together, you can post this in the idea forum here https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas