Hey y’all-
I have a list of around 14 tags that we have labeled “Deal Components”. These live at the deal level and i’m trying to get them all to roll up to their associated primary company.
So far I have created a rollup property on the company level and a workflow to push tags to that rollup, but i’ve found that using workflow Edit record only appends or replaces values. Becuase of this I can’t maintain a live aggregate across all associated deals.
Is anyone aware of a good work around for this?
Thanks for your time!
Hi @CLuehrmann,
Edit: I misread your reply - just to confirm, are you looking to remove options that were deselected from the roll up?
If so, there’s no simple way to achieve this. I would approach it as follows:
- Whenever a deal component changes, set a company property to “Yes”
- Use this “Yes” as enrollment trigger for a company workflow with 14 nested branches where each branch checks if there’s an associated deal with that particular component (and if so, append it to the roll up) - before clearing the “Yes” at the end
With custom code, this can be handled more elegantly.
Best regards
Hey Karsten! Thanks so much for replying. I’m thinking custom code would likely be the right path here. Thank you again!
Native workflows can’t maintain a true aggregate across multiple associated deals because they only append or replace values. I’d skip the workflow and use a company rollup property directly from associated deals if possible. If you need a deduplicated, always-accurate list, you’ll likely need a custom-coded workflow or external automation to recalculate the values whenever a deal changes.
@WWilliam6 workflows can handle this, see my previous reply - it simply isn’t a short workflow. Roll up properties currently can’t roll up checkbox values from associated records, unless I missed a product update.