Hey! The advanced Calculation Formula @shajones has been one of the best updates to our CRM this year (2023).
Another massive update to Hub this year has been Same object associations. (Currently in the association beta @rwebb1 helped release). Also a one of the most impactful releases.
As we shift to a 2+ companies>company association pattern to track partner re-selling. Reporting on which companies are running as part of x network gets a little messy. While a company may be tagged as a customer-- we want to report on which parent company they are partnered through.
Example:
Child Company (Running as part of Parent B’s Agreement)
Parent A (Has Active Partner Agreement)
Parent B (Has Active Partner Agreement)**
Parent C (Not Active Partner)
Problem: We need a way to report that the child is running through Parent B and NOT Parent A or C.
While having a separate association label would potentially solve for this. . . we have some unique identifiers that already contain this information.
It would be really handy if we could roll-up data not only using association labels but also using matching property values between objects.
ie we have a unique ID in our system called Company ID (which unfortunately is type string w letters, otherwise we could use a workaround with adv calculations).
Both the active parent and child company will have matching Company ID’s.
Essentially, if we could perform a simple check before rolling-data up or down: if(parent.company_id == child.company_id, rollup, exclude)
Thanks for the awesome feature releases. Excited to see the future iterations. Feel free to reach out if you have questions!
P.s Parent-Child functionality in workflows might help solve some of this too. . . not sure who the pm on that is though otherwise I would totally tag them too 