Does anyone know if in the advanced formula builder, we can call upon data in associated records?
Hey @Shuler, thank you for posting in our Community!
Certainly! In HubSpot, you can indeed reference data from associated records using calculated properties. Calculated properties allow you to perform calculations or concatenate data from multiple properties, including properties from associated records. (More information here)
I want to invite our top experts to this conversation @danmoyle, @Josh , @Aakar any recommendations for the @Shuler matter?
Thank you,
Pam
Hi Pam,
The question was in the custom equation option. There doesn’t appear to be a current option to use associated records in the custom calculation area. All options that are available are only from that exact object.
@Shuler yes you can reference associated onbjects and their properties in a calculated property. Here’s a short video example:
Thanks @danmoyle for your reply - however I am looking to use associated records in the advanced formula section. Is that possible?
@Shuler when you say advanced formula, I don’t see that verbirage exactly. Are you talking about creating a “custom equation”?
Or is there a different type of calculated property you’re working on?
Correct - a custom equation using the advanced formula builder at the bottom to insert fields from associated records.
@Shuler okay - in my testing, when using a Custom Calcuation, I only see properties from the same object.
When I search for those Company properties in my initial example, they aren’t available. So that tells me that it’s not currently possible to use cross-object properties in that specific area.