Workflow to increment a number field based on three yes/no fields

[AdamJMercer]

I need to create a workflow in which I check three yes/no fields and increment a (4th) number field by one for each yes. I’ve tried every way I can think of, as well as scouring the web, but for some reason the number field just won’t increment (even though the graphical lines suggest that the logic is sound). It’s probably something simple that I’m missing, so I hope someone on here can make me feel dumb for missing something easy. Thanks in advance.

[karstenkoehler]

Hi @AdamJMercer,

Can you please share a screenshot if your entire workflow?

In general, I think this is easier with a calculation property: Create calculation and rollup properties

If property 1 is true, return 1, if not 0 + if property 2 is true, return 1, if not 0 + …

Best regards

[AdamJMercer]

Sure. Here is the logic flow. I’m absolutely open to a better/cleaner way to accomplish what I’m trying to do. This is just the first stab at it. Any help is appreciated. Thanks and Happy Thanksgiving!

[karstenkoehler]

@AdamJMercer thank you - as I said, I would approach this with a calculation property. Have a look at the documentation and give it a try with the if-statements.

If you want to stick with the workflow, could you share more context about the following?

• Re-enrollment based on a deal being in a pipeline wouldn’t trigger the enrollment for a deal where one of the three properties changes values. What exactly should trigger enrollment?
• Can you share a screenshot of the branch criteria?