Workflow enrollment for deals with assigned deal of labeled assignation

[adam7282]

I have use case when I need to enroll workflow whenever particular proeprty of deal has been changed. Enrollment shuld be triggered for:

- deals which as in particular pipeline

- [and] deals which ahve assidned another deal in labelled assignation

Setting critectio for first condition was not a problem. I'm having troubles with second condition. 

So, lets say I have deal-to-deal relationship labelled "Respective deal". I want to enroll my workflow only for these deals which have that assignation filled up by any deal (huge part of my deals don't have assigned deal in that relationship).

How I can achieve that ?

[MHolzer]

@adam7282 

I personally wouldn't ever recommend to use this filter trigger option, what karsten is mentioning bc its just overall bad, slow and can't be used for reenrollment and is never worth to use because you can always have a property for it which is simpler and clearer.


you can just create a roll up property which prob does the two filter criteria u asked for

you then just use this property in the workflow u want as a trigger and put " is greater than or equal to 1" and enable reenrollment.

This should prob do it!
If you have any questions feel free to reach out to me! 🙂

[karstenkoehler · Accepted solution]

Hi @adam7282,

In the enrollment criteria of your workflow, when adding a filter, change the "Filtering on" dropdown from "Deal (Current Object)" to "Deal (Associated object)":

You can then pick any filter that applies to all deals, e.g. "Record ID is known".

Once you have this added, you can specify an association label here:

An associated deal with that label is now an enrollment requirement.

Best regards

[adam7282]

Hi @karstenkoehler , 

that makes sense, but what if I have two deal-to-deal associations ? how hubspot will know then that I want to check one particular relationship ?

[karstenkoehler]

@adam7282 have you followed the instructions from the second screenshot? This is where you can specify the association label.

[adam7282]

Thanks a lot! That solution worked. I was confused because of no ability to select particular label during creation of criteria, it's possible only later while actually editing a criteria