Calculation Property Doesn't Work if a Property is Blank
SOLVE
Hello,
Currently, we have the enterprise level HubSpot account and have been working on creating calculation properties to add together transactional pieces. There is a major roadblock with this property as it doesn't allow a calculation formula to run if there is a blank property. Is there any sort of workaround for this problem?
Calculation Property Doesn't Work if a Property is Blank
SOLVE
Alternative solution without using a workflow: Use Advanced Mode in the Calculation Property and combine if and is_present function before adding the properties:
Calculation Property Doesn't Work if a Property is Blank
SOLVE
This works a treat for calculations that require you to calculate with other calculations/rollups where you can't set the default value to 0, and should be marked as the solution. No longer need workflows.
Calculation Property Doesn't Work if a Property is Blank
SOLVE
Hi @MHill4 Thanks for this workaround. Could you maybe share a screenshot of your solution? I cannot get it to work myself - if I multiply an unknown value times 1, I still get unknown, not 0...
Calculation Property Doesn't Work if a Property is Blank
SOLVE
Sorry, by Constant 1, I just meant the number 1.
In the calculation property A for example, your formula would be: (Property A x 1)
That way unknowns for Property A stay unknown, but you can still include those in calculations as 0.
So for @GiantVoices example above. You would make a new calculation property for each of the properties in the proposed formula. For example "2015 Q1 Payment Amount Calc," which would equal (2015 Q1 Payment Amount x 1).
For records with unknown 2015 Q1 Payment Amount, 2015 Q1 Payment Amount Calc = 0
For records with a number entered in 2015 Q1 Payment Amount, 2015 Q1Payment Amount = the same number.
Calculation Property Doesn't Work if a Property is Blank
SOLVE
Hi All,
I believe I may have found a solution to this issue. A bit of effort upfront, but it definitely works!
Lets say: Property A + Property B + Property C = Calculation Property X
For each of Property A, B and C, just create a new calculation property, maybe labeled "Property A Calc", where you do (Property A x Constant 1) = Property A Calc. If Property A is blank, the Property A Calc property will be 0. If Property A is known, Property A Calc = Property A.
So then to get Calculation Property X, you would just do Property A Calc + Property B Calc + Property C Calc. Then it runs perfectly! AND you don't need to do any workflows and you maintain the blank status of the original field which is important!
Calculation Property Doesn't Work if a Property is Blank
SOLVE
I've built workflows that set the property to 0 if unkown but then the problem is if you have a calculation property that references another calculation, there's no way of getting the second calculation to work if all of the criteria are not met. Pretty frustrating.
I'm running into this exact issue now - Is there a best practice to set multiple default values to zero in a single workflow, or did you have to create multiple workflows to set multiple default values?
Calculation Property Doesn't Work if a Property is Blank
SOLVE
I'm not sure how this solution would help if the calculation property is calculating "Time Between". How do you put in a 0 value for a date? And even if there's a way, what about in an example where you're trying to calculate how long a deal has been in each stage for? If the deal is still in that stage you don't want a date set for it yet, but it's still a running count which isn't even being counted.
Calculation Property Doesn't Work if a Property is Blank
SOLVE
Just want to add a workflow to make sure that all blank properties used in calcuated property formulas are auto-updated to zero as new contacts/objects are added to the CRM. 🙂
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Calculation Property Doesn't Work if a Property is Blank
SOLVE
I also encountered the same case I think Hubspot should add one condition when setting up fields with the following numeric format: if the field has no value, there are two options for users to choose to be blank or zero. so the calculated fields will work