CRM

CClark3
Participant

Adding calculation field

SOLVE

Hello,

 

Is it possible to add an Or function in a calculated field. So we have 2 properties that captures revenue by the region. So we have Americas Line item revenue and Europe linje item revneue I need to add these 2 fields together so we can start looking at revenue together. In most cases the America field may be blank but the Europe field is not we would still want to show the Europe Amount. is it a way to create a calculation that will add these 2 fields even if one is blank? 

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JPlas
Solution
Participant

Adding calculation field

SOLVE

Hello, @CClark3 thank you for posting in our Community!

 

If you want to display the total amount based on its line items, you cannot use a calculated property, as there is no option to select line items as the object for calculation.

 

The Deal Amount could be update automatically based on the associated line items if this setting is enabled. Alternatively, you can create a quote, invoice, payment link, or subscription based on the line items.

 

For more details, refer to HubSpot’s documentation:

🔗 Edit Products and Terms in the Line Items Editor

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JPlas
Solution
Participant

Adding calculation field

SOLVE

Hello, @CClark3 thank you for posting in our Community!

 

If you want to display the total amount based on its line items, you cannot use a calculated property, as there is no option to select line items as the object for calculation.

 

The Deal Amount could be update automatically based on the associated line items if this setting is enabled. Alternatively, you can create a quote, invoice, payment link, or subscription based on the line items.

 

For more details, refer to HubSpot’s documentation:

🔗 Edit Products and Terms in the Line Items Editor

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