CRM

cbierwerth23
Participant

Calculate a workflow value in the Parent company based on a field in the Child of the same name

SOLVE

I am stumped here. I need to take the total number in a custom Slots field and total them in the Parent company field called Slots. I am trying to roll up the total number of slots for the parent from the numbers in the children. I wanted to do this in a workflow to automatically update the Parent Slots view, as the Children Slot numbers will vary over time.

 

Example

Parent     Slots   2000 This figure equals the number of slots all Child

Child       Slots   1000

Child       Slots   1000

 

Any idea on how to accomplish this?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Calculate a workflow value in the Parent company based on a field in the Child of the same name

SOLVE

Hi @cbierwerth23,

 


@cbierwerth23 wrote:

Any idea on how to accomplish this?


... with a calculation property instead of a workflow 🙂 https://knowledge.hubspot.com/properties/create-calculation-properties

 

karstenkoehler_0-1717678967145.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Calculate a workflow value in the Parent company based on a field in the Child of the same name

SOLVE

Hi @cbierwerth23,

 


@cbierwerth23 wrote:

Any idea on how to accomplish this?


... with a calculation property instead of a workflow 🙂 https://knowledge.hubspot.com/properties/create-calculation-properties

 

karstenkoehler_0-1717678967145.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

cbierwerth23
Participant

Calculate a workflow value in the Parent company based on a field in the Child of the same name

SOLVE

Thanks! That did the trick

0 Upvotes