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tmcmillan99
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Convert Radio select property value to number property

SOLVE

One of our clients has a form with numerous radio select fields that asks the user to choose a 1-10 answer. Even though the value of these properties happen to be numeric, Hubspot only allows radio selects to be copied to single-line/multi-line properties in a workflow. I need to be able to do calculations with the values of these radio questions but only number properties can be used in a calculated property.

 

Looking for some ideas on how I could convert the radio select values to number properties.

 

The easy solution is to create number properties for each of the radio selects and use those in the form. However, I don't think the client to going to like the idea of users having to manually key in their 1-10 answer for each question.

 

Thanks,

Terry McMillan

1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Convert Radio select property value to number property

SOLVE

Hi @WVanBalen,

 

In this scenario I would have number based properties that correlate with the radio select question and then use a workflow to set the value on each end. You don't necessarily need to copy the value if it is consistent. For example:

 

  • If Radio Button Property is "Great" then set number property to 9
  • If Radio Button Property is "Good" then set number property to 6

A bit up front work with workflows, but it would give you the ability to use calculated properties without a bunch of manual effort in the future.

 

Thanks for the ping @kvlschaefer!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

View solution in original post

5 Replies 5
WVanBalen
Participant

Convert Radio select property value to number property

SOLVE

I have the same issue... I like to limit the Deal probability to percentages of 10, so 10%, 20%, 30%,...

Therefor I created a Sales probability as a radio select... but now I cannot copy Sales probability to Deal probability.

 

Any solution there?

0 Upvotes
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Convert Radio select property value to number property

SOLVE

@WVanBalen in your Deal pipeline set-up, you can set those probabilities to whatever you need. And if you limit permissions, you can protect them so no one changes them. Or you set a policy in place to ensure no single user is changing the global Deal probability setting. Would that solve it so no one changes it? 

 

I don't know that I understand how a radio select would change the experience. Can you provide more details of your use case and reasons if that solution doesn't solve it for your needs? Thanks! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
kvlschaefer
Community Manager
Community Manager

Convert Radio select property value to number property

SOLVE

Hi @WVanBalen,

 

Thanks for reaching out! 

 

Let's invite our subject matter experts to see if they have any insight.

Hi @Josh@TomM2@danmoyle - Do you have any advice for @WVanBalen and @tmcmillan99?

Thank you! 

 

Best,

Kristen

kvlschaefer
Community Manager
Community Manager

Convert Radio select property value to number property

SOLVE

Hi @tmcmillan99,

 

Thank you for reaching out to the Community!

 

Let's invite our community experts to see if they have insight. 

Hi @Alex_Elborn@ChrisoKlepke@SNigam - Do you have any recommendations for @tmcmillan99?

Thank you!

 

Best,

Kristen

0 Upvotes
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Convert Radio select property value to number property

SOLVE

Hi @WVanBalen,

 

In this scenario I would have number based properties that correlate with the radio select question and then use a workflow to set the value on each end. You don't necessarily need to copy the value if it is consistent. For example:

 

  • If Radio Button Property is "Great" then set number property to 9
  • If Radio Button Property is "Good" then set number property to 6

A bit up front work with workflows, but it would give you the ability to use calculated properties without a bunch of manual effort in the future.

 

Thanks for the ping @kvlschaefer!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer