Custom equations - advanced mode with another property as input.

[ACH_Bonzer]

I am trying to create a new 'Company property'. I want the field to be set to Active if there's an Active deal associated to the company.

Therefore, I have tried to create an advanced calculated field which tries to pull this data from the associated deals. However, I am having troubles inputting the field [properties.deal_stage]. I guess it is because the property is under Deal instead of Company. 

Is there a way to fix this? 

Thanks in advance

[franksteiner79 · Accepted solution]

Hi @ACH_Bonzer 

What is the ultimate goal here?

Do you want to show a property at company level that marks a company as "active" or do you want just see all "active" companies in a view or list?

If it is the latter, you can simply create a company list, and filter by associated deal criteria. This would all those stages in your pipeline that are deemed as active - usually all apart from close won and lost. That gives you your list of companies that have an active deal.

You can then use that list to create a view or reports.

If you want to set an "active" property at company level, you would use that list as an enrolmenent criteria for a company based workflow which set the property to yes or active, depends what type of property you created.

You would then need a second workflow which checks if and when a company gets removed from your list to clear the active property.

Both workflows should have re-enrolment activated as companies are likely to have multiple deals and change their "active" status more than once.

I don't think custom calculation is needed or even the right approach for this use case. I hope that helps.

Frank

[ACH_Bonzer]

Thanks Frank!
This helped a lot!