Deal Based Workflow to Force a Re-Calculation of a Custom Property

[Alex_L]

Hi, I am creating a deal-based workflow. We have a custom property calculation called Deal Score Intermediate which is influenced by Deal Amount, Deal Probability, and Days until Close (Time between Today's Date and Close Date). 

Is it possible to force a re-calculation of Deal Score Intermediate when we update/change either Deal Amount, Deal Probability, or Days until Close?

I tried setting the property value but Deal Score Intermediate is a read-only property so I had to copy Deal Score Intermediate over another property called Deal Score. 

[Alex_L]

This is the workflow, it include those properties (Deal Amount, Deal Probability, and Deal Priority) both known or unknown under trigger.  I noticed the Deal Score would not change when I update any of those properties unless I manually enroll a deal itself (even if it met the trigger via the test algorithm). 

[karstenkoehler · Accepted solution]

Hi @Alex_L,

Just to confirm, you have enabled reenrollment for these triggers, correct?

Best regards

[Alex_L]

Hey @karstenkoehler ,

Brain-fart...I toggled those one, I forgot we had to toggle re-enrollment for those criteria even after identified as a trigger. Thanks! Working as intended 

[karstenkoehler]

Hi @Alex_L,

Yes, this can be achieved with enrollment criteria: https://knowledge.hubspot.com/workflows/add-re-enrollment-triggers-to-a-workflow

Add 'Deal amount is known OR Days until close is known OR Deal probability is known' as enrollment triggers and enable reenrollment for these three. When a value changes, the deal will reenroll in the workflow.

Feel free to share a screenshot of the workflow for a final check.

Best regards!