I'm hoping to fire off some workflows when a certain property (Current $MRR) sees any jump greater than something like 30%. That property value is currently pulled through a 3rd party integration and our product but I was hoping there was a simple way to achieve this given how property history is stored and can be reviewed. I was thinking of creating an additional property like Previous MRR so I'm able to do a calculation against Current MRR...but not sure how to populate that Previous MRR prop.
Hi @jcworth , you're on the right track! To accomplish this:
Create a custom field called 'Previous MRR' to store the Previous MRR.
Create a custom field called 'Current MRR - Delayed.' This field will only be used on the backend and should be hidden from users.
Create a workflow that is triggered whenever the Amount if known. See the next steps in the screenshot below. The 'Current MRR - Delayed' field is essntially being used to transfer the data between the two fields. Hope that helps!
Hi @jcworth , you're on the right track! To accomplish this:
Create a custom field called 'Previous MRR' to store the Previous MRR.
Create a custom field called 'Current MRR - Delayed.' This field will only be used on the backend and should be hidden from users.
Create a workflow that is triggered whenever the Amount if known. See the next steps in the screenshot below. The 'Current MRR - Delayed' field is essntially being used to transfer the data between the two fields. Hope that helps!