CRM

seliMiles
Membre

Filtering a view with a comma separated list of company IDs

Résolue

Is it possible to create either an active list, or a company view where Company ID = multiple IDs? E.g. Company ID is one of Company ID1, Company ID2, Company ID3

 

The only way I've been able to do this so far is to create a list with multiple OR statements for Company ID, and then create a Company view for companies that are list members of this list....but this isn't scalable:

seliMiles_0-1603475704322.png

 

I have tried importing a single column CSV of Company IDs in the hopes I could then use that as a static list, and then create a company view where the company is a list member of that uploaded list. However the single column upload file fails.

If anyone has any info to share that would be great.

3 Solutions acceptées
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filtering a view with a comma separated list of company IDs

Résolue

Hi @seliMiles,

 

You should be able to copy multiple values at once by putting them in one column and filling a second column with semicolons, as shown in the screenshot below:

 

copy.png

 

When you select and copy A1:B4, then paste it into the 'is equal to any of' field in HubSpot, the system should recognize separate values.

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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GRajput
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Filtering a view with a comma separated list of company IDs

Résolue

Hi @seliMiles - Yes it is possible to create either an active list, or a company view where Company ID = multiple IDs

1. Create a Company property of single-line text type and name it such as "Temporary company id".

GRajput_0-1646944098352.png

 

2. Create a workflow and set trigger value where company id is known

   Then , Copy company property Company ID to company property Temporary company id

GRajput_1-1646944127138.png

 

3. After creating workflow we create an active list of company view where company id=multiple id

GRajput_2-1646944127091.png

 

GRajput_3-1646944127107.png

 

I hope this will help you out.

 

Thanks,

Gaurav R




Gaurav Rajput
Director, MarTech( Growth Natives)

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asgeirbambusa
Solution
Participant

Filtering a view with a comma separated list of company IDs

Résolue

Workaround solution for the field "is qual to": replace the semicolons (;) with OR

Voir la solution dans l'envoi d'origine

12 Réponses
GRajput
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Filtering a view with a comma separated list of company IDs

Résolue

Hi @seliMiles - Yes it is possible to create either an active list, or a company view where Company ID = multiple IDs

1. Create a Company property of single-line text type and name it such as "Temporary company id".

GRajput_0-1646944098352.png

 

2. Create a workflow and set trigger value where company id is known

   Then , Copy company property Company ID to company property Temporary company id

GRajput_1-1646944127138.png

 

3. After creating workflow we create an active list of company view where company id=multiple id

GRajput_2-1646944127091.png

 

GRajput_3-1646944127107.png

 

I hope this will help you out.

 

Thanks,

Gaurav R




Gaurav Rajput
Director, MarTech( Growth Natives)

Book a meeting


JLestréhan
Participant

Filtering a view with a comma separated list of company IDs

Résolue

Actually an answer! Thanks a lot @GRajput 

kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

Filtering a view with a comma separated list of company IDs

Résolue

Thanks for sharing, @GRajput


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MarceloSchmidt
Membre

Filtering a view with a comma separated list of company IDs

Résolue

I landed here with the same problem, and the issue is that with Contact ID we don't have the `is equal to any of` option.

AAugustine
Participant

Filtering a view with a comma separated list of company IDs

Résolue

Any update on this? That particular contact id field is not taking multiple values. Please update that text box to accept multiple values with OR or semi column seperation.

karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filtering a view with a comma separated list of company IDs

Résolue

Hi @seliMiles,

 

You should be able to copy multiple values at once by putting them in one column and filling a second column with semicolons, as shown in the screenshot below:

 

copy.png

 

When you select and copy A1:B4, then paste it into the 'is equal to any of' field in HubSpot, the system should recognize separate values.

 

Hope this helps!

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.

JerrySuhrstedt
Membre

Filtering a view with a comma separated list of company IDs

Résolue

@Anonymous dude, this comment just ended two hours of research.  Been trying to paste in multiple values from an excel spreadsheet.

Thanks!!!!

AAugustine
Participant

Filtering a view with a comma separated list of company IDs

Résolue

This is not working for the contact id field, but worked for most other fields. Why is the contact id field textbox set to accept only one value? It does not take more values even on typing manually. 

seliMiles
Membre

Filtering a view with a comma separated list of company IDs

Résolue

Thanks for the response. For whatever reason I can't get HubSpot to accept it...

 

multiselect.gif

BencoCreative
Membre

Filtering a view with a comma separated list of company IDs

Résolue

Hey seliMiles - I'm sure this is long since resolved (or given up on!) - but I was tackling similar solutions related to copy/paste use of data - for the benefit of anyone else landing on this thread, the problem being faced above is because the field being pasted into is a 'is equal to' field, and not an 'is equal to any of' field. The latter accepts multiple entries, and works fine with copy / paste data from my experience; whereas the former does not. 

asgeirbambusa
Solution
Participant

Filtering a view with a comma separated list of company IDs

Résolue

Workaround solution for the field "is qual to": replace the semicolons (;) with OR

kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

Filtering a view with a comma separated list of company IDs

Résolue

Thanks for sharing this workaround, @asgeirbambusa!


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