CRM

CClark3
Member

Formula fields

SOLVE

Hello,

I'm having an issue with formula fields. I want a field that tracks funding we get from partners to help with deals. So what I need is if a partner gives 20k on a deal worth a 100k for the client portion field be populated automatically with 80k So amount-Partner funding. Partner funding is not on all deals so it would be if this field is known. When I try to create this formula I get an error but not understanding why. This is the formula I'm trying. Could any one help to see what I'm missing? 

 

if(is_known([properties.partner_funding]),([properties.amount_in_home_currency] -[properties.partner_funding]),0)

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Formula fields

SOLVE

@CClark3 it looks like there are two issues:

  • "If" needs to be lowercase "if"
  • "Partner funding" doesn't seem to be a number property

You can try to convert the "Partner funding" string to a number using this function:

 

karstenkoehler_0-1728532966628.png

 

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Formula fields

SOLVE

Hi @CClark3,

 

Could you please share a screenshot of the entire configuration, including calculation type etc and ideally the exact error message?

 

Best regards

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.

0 Upvotes
CClark3
Member

Formula fields

SOLVE

Hello,

 

Yes I've attached a copy of the formula I usedPartnerfunding (1).PNG

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Formula fields

SOLVE

@CClark3 it looks like there are two issues:

  • "If" needs to be lowercase "if"
  • "Partner funding" doesn't seem to be a number property

You can try to convert the "Partner funding" string to a number using this function:

 

karstenkoehler_0-1728532966628.png

 

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.