Mar 3, 2021 6:13 PM
I have custom properties:
Package 1 name
Package 1 status
Package 2 name
Package 2 status
etc.
The Package # name fields are a single line text box.
The Package # status fields are a drop-down multi-choice box.
I then created a number property field called "Live Packages."
I want Live Packages to count the number of status fields which = Confirmed Live.
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I started to do a workflow but this will be massive because the # of if-then statements are astronomical if I have even 10 of the status fields. I started to create it thusly:
If package 1 status = confirmed live, then set live packages to 1. Else set to 0.
Then I would have to do the following for both the 1 (True) and 0 (false) branches:
if package 2 status = confirmed live increase live packages by 1.
Then that would have two MORE if/then branches off of each of the original 2 so now I would have to enter FOUR of the same logic for 3. Then expands exponentially.
There has to be a better way.
Solved! Go to Solution.
Mar 4, 2021 12:28 AM
Hi @MrBenJen,
There has to be a better way.
Unfortunately, there currently isn't. It's currently not possible to let HubSpot check how many times a value occurs in properties that follow a certain naming convention, e.g. "For each occurrence of a value 1 in properties with names containing 'Package Status', increase custom property by 1". Any workaround always includes manually listing all properties that you want to cover.
The only alternative to a workflow would be a custom score property, see here: https://knowledge.hubspot.com/crm-setup/set-up-score-properties-to-qualify-leads It's slightly easier to set up and maintain. You'd create a custom score property Live packages, that grants 1 point for each "1" value in on of your package status properties.
Hope this helps!
Karsten Köhler |
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Mar 4, 2021 12:28 AM
Hi @MrBenJen,
There has to be a better way.
Unfortunately, there currently isn't. It's currently not possible to let HubSpot check how many times a value occurs in properties that follow a certain naming convention, e.g. "For each occurrence of a value 1 in properties with names containing 'Package Status', increase custom property by 1". Any workaround always includes manually listing all properties that you want to cover.
The only alternative to a workflow would be a custom score property, see here: https://knowledge.hubspot.com/crm-setup/set-up-score-properties-to-qualify-leads It's slightly easier to set up and maintain. You'd create a custom score property Live packages, that grants 1 point for each "1" value in on of your package status properties.
Hope this helps!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |