How to write an if/and calculation property to be used in a roll up

[LWest0]

Hi there!

I am trying to accomplish a roll up on the company record of closed won deals from a specific pipeline. I am running into trouble becaue you are only allowed to use one condition e.g. closed won OR pipeline ='s if i try to make the rollup on the compay itself. Therefore I'm looking for a workaround. I was hoping to write an if/and statement that is: 

IF(AND
([properties.hs_is_closed_won]= true,
[properties.pipeline]= "Post Sales",
Yes, No)

but this is coming up with an error. Does anyone have the solve or another work around for this?

Thank you!

LW

[Doc2DocLending · Accepted solution]

Since you never got an answer here, the calcuation can be fixed by changing it to:
if([properties.hs_is_closed_won]&& [properties.pipeline]= "Post Sales", true, false)

However, importantly, you can't use boolean calculation fields in roll-up fields (which is annoying), so instead you'd want to make it a number type output and use 0 or 1

if([properties.hs_is_closed_won]&& [properties.pipeline]= "Post Sales", 1,0)

Then in the "Additional Condition" in the roll-up, choose your new calculation property and set it == 1

[BérangèreL]

Hi @LWest0,

Thank you for asking the Community!

First, for information, I'd like to share these articles:

- Create calculation properties
- Custom Formula Functions
- Property field types in HubSpot

I'd like to also invite a couple of subject matter experts to this conversation: Hi @Anton, @Teun and @ChrisoKlepke do you have any tips to help @LWest0, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much ❤️ and have a great day!

Best,
Bérangère

[LWest0]

Hi Bérangère

Thank you for following up. I still have not been able to complete this... do any of your experts have any advice?

Thank you!

LW

[BérangèreL]

Hi @LWest0, I hope that you are doing well!

I'll gladly ask some other Community Members who used calculation properties too: Hi @Clare_HS, @markmhaddad, @MarijnAIHR do you have ideas to help @LWest0, please?

I'd like to ask some of our top experts to join this discussion: Hi @MelindaNelson, @hub_muc and @Anton do you have suggestions to help @LWest0, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot 🌟 and have a lovely day!

Best,
Bérangère