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LWest0
Contributor

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

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

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3 Replies 3
BérangèreL
Community Manager
Community Manager

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

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


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LWest0
Contributor

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

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

0 Upvotes
BérangèreL
Community Manager
Community Manager

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

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


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!


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