CRM

Sidds
Participant

Roll-Up/Look Up Properties?

SOLVE

Is it possible to create a roll-up property with the new custom formula feature?

 

For example, we have a company tier property under the company object, and when a deal is associated, I want the property known as Associated Company Tier to display the value existent under the company object.

 

Is it possible to accomplish this using a custom formula/calculated property?

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Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Roll-Up/Look Up Properties?

SOLVE

Got it. I don't believe the custom formula in the report would do this for you. Workflows will still be your best option to get that value to show on the deal record.

 

Also note, that if you're on Ops Hub Enterprise, you could use Datasets to get this into reports! 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Roll-Up/Look Up Properties?

SOLVE

Got it. I don't believe the custom formula in the report would do this for you. Workflows will still be your best option to get that value to show on the deal record.

 

Also note, that if you're on Ops Hub Enterprise, you could use Datasets to get this into reports! 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Sidds
Participant

Roll-Up/Look Up Properties?

SOLVE

But i am not referring to report i am referring to properties on standard objects

 

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Roll-Up/Look Up Properties?

SOLVE

Understood. As mentioned, a workflow will still be your best option.




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Roll-Up/Look Up Properties?

SOLVE

Hi @Sidds,

 

I may not fully understand what you're looking for here but this should be possible with a cross-object report using the custom report builder. I don't see the need for a custom formula in this scenario. Maybe with a couple more details, I'd suggest a different approach though.  

 

Josh

 

 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Sidds
Participant

Roll-Up/Look Up Properties?

SOLVE

Sure happy to explain more, maybe with screenshots

 

We have the following property on company object

Sidds_0-1709040326389.png

 

And the following property on the deal level

Sidds_1-1709040353894.png

 

What I am trying to achieve is that on deal level the tier property automatically gets filled (like a rollup property)

 

at the moment this is being copied via workflow from company to deal

Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Roll-Up/Look Up Properties?

SOLVE

Hey @Sidds 

do you mean that you want to update the Company Tier (going up)

when something happends with deals?

 

(Because what I understood previously was easy as to copy info from a company property to a deal property)

Maybe you can explain a bit more...

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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