Workflow Triggers using a contact property that a custom equation resulting in a percentage
SOLVE
I have a workflow in which I would like to filter by a percentage. Hub Spot indicates that I must use a real number and not a percentage. Yet I am able to create a property using a calculation filed resulting in a percentage.
I would like to filter my workflow by adding a % of a population that is for example over 50%.
Additional information:
Worfkflow is triggerd from a Form
Form asks population of a school
I have a property that can calculate a percentage of ethnic make up of population of school but would now like the workflow to filter out a percentage that is equal or greater that ( X). Hub Spot indicates it can't filter on percentage
Currently HubSpot doesn't support decimal points in number filters. As an easy fix, you could add * 100 to the calculation of your property. Now, instead of filtering for contacts with >50%, for example, you'd filter for contacts >50.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Could you try and create a new custom property instead of changing the existing one? I just created one from scratch and was able to save the equation.
If that doesn't work, could you let me know what number format you've chosen for "Asian/Pacific Islander" and "How many students..."?
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Workflow Triggers using a contact property that a custom equation resulting in a percentage
SOLVE
Thank you. I will try. I have to delete a couple of the calculation properties as HS will only allow me a total of 5 (it says). My number formats are both number fields.
Could you try and create a new custom property instead of changing the existing one? I just created one from scratch and was able to save the equation.
If that doesn't work, could you let me know what number format you've chosen for "Asian/Pacific Islander" and "How many students..."?
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Workflow Triggers using a contact property that a custom equation resulting in a percentage
SOLVE
This makes sense but I'm not quiet grasping how to set the calculation up. When I add the * 100 to the calculation it won't allow me to save the equation so I'm still missing a step?
Currently HubSpot doesn't support decimal points in number filters. As an easy fix, you could add * 100 to the calculation of your property. Now, instead of filtering for contacts with >50%, for example, you'd filter for contacts >50.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer