HubSpot Ideas

basil

Allow Multiple Conditions for Calculated Properties of Type Count / Sum

It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or workflow filters where we can combine multiple conditions with AND / OR that would make calculated fields much more powerful for us.

50 Comentarios
lwillems
Miembro

any update on developments ?

 

ADerbyshire
Participante

 Hi @Shay Is there an update on the ability to add multiple criteria in calculated fields? Is a beta release soon?

bCubbit
Participante

+1 on my side, a necessary feature to property delineate what needs calculating and what does not.

Shuler
Colaborador

Would love an update on this feature!

Estado actualizado a: In Planning
hhiggins
Equipo de producto de HubSpot

Hi everyone!

This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

 

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

 

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.

JHumphreys1
Participante

I'm currently migrating onto HubSpot and this is a big limitation - I'm having to create an additional calculated field combining multiple conditions in order to use the rollup functionality. 

Estado actualizado a: Idea Submitted
hhiggins
Equipo de producto de HubSpot

Hi everyone!

This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

 

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

 

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.

Estado actualizado a: Idea Submitted
hhiggins
Equipo de producto de HubSpot

Hello! I wanted to provide a quick update, because calculated properties now support multiple 'and' conditions as noted in this update. (It specifies rollup-type properties, but also applies to calculated properties, confirmed by the product team.) I'm not marking it as 'delivered' yet because 'or' conditions aren't part of this product release. I'll update this post if any updates regarding 'or' conditions come out. Thanks! 

ADerbyshire
Participante
It would also be helpful if there was an option for "Contains" so we could
use some of the text fields or multi-select fields in the conditional
properties.
KatyaManges
Colaborador | Partner nivel Platinum

Hey folks! 

 

Looks like there was product update launched last week that provides this feature! https://app.hubspot.com/product-updates/6084254/new-to-you?offset=30&rollout=241885

 

Multiple conditions are now able to be added to roll up properties!