HubSpot Ideas


Setting Deal Multiselect from Line Item's Dropdown

I need to be able to copy through a workflow a Line Item's Dropdown value to a Deal's Multiselect field.


The use case is the following:

Product's are linked to a PnL Dropdown.

When I add a line item it will had this PnL value to the Deal's corresponding Multiselct field.

Then I can filter deals based on PnL even though the deal filters don't allow filtering based on line item properties.


For now workflows only allow me to append one multiselect value from a dropdown. This means I need to make an IF/THEN with a branch for each item in my PnL dropdown (that's a lot!).

2 Replies
Member | Diamond Partner

Great idea !


Upvote this idea - we also have a massive workflow running having to add all line item names individually instead of just selecting this. 

Our use case: we want to push Slack notifications on deals we create or close and in these notifications mention the Plan of the deal (which is line item information). Currently we have a massive workflow with split between New business and Existing business and close to 20 if/then branches each. Really not easy to maintain!!