HubSpot Ideas

ybn

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!).

1 Reply
Guillaumedlt
Member | Diamond Partner

Great idea !