Creating a workflow that doesn't filter a specific empty field

UR
Member

Hi,

 

I want to create a workflow that does the following:

 

I've got a field "Number of employees". This field is a text field not a number field and sadly this cannot be changed now.

Now I want to create a workflow that puts all contacts where this number of employees field is NOT one of the numbers 1-29 or NOT completely empty into a different deal phase.

 

My problem is getting the empty field part. For the 1-29 part I put in "is not equal to 1,2,3,4...". But I don't know how to solve the not an empty field part.

 

Is there any way of creating a filter like this?

 

 

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4 Replies 4
Josh
Recognized Expert | Platinum Partner

Hi @UR,

 

You should be able to use "is Unknown" to accomplish this.

unknown.png

 

 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

UR
Member

No this doesn't work because I only want the contacts that have numbers from 30 and above put into a different deals phase. 

 

The workflow is suposed to be

 

Put all contacts

 

where the employee number field is NOT 1, 2, 3 ... 29 

OR

where the employee number field is NOT empty/NOT unknown

 

into a different deal phase.

 

This should lead to every contact where a number above 29 was entered being put in that different deal phase.

 

Do you understand what I mean? Because of that your suggestion doesn't work I believe

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Josh
Recognized Expert | Platinum Partner

Hi @UR ,

 

I believe I understand but I believe it should work. See screenshot below:

Screen Shot 2021-10-21 at 8.06.06 AM.png

 

You may not need the if/then branch, depending on how the other contacts will be handled. You could also accomplish enrollment using List Membership and an active list using the same criteria.

 

Josh




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

UR
Member

Hi Josh,

 

I found a different workaround and solved my problem.

 

But thanks anyway!

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