Lists, Lead Scoring & Workflows

BAtanasoski9
Member

Number of checkboxes selected

SOLVE

Hello. 
I have a property that is a "Multiple checkboxes" property.I need the number of the values selected, rather than the actual value. 
Ex. 
Property called "Country"
     - USA              (selected)
     - Mexico         (NOT selected)
     - Brazil            (selected)
     - Argentina    (selected)
     - Denmark      (NOT selected)

I would need the nimber of the selected countries, in this case the number 3.
My initial idea was to create a workflow that would update another property based on the what was selected. But by having 10 options, the math gets crazy. 
So, is there any way of using Java or integrations to help me get this done? 
Thank you

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Number of checkboxes selected

SOLVE

Hi @BAtanasoski9,

 

I'll try to rephrase.

 

You have one number property that's called Number of values selected, for example. This is the property that counts how many options/values have been selected.

 

Let's assume your property, whose values you want to count for each contact, is called Selection and it has values A through E.

 

Your workflows would look like this:

  • Workflow 1: If Selection is "A", then increase Number of values selected by 1.
  • Workflow 2: If Selection is "B", then increase Number of values selected by 1.
  • Workflow 3: If Selection is "C", then increase Number of values selected by 1.
  • Workflow 4: If Selection is "D", then increase Number of values selected by 1.
  • Workflow 5: If Selection is "E", then increase Number of values selected by 1.

 

That way, if a contact selects "B" and "E", for example, two workflows will trigger (2 and 5). Each will count up the number property by 1, resulting in a value of 0+1+1=2 in the property Number of values selected.

 

Does that make sense?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Number of checkboxes selected

SOLVE

Hi @BAtanasoski9,

 

It feels wrong but: You should get what you're looking for by creating 10 separate workflows which +1 an enumeration property. One workflow for each value.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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BAtanasoski9
Member

Number of checkboxes selected

SOLVE

Hey Karsten.

The workflow/s would be too complicated, and even if build properlly it would create a mess once we need to add, delete or change any of the options. 
I wanted to see if this can be done by using "Java code" or maybe some integration or something. 
Thanks

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Number of checkboxes selected

SOLVE

Hi @BAtanasoski9,

 

The workflows wouldn't be complicated, they would all be quite simple in fact:

 

Workflow 1: Enroll contact when property value is 1, then count up number property by 1

Workflow 2: Enroll contact when property value is 2, then count up number property by 1

Workflow 3: Enroll contact when property value is 3, then count up number property by 1

... et cetera

 

Whenever a new property value is added, you would simply add one workflow. There isn't any complicated branching for combinations happening here.

 

Best regards!

 

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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BAtanasoski9
Member

Number of checkboxes selected

SOLVE

I'm sorry but I don't understand. 
The property is a deal property

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Number of checkboxes selected

SOLVE

Hi @BAtanasoski9,

 

I'll try to rephrase.

 

You have one number property that's called Number of values selected, for example. This is the property that counts how many options/values have been selected.

 

Let's assume your property, whose values you want to count for each contact, is called Selection and it has values A through E.

 

Your workflows would look like this:

  • Workflow 1: If Selection is "A", then increase Number of values selected by 1.
  • Workflow 2: If Selection is "B", then increase Number of values selected by 1.
  • Workflow 3: If Selection is "C", then increase Number of values selected by 1.
  • Workflow 4: If Selection is "D", then increase Number of values selected by 1.
  • Workflow 5: If Selection is "E", then increase Number of values selected by 1.

 

That way, if a contact selects "B" and "E", for example, two workflows will trigger (2 and 5). Each will count up the number property by 1, resulting in a value of 0+1+1=2 in the property Number of values selected.

 

Does that make sense?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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NathanBW
Member

Number of checkboxes selected

SOLVE

I'm trying to do something similar here, and the problem I have with this workflow is the Number of values selected can only be increased and never decreased. So if a user checks a box but then later clears it, the value doesn't change accordingly.

 

Any suggestions?

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BAtanasoski9
Member

Number of checkboxes selected

SOLVE

That makes sence. 

This could work. 
Thank you

0 Upvotes