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BalintSipos
Contributor

Trigger workflow on 2 field values set to True

SOLVE

Hey all, 

 

So triggering a workflow is relatively easy to do if you have 1 field that needs to have a specific value. 

 

However I'd like to trigger a workflow when 2 fields are set to a specific value. 

However in UI I see no option for that. I can't have an "AND" to add a second field to this Property value changed criteria. 

 

I would need to have 2 fields set to "Yes" in order for this workflow to trigger? How can I do that easily?

 

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

Trigger workflow on 2 field values set to True

SOLVE

Hi @BalintSipos,

 

Do you need the event trigger criteria for this, is it important which value was in the property before? If not, I'd recommend changing your enrollment trigger type from event to "When filter criteria is met", then specifying both property filters with the AND operator. With the event enrollment trigger type, I don't think this is possible.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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franksteiner79
Recognized Expert

Trigger workflow on 2 field values set to True

SOLVE

Hi @BalintSipos 

 

I believe the "AND" is implied, have you tested this with a sample contact to see if it would enrol?

Alternatively, don't use the "when an event occurs" filter but the "when a filter criteria is met", this shows the "AND" operater. Certain triggers work with both event and filter criteria.

 

Frank

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Frank Steiner

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BalintSipos
Contributor

Trigger workflow on 2 field values set to True

SOLVE

Thanks but you can't add another property to that when the trigger is the when an event occurs. So there would be nothing to imply on. 

 

But yeah with when filter criteria is met I can add the AND operator. Which should work: 

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

Trigger workflow on 2 field values set to True

SOLVE

Hi @BalintSipos,

 

Do you need the event trigger criteria for this, is it important which value was in the property before? If not, I'd recommend changing your enrollment trigger type from event to "When filter criteria is met", then specifying both property filters with the AND operator. With the event enrollment trigger type, I don't think this is possible.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
BalintSipos
Contributor

Trigger workflow on 2 field values set to True

SOLVE

You are right. I don't need the previous value. I just set it up with when filter criteria is met. 

Thanks Karsten.

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