Apr 27, 2022 1:32 PM
Hi RevOps community.
I am currently trying to add two separate Company properties containing customers' current subscription $ amounts together into a new Total MRR subscription amount property through a workflow but am unable to find the action that will add up the two property number together into a new property
The reason why I need to do this is that I noticed when working in a workflow, the 'Create record' option only allows you to copy 1 property for the 'Copy a property to a deal property', which means that we are only able to copy 1 out of 2 products $ amounts into this new record.
As a solution to this dilemma, I am creating a new Company property that will aggregate both these subscription $ amounts, and then I can go into the existing 'create record' form and replace the existing property copy with the new property that has both subscriptions.
May 13, 2022 5:16 PM
Are you using the dropdown in the calculated property equation to choose the associated company properties you have setup with the subscription values?
Once you setup the formula to include the subscription properties, you can add a condition if you need to qualify the trigger for setting the new calculated property.
Could you share a screenshot of what you have in the setup to help us understand the issue better?
May 3, 2022 2:41 PM
Hmm, pretty neat idea. Sounds like a great way to get different splits of MRR.
Have you looked into using Calculation Properties?
MRR could equal SubscriptionType1 + SubscriptionType2 + SubscriptionType3 ... SubscriptionTypeZ
The default being 0 for each SubscriptionType.
May 3, 2022 3:57 PM
Hey @MrBean - Thanks for the recommendation for using Calculation Properties to add two properties together.
The only thing I am now stumped on is setting the new calculated property to a current value instead of just a number