Workflow to increment a number field based on three yes/no fields

[AdamJMercer]

I need to create a workflow in which I check three yes/no fields and increment a (4th) number field ...

[karstenkoehler · Accepted solution]

Hi @AdamJMercer,

Can you please share a screenshot if your entire workflow?

In general, I think this is easier with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

If property 1 is true, return 1, if not 0 + if property 2 is true, return 1, if not 0 + ...

Best regards

[AdamJMercer]

Sure. Here is the logic flow. I'm absolutely open to a better/cleaner way to accomplish what I'm trying to do. This is just the first stab at it. Any help is appreciated. Thanks and Happy Thanksgiving!

[karstenkoehler · Accepted solution]

@AdamJMercer thank you - as I said, I would approach this with a calculation property. Have a look at the documentation and give it a try with the if-statements.

If you want to stick with the workflow, could you share more context about the following?

• Re-enrollment based on a deal being in a pipeline wouldn't trigger the enrollment for a deal where one of the three properties changes values. What exactly should trigger enrollment?
• Can you share a screenshot of the branch criteria?

[karstenkoehler · Accepted solution]

Hi @AdamJMercer,

Can you please share a screenshot if your entire workflow?

In general, I think this is easier with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

If property 1 is true, return 1, if not 0 + if property 2 is true, return 1, if not 0 + ...

Best regards