Calculate the number of deals that have a certain property inside a company record

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dmattauch
Contributor

Hey,

 

There's probably a easy solution but i can't find a way to do that with workflow.

 

Inside my deals i created a yes/no property. let's call this property X

 

If my company has several deals, i want to know the number of deals that have the value "yes" for the property X

 

When i create a deal-based workflow the option "increase or decrease value property" is only available for deals, not for the company record. 

 

Any ideas ?

 

Thanks

David

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @dmattauch,

 

If you have access to workflows, you should also have access to calculation properties which we can use here.

 

You'd create a company-based calculation property which looks like this:

 

karstenkoehler_0-1628848161344.png

 

Let me know if you have a follow-up question!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Most Valuable Member

Hi @dmattauch,

 

If you have access to workflows, you should also have access to calculation properties which we can use here.

 

You'd create a company-based calculation property which looks like this:

 

karstenkoehler_0-1628848161344.png

 

Let me know if you have a follow-up question!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

dmattauch
Contributor

oh perfect thank you