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LWest0
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Truncate a Property Using a Calculation Property

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Hello,

 

I'd like to create a new property on the Deal object that takes the Record ID and truncates it to 5 values. Is this possible? I've tried to do calc like LEFT(Record ID, -5), etc. but I haven't been able to land on anything. Any known sollution?

 

Thanks!

 

LW

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trevordjones
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Truncate a Property Using a Calculation Property

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Hi @LWest0 ,

 

Actually this community post from @karstenkoehler explains a workaround that you could use to do this quite well.

- Trevor
If my post solves your problem, please accept it as a solution.

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danmoyle
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Truncate a Property Using a Calculation Property

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Hi @LWest0 (thanks for the tag @trevordjones). Could I ask - why change the record ID in a new property? Is there a different solution for something you're trying to solve? 

 

If record IDs are 11 digits like "19283620712" and you truncate it, you could have a bunch of Deals with the same 5-digit property "19283." I'm unsure what this would do for you? 

 

As Trevor & Karsten mentioned, there's probably an Ops Hub custom cide you might be able to do, but if we know the why, maybe there's something altogether different to offer? 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
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https://impulsecreative.com/
LWest0
Colaborador(a)

Truncate a Property Using a Calculation Property

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Thanks to you all and good point Dan! We are essentially looking for an automated unique ID # with 5 digits. You're right that truncating Record ID wouldnt work in that regard. Didn't see a way to set an automated unique number either. Is this possible? Thanks so much again!

trevordjones
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Especialista reconhecido(a) | Parceiro Diamante

Truncate a Property Using a Calculation Property

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Hi @LWest0 ,

 

Actually this community post from @karstenkoehler explains a workaround that you could use to do this quite well.

- Trevor
If my post solves your problem, please accept it as a solution.

Jnix284
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Truncate a Property Using a Calculation Property

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Nice find @trevordjones, thanks for sharing!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

LWest0
Colaborador(a)

Truncate a Property Using a Calculation Property

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Yes! Thank you so much Trevor & everyone else who helped out.

karstenkoehler
Membro do Hall da Fama | Parceiro
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Truncate a Property Using a Calculation Property

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Hi @LWest0,

 

I can confirm what @trevordjones shared; as far as I know this requires an Operations Hub Professional or Enterprise subscription if you want to do it natively. https://developers.hubspot.com/docs/api/workflows/custom-code-actions

 

You could alternatively explore third-party solutions like Zapier to see if their automation capabilities help you solve this: https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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LWest0
Colaborador(a)

Truncate a Property Using a Calculation Property

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Hi Trevor!

 

Thanks for getting back to me & exposing a solution and our limitations! We don't currently have that license so any other suggestions would gladly be accepted.

 

Thank you!

 

LW

trevordjones
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Truncate a Property Using a Calculation Property

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I wish I had more to offer! I can say that I personally know of no solutions that will do what you are asking for without custom code.

Maybe Jennifer or Dan will have an alternative to offer.
- Trevor
If my post solves your problem, please accept it as a solution.

trevordjones
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Especialista reconhecido(a) | Parceiro Diamante

Truncate a Property Using a Calculation Property

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Hi @LWest0 The only idea I can offer  you is to use a custom coded workflow action to grab those last five digits and copy them into another property.  However, custom coded workflow actions will require an OperationsHub Professional license.

 

@Jnix284 and @danmoyle , do you have any other ideas that might help, here?

- Trevor
If my post solves your problem, please accept it as a solution.

Jnix284
Participante de valor | Parceiro Elite
Participante de valor | Parceiro Elite

Truncate a Property Using a Calculation Property

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@trevordjones and @LWest0, I also don't have a workaround solution without having access to custom coded actions...unless you want to go the really really manual route.

 

You can export your data to Excel, create a second column for your custom property and use the =TRUNC(number,[num_digits]) formula to generate your new value, then import it back to HubSpot.

 

As @danmoyle mentioned, if you can share your use case or more details, we can likely come up with a solution that could solve for the need in a different way.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin