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Workflow Builder - Math Operation

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Angie | PurpleCow Digital
Updated 1 year ago

The workflow Math operation is a useful tool that can be used for updating numerical, monetary or date custom fields, based on a math operation. A typical scenario where this can be useful is in lead scoring. A field called lead score can be updated or incremented when the lead completes an action by clicking a trigger link, opening an email or submitting a form.

NOTE:
Only Numeric, Monetary and Date field types are supported. The Select field and Update Field can be same or different but it has to be of same field type. If the output value is negative then it will be replaced as zero.


Inside the workflow click on the plus icon:

Search for the Math Operation and click on it


Inside the Math Operation,


After selecting the custom field, add the operation here:

You can select which operand you want to use:
You can either enter a numeric value after the operator or use a custom value that has a numeric value stored in it:

After the math operation, select the custom field where you want to update the changes after the math operation is performed:
(You can use the same custom field if you want to update it after the math operation)


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