Is this workflow possible?

Brad Krause_13404
Brad Krause_13404 Posts: 518

Two separate deal details fields: A & B 

A is single option and B is multiple option

Only one of the fields can have a value selected for each deal. 

Is it possible to erase the value of A if B has a value and is it possible to erase the value of B if A has a value set?

Or rather set the value to 'none'? Of the other field.

We wouldn't need two separate fields if it was possible to have some of the selection items in that field be only single options and some be able to be selected as multiple options as part of groups in that field. 

 

 

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    I think 2 automation flows should help you do this:

    Trigger: Deal Updated

    Condition: Field A has changed and Field B is not empty

    Action: Clear Field B

     

    Create another automation flow and interchange A and B in the above flow.

    I wonder if there will be a recursive loop, and that is why I added the additional condition to check if the other field is not empty. Worth a try.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 2021 #3

    I think 2 automation flows should help you do this:

    Trigger: Deal Updated

    Condition: Field A has changed and Field B is not empty

    Action: Clear Field B

     

    Create another automation flow and interchange A and B in the above flow.

    I wonder if there will be a recursive loop, and that is why I added the additional condition to check if the other field is not empty. Worth a try.

    Maybe it's because I am on the workflow Beta I am not seeing an option to clear a field or set it as none.