Question: In workflow automation, what does "is more than" mean for a single-option csutom field?

Ted Youn
Ted Youn Member Posts: 116
First Anniversary 5 Up Votes Name Dropper First Comment
edited May 2022 in Workflow Automation #1

Greetings,

I have a question on workflow automation, especially on a condition about single-option custom fields.

In my account, each deal has a single-option custom field membership which can have one of these three values.

  1. Bronze
  2. Silver
  3. Gold
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This is a sample workflow that is supposed to be initiated when a deal is updated, especially when its custom field membership is updated.

image

But Pipedrive shows that a single-option custom field can have many comparion-based operators such as 'is more than' or 'was lower than'.

I don't think we can apply 'is more than' on a single-option custom field such as the membership field, but maybe it's because I missed something about workflow automation. What do all these comparison-based operations mean?

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Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2022 #2

    Hi Ted! 

    Yes, in this case, these "more than" options are not usable for a single-option field. Our system just shows all the available is/was etc options for all the fields, not dependant on the field type itself. Here, you would need to just select what is usable for your specific field and workflow. 

  • Ted Youn
    Ted Youn Member Posts: 116
    First Anniversary 5 Up Votes Name Dropper First Comment
    edited November 2021 #3
    Kreete K said:

    Hi Ted! 

    Yes, in this case, these "more than" options are not usable for a single-option field. Our system just shows all the available is/was etc options for all the fields, not dependant on the field type itself. Here, you would need to just select what is usable for your specific field and workflow. 

    Hi, @Kreete K.

    "Some of them may not work, so it's up to you. Use them at your own risk" sounds irresponsible.

    I believe every user expects to see the usable options only with the unusable options hidden.

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