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Kathryn_Langema
Kathryn_Langema
Level 2
December 7, 2016
Question

Comparing to Fields for SmartList

  • December 7, 2016
  • 1 reply
  • 3009 views

Hi - Does anyone know how to compare values for two fields so that you can see the non matching ones.

Example of a Filter I tried that didn't work:

    Company Name: is not {{lead.Company Name Shadow Field}}

Can I not use tokens in field name filters? Does anyone have another way to do a comparison between fields?

Thanks,

Kathryn

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1 reply

Devraj_Grewal
Devraj_Grewal
Level 10
December 7, 2016

Unfortunately, you cannot use tokens within a smart list to compare two fields, there are several ideas open.

A workaround is to export the smart list and use conditional formatting to highlight duplicates.

Kathryn_Langema
Kathryn_LangemaAuthor
Level 2
December 7, 2016

Bummer. Thanks. I was hoping to get alerts when they didn't match in real time.

Josh_Hill13
Josh_Hill13
Level 10
December 7, 2016

You can do this with a webhook. Not sure if anyone posted code, but I know the workflow design was posted. We just developed this. But it does require a separate processor like Zapier to do this.

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