Comparing to Fields for SmartList

[Kathryn_Langema]

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

[Devraj_Grewal]

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]

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

[Josh_Hill13]

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.

[SanfordWhiteman]

FlowBoost has native support for comparisons, and you don't even have to use temporary fields!

if ( {{Lead.Company Name}} != {{Lead.Company Name Shadow Field}} )
  return { ":http" : 200 }
else
  return { ":http" : 404 }

This is an outgrowth of my comments at http://blog.teknkl.com/fun-with-the-webhook-is-called-trigger/

[Kathryn_Langema]

Thank you! we'll explore using Webhooks.