Comparing to Fields for SmartList

Kathryn_Langema
Level 2

Comparing to Fields for SmartList

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

5 REPLIES 5
Devraj_Grewal
Level 10

Re: Comparing to Fields for SmartList

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
Level 2

Re: Comparing to Fields for SmartList

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

Josh_Hill13
Level 10 - Champion Alumni

Re: Comparing to Fields for SmartList

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
Level 10 - Community Moderator

Re: Comparing to Fields for SmartList

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
Level 2

Re: Comparing to Fields for SmartList

Thank you! we'll explore using Webhooks.