Outcome. Every company record shows a live count of its currently open associated deals, so account visibility does not require opening the associated deals panel and counting rows.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-021
flowchart TD
A[Associated deal created, stage changed, or association changed] --> B[Rollup recalculates automatically]
B --> C[open_deal_count reflects current count of non-closed deals]
When to use it, when not to
- UseUse it on any portal where reps or managers routinely ask how many deals an account has open right now while looking at the company record.
- UseUse it as an input to account-tiering or account-health scoring alongside other company properties.
- SkipDo not use it if deals are rarely associated to companies in this portal, for example a contact-only deal tracking pattern. The rollup will show 0 for most records and add no value.
- SkipDo not treat it as a substitute for the deals list itself when a rep needs deal names, amounts, or owners, not just a count.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the reporting and alerts pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
