Draft Workflows Feature Request

MarwanDajani — Tue, 20 Jun 2023 16:13:46 GMT

We have 21 active workflows currently running as we automate our business. We have more planned to come as well. As our business grows, we are finding ways to improve and expand our current workflows.

Right now, I have 12 workflows that I want to expand and add more actions to. I don't want to make my changes live yet, and I definitely do not want to edit the live ones. My only option is to clone each one right now, which can get out of hand quickly. Can I version my workflows, so that once I am happy with the changes that I want to make on the live workflow, I can make it live to replace the live one?

I use Method CRM, and the way they do it is super smart, where you can create a Draft version of your live worklfow. Only the people that are testing this workflow can use the draft version, while all other users remain on the live version. Any automated process happens on the live version only. Once you are done with your changes, you make the draft live and it replaces the current live workflow.

Re: Draft Workflows Feature Request

karstenkoehler — Tue, 20 Jun 2023 16:34:43 GMT

Hi @MarwanDajani,

I have requested this a while ago here: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-draft-permissions-workflow-publish-permissions/idi-p/729339

The product team reviews these requests based on their popularity. I'd recommend you upvote and comment with your requirements.

Since posting this, I also had a meeting with the product manager who is aware of this request and hopefully reviewing it.

You can make it easier for others to find this request by accepting my reply as a solution. I'd appreciate it, too.

Best regards!

topic Re: Draft Workflows Feature Request in Data Hub

Draft Workflows Feature Request

Re: Draft Workflows Feature Request