Use the history of a property for reporting/workflow/etc

NT_ — Thu, 18 Apr 2024 07:43:42 GMT

Hey community,

I haven't been able to find a solution here, but hopefully somebody knows a nice trick that doesn't involve exporting the property history or an API workaround.

Our problem is that two different persons can fill out individual properties on the same company. So right now, person 1 can fill out property A, and person 2 can fill out property B, but we don't know if it's the same person who filled out the two properties.

I was then wondering if it's possible to create another property that, based on a property, can tell us who filled out the property – property history? For example, it can be a company property called "Filled out by" that lists the different team names that fill it out. I then hoped that I could put it in a workflow that automatically gets updated whenever someone fills out property A or B.

Is this still not possible to do?

Re: Use the history of a property for reporting/workflow/etc

trevordjones — Thu, 18 Apr 2024 12:58:12 GMT

Hi @NT_ ,

Unfortunately, at this time it is still not possible to populate a field with the HubSpot user who made a change to another field without using code.

This may be possible with a custom-coded workflow action using the API. This would require an OperationsHub Professional subscription and the support of a developer.

topic Re: Use the history of a property for reporting/workflow/etc in Tips, Tricks & Best Practices

Use the history of a property for reporting/workflow/etc

Re: Use the history of a property for reporting/workflow/etc