topic Reformat a single custom object record in Dashboards & Reporting

Reformat a single custom object record

KSchmidt8 — Wed, 20 Mar 2024 14:24:22 GMT

We have a need to reformat a Custom Object record to basically transpose the list of columns from horizantal to vertical so that we could save that to a pdf or export it for use in next step of workflow outside of Hubspot. For our example we are capturing specs for a sourcing request that we want to send to a vendor. We currently would need to export that row and apply a template that essentially transposes the columns and values. This could be a new visualization in the custom reports or preferably an option for a selected record in a view? Anyone have an integration or other creative suggestion?

Re: Reformat a single custom object record into a table

PamCotton — Wed, 20 Mar 2024 22:11:02 GMT

Hey @KSchmidt8 thank you for posting in our Community!

I would recommend creating a custom module in HubSpot that represents the structure of the data you want to transpose. Ensure that this module contains fields for each column you want to transpose. Or you can develop an integration using the HubSpot API. This integration should fetch the data from the custom object record and transform it into a format suitable for a table. You can use any programming language of your choice to achieve this, such as Python, JavaScript, etc.

To our top experts @RSchweighart @TainaSipilä do you have any recommendations for @KSchmidt8?

Thank you,

Pam

Re: Reformat a single custom object record

RSchweighart — Thu, 21 Mar 2024 00:05:33 GMT

Hi @KSchmidt8,

Here's an attempt at a solution. There's a chance I misunderstood you, so please correct me if I did.

I am going to use Google Sheets to collect and transpose the information, but there are a number of potential solutions.

Create a custom property called something like "Send to Vendor" and make it a Single Checkbox type.

Then, create a workflow and set up the trigger to Send a Vendor = 'Yes' and allow re-enrollment. Then, connect Google Sheets.

Set up Your Google Sheet to collect the information

Add another sheet to your workbook and enter the transpose formula in cell A1

Build the step to send information to Google Sheets

Set "Send to Vendor" property back to 'No' to allow for re-triggering in the future, if desired.

Publish the workflow. No need to enroll existing records as there won't be any that meet the criteria.

Add the Send to Vendor property to your view and test it out.

Note this solution is only viable for sending one record at a time.

Let me know if this missed the mark on your intended use case. If there's more details to add, please provide them, and I can modify the recommendation.

Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.

Re: Reformat a single custom object record

KSchmidt8 — Wed, 27 Mar 2024 18:51:25 GMT

Thank you Ryan, we have m365 environment so we'd need this idea to work with excel and I don't see an app to connect for excel. Let me know if I'm missing something... A co worker mentioned idea of creating a workflow webhook to power automate to do the reformatting. Let me know what you think.

Re: Reformat a single custom object record

RSchweighart — Mon, 01 Apr 2024 19:15:16 GMT

No problem, Karen. There's not an app connector for Excel in HubSpot's workflows like Google Sheets. Power Automate might work, but I'm not sure how to do it off hand. I think it'd need some more detailed coding as there aren't native connectors to HubSpot within Power Automate.

Zapier is a solution I'm familiar with that is similar to Power Automate that should be able to work. Make (formerly Integromat) would be another possible solution.

Let me know if you're interested in seeing a potential solution in Zapier.