Better editing options for custom workflow properties

HubSpot Ideas
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Status: Idea Submitted

1

We so value the ability to create and set custom properties on workflows; it helps us keep our workflows organized in a way that folders and standard workflow properties cannot.

The process for editing a workflow property, however, is quite convoluted and limited. Currently the only way to set/edit a property on a workflow is to go to the index listing, check the box/es for the workflow/s you wish to edit, and click the “edit” icon at the top (same as you would to bulk edit on another object’s index page).

Ideally, we would also be able to edit workflow properties via some or all of the following actions:

  • When writing or editing a workflow description in the editor
  • Under File > Organize in the workflow editor menu OR under Edit in the workflow editor menu
  • When clicking the “More” dropdown next to a workflow on the index page
  • When clicking the “More” dropdown on a workflows details/performance page
2

Agreed - we would also value the index page view working like the contacts/companies object where you can make quick edits inline. The current edit process to organise our workflows is disjointed and inefficient if the only way to update the fields is in bulk.

3

I’d also love this.

Another add: prompt the user to check on the workflow properties when cloning workflows.