Context: Company object. I wanted to create rules leveraging HubSpot native property “HubSpot Team” that’s based on “Company Owner” field. This isn’t always populated so I want to fill the blanks with data from “Created by User ID” property.
My approach:
1. Create a “Company Creator” field that searches the “Created by User ID” property.
2. Copy “Company Creator” to “Company Owner” if “Company Owner” is null.
Challenge: I’m stuck on Step 1, because there is no native way to map created_user_id to name.
Wondering if anyone can give feedback on the approach or solution for this please?
Hey @CTeh - thanks for posting in the Community!
I’d like to tag in some of those legends to see if they have any insight on how to best approach this use case! @karstenkoehler, @danmoyle, and @TomM2 - any thoughts for @CTeh?
Shane, Senior Community Moderator
You’re correct - the “Created by user ID” field is unintuitively incompatible with owner / HubSpot user properties.
At the moment, you would have to use a custom code workflow action that updates your “Company creator” property with the ID from “Created by user ID”, as far as I know - at least if you want it to scale.
Alternatively, set up your workflow with branches: enroll records when “Company creator” is unknown, then set up a branch for each “Created by user ID”, then use “Edit record” to update the “Company creator” in each branch accordingly.