Would love if there was a way we could locate the properties that exist within a workflow. The Property Settings are helpful as they tell you which workflows host the properties you’re looking for, however once you get to the workflow, looking for the individual property can be like trying to find a needle in a haystack.
Two ideas to solve:
- A dropdown under the “View” tab, with a search field that says “Find Property” and it lists all steps within the workflow the property lives within.
- A native version of Ctrl+F that lives within the workflow ecosystem.
I have several workflows with 500+ actions and need to update an action that assigns a contact owner because an employee has changed areas.
I’ve spent so much time looking at every single individual action in an attempt to locate the action that I need to update because there is no way to search within workflows.
Whether that is a native search or correct functionality of control+f, it is IMPERATIVE that HubSpot implement something to help users with this.
After reaching out to support, I was given no solution or “workaround” and was told, once again, to come to the Ideas Forum to post. I’m regularly reassured that the forum is monitored by “real people,” but see posts like this that are several years old with no response or movement.
I now resort to visiting the Ideas Forum and compiling lists of posts and links that are requesting the same features, but never hear anything regarding these features actually being worked on or the issues addressed.
Unfortunately, I can’t sit around waiting for three years until HubSpot decides that a feature that should have been included in their tool initially is worth their time to develop and until them, I am left with no solution for my problem.
+ 1 for this. We have an implementation workflow that is extremely deep. I’ve spent a handful of time looking to remove some old properties and continue to see it shown within property usage. It breaks my heart.
HubSpot please help!!!
This hasn’t gotten nearly enough attention. To date, most of my workflows have stayed smaller and simpler, but I’m starting to get into workflows with 300-500+ actions. I need to review how a property is set and if it is set correctly across different branches and it’s not feasible to scroll through to find a 1-5 actions that set that specific property.
Agreed! Need an ability to quickly locate the exact action step / branch the property is used in. The “used in” feature is good but solves 50% of the issue when dealing with changing properties in large workflows
+1 this would be so helpful when doing updates. At the moment I’ve resorted to contacting support to locate specific properties within workflows - would be a much better use of everyone’s time if we could search this and locate ourselves.
I’m Kenny, a Product Manager for HubSpot’s Automation platform.
Thank you for taking the time to share this idea — I know this response is long overdue, and I deeply apologize for the wait. I agree that there is an opportunity to improve searching through a workflow canvas. At the current moment, we do not have the bandwidth to prioritize this idea, but I am logging it on our roadmap.
*That being said, there is an alternative solution available that can help solve for this in the meantime. You can ask Breeze to locate where a property is being used. I was able to test this and confirm.
I hope this helps as a temporary solution, and if any changes arise or we develop something for this natively, we’ll update this post.*