Currently, when creating a note for a ticket, or writing comments/replies in the Conversations tab, pasting data from a spreadsheet (like Excel) will insert it as plain text. While you can insert an Excel file as an attachment, it would be hugely helpful to be able to paste table data formatted as a table.
This functionality exists in most Microsoft Office products and makes it a lot easier to read and transfer data.
Second this. As is, you can’t even use a monospace font to jury rig a table, as it looks like a trim function is being applied to each line to clear extra spaces.
Bumping this!
To add to this, being able to paste a Table into a Quick reply email from a ticket would be so helpful!
Be so helpful to be able to past an spreadsheet into notes and to then be able to edit that sheet .
an absolute no brainer . . same issue with tasks
How do I tag the devs here? This is very much required!
This would be huge. We use service tickets to track our implementations. We can’t have a status for every item that is done (would be WAY too many), we’d like to have a mini “project plan” on the ticket to track some of these smaller items. Very hard to do with plain text. Would be great if we could pin a note to the top of a ticket that has a table pasted into it that the owner of the ticket could update.
This would indeed be incredibly valuable for deals/tickets/tasks.
In our use case, a ticket is a customer request which nearly always consists of multiple sub-requests which needs to be tracked individually.
Hence, a simple table in the note would allow us to organize each sub-request with its relevant data columns and status.
Managing this in a plain text note is a huge pain and forces us to use a Google Sheet for each Hubspot ticket which really defeats the purpose.
So, we had a good work around going here…as long as the data in Excel was formatted as a TABLE, it pasted in just great. But THAT function went away in the last 5 days. Now even the TABLES paste in as plain text.
Is it possible to find out what changed in the last week or so?
second this - hubspot missing a basic feature here
We track regular details in our notes like feedback, it is easier in a table where we can add dates, assignment etc or to process bulk questions and who they are assigned to.
Please add this soon as this will make a huge difference in usability for many
Definatly a no brainer.
I noticed that if you create a workflow and add a “Send internal email notification” step, when configuring the body of the email, there is an option to insert a tabel, dont see why this cant be replicated easily on notes and tasks ect.
I cannot believe that in 2023, this feature is still missing.
It is frustrating that we cant include tables in ticket responses, or email communications.
Hey all,
Adding my vote to this, but also adding a half-way solution I stumbled across as I was fiddling.
The note body can be altered by HTML, so I tested the creation of a note activity using a custom code action (Req Opshub) - I dropped a html table in for use in the note body. Testing the code below returned this result:
So no borders by the looks of it, but it does seem to add some formatting in. I’ll probably just add a | in between the columns for my use case. Hopefully this’ll helps some of you out there!
const axios = require('axios');
exports.main = async (event) => {
const headers = {
'Content-Type': 'application/json',
'Authorization': `Bearer ${process.env.INSERTTOKENHERE}`
}
var text = `
<table border="1" cellpadding="5" style="border-color: black;">
<tbody>
<tr>
<td>Column 1</td>
<td>Column 2</td>
</tr>
<tr>
<td>Text 1</td>
<td>Text 2</td>
</tr>
</tbody>
</table>
`;
let body = text;
axios.post('https://api.hubapi.com/crm/v3/objects/notes', {
"properties": {
"hs_timestamp": Date.now(), // Current time/date
"hs_note_body": body, // Body of the note
}
}, {
"headers": headers
})
.then(function(response) {
//2. Associate Engagement to the currently enrolled object.
var engagementID = response.data.id;
axios({
method: 'put',
url: 'https://api.hubapi.com/crm/v3/objects/notes/' + engagementID + '/associations/ticket/' + event.object.objectId + '/note_to_ticket',
headers: headers
})
.then(function(res) {
console.log("RESPONSE: " + JSON.stringify(res.data))
})
.catch(err => {
console.log('Error: ' + err.message);
})
})
.catch(err => {
console.log('Error: ' + err.message);
});
}
Hi @Stevie-Kv, thanks for that code. But how is it possible to implement it into a snippet? Searched in the Hubspot-Help, but they are also just mentioning, that html works - but not how?
Thanks a lot
Hans
es kann doch nicht sein, dass es IMMMMMMMMMMMER noch nicht implementiert ist?
Need this
A really needed feature - it would make a huge difference for having more structured notes, would love to be able set up a snippet that includes a table for the team to fill. There are many use cases how we would use it, but most importantly as a way to organize the data we get on sales calls on client platform metrics.