Hi!
I’m trying to notify the creator of a custom object record when that record has a particular field update. This is similar to the idea out there for notifying a task creator on task completion (except its for a custom object so wasn’t sure if there might be alternative options in this context).
I’ve tried looking at workflows but can’t figure anything out. It doesn’t look like I’m able to copy the ‘Created by user ID’ value to another User field and I’m also not able to reference it directly in the Slack notification setup.
Any help appreciated!
Hi @PieterJooste,
You’re correct, as far as I know it’s not possible to address the record creator directly. However, you can create a new custom property which is called ‘Record creator’. When creating a property, simply select the property type ‘HubSpot user’. Since you’re on an Enterprise subscription, I’d recommend making it view only directly, too.
You can then set up a workflow that copies the object owner into the ‘Record creator’ field at the time of the creation of the record – assuming that the first owner is the creator. If not, you might have to adjust your process accordingly or make the ‘Record creator’ field editable and mandatory upon creation.
Once you have a creator field, you can use it for notifications.
Best regards!
Hi Karsten,
Thanks for the response. The owner field on my custom object isn’t getting populated automatically on record creation - is there a way I can make that happen so it matches record creator?
If someone manually populates a ‘Hubspot User’ field with the value of the record creator I can get the rest of the process to work just fine. But I’m trying to avoid this manual step. Since HubSpot already knows who created the record my strategy was attempting to leverage this data point, but I’m not having any success - open to other approaches.
Thanks,
Pieter