I have a workflow with using this Rotate record to owner step, and the “overwrite if contact has an existing owner” box is unchecked. However, it has changed contact owners nonetheless. Is there a hidden catch going on here? (it’s in a workflow that allows re-enrollment if that matters, not sure what other context might be useful)
Hi @jayanalyst,
Thanks for reaching out to the Community!
I’ve moved your reply to a new post as the post you originally replied to may not have full visibility among our community members.
Can you please share a screenshot of your workflow in addition to the workflow settings?
Thank you!
Best,
Kristen
Hi Kristen,
I’m not sure if it notified you, when I tried responding to your comment it posted my screenshot as a separate reply to the top post.
Hi @jayanalyst,
Thanks for alerting me back to your screenshot!
I tested your workflow criteria in my portal, and the enrollment details show that a contact who already has a contact owner will not be assigned to a new contact owner.
As such, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this. When you contact them, I would recommend sharing a link to your workflow, a link to one or two affected contacts, and a screenshot of your workflow settings.
Best,
Kristen