Hi @2chars,
This can be done with 2 custom properties and 2 workflows. I did it for Contacts, but I think you can replicate this for any object that has an Owner property.
Custom properties:
- Previous Contact Owner (Type: Hubspot User)
- Copy of Contact Owner (Type: Hubspot User)
(In the screenshots you’ll see that I called the property ‘WF - Copy of Contact Owner’ to indicate this field is only used for a workflow, but that’s just my personal preference.)
Workflows:
- Workflow 1 copies the value of ‘Contact Owner’ to ‘Copy of Contact Owner’ for each new Contact
- Workflow 2 tiggers when the ‘Contact Owner’ is changed (event-based), copies the value from ‘Copy of Contact Owner’ into ‘Previous Contact Owner’ and then the value from ‘Contact Owner’ into ‘Copy of Contact Owner’.
You can then use the field ‘Previous Contact Owner’ in a report.
Hope this helps!
Best, Ruurd
Workflow 1
Workflow 2