Inside a workflow I’m trying to create an association between a Contact and a custom object called “Locations”. Under “Create association when there are” I’m required to select “Matching property values”, which makes sense.
However when I go to add the properties for “Select a property to match on”, I’m not seeing all the properties I have for Contacts or Locations as an option to select. For example, as a test I have a Contact property titled “Alaska” and a Locations property titled “Alaska”. You’ll see in my screenshot that when I search these, they aren’t available. This is what I need to use to create the association between the two objects. I’ve tested with several other properties that would have had match values but those aren’t showing as options either. Does anyone have a solution or know why certain properties aren’t showing up as an option?
This workflow action only supports certain property types as of now - you would have to copy your property value into a helper propert with type single line text first.
From the product update: “Note: This functionality only exists for single-line text, multi-line text, or phone number properties”
There it is! Thank you! It would be nice if this changed to include the other types as these options can have typos in them. At least there’s workarounds though.
@karstenkoehler -
Question for you as I am having a similar issue. I too am trying to associate a contact to a custom property. The property I would like to match on is a Single-line text field, and unless I’m not understanding your previous comment, I should be able to match on that. However, when I look it up in the “Create Association>Select a Property of enrolled object” I’m not seeing the single-line text field property I want to match on in the drop down. Any ideas as to why I wouldn’t see it?
Also, happy to provide more context, just LMK.
Hey @TLarson5 - thanks for following up here!
Also keeping an eye on this thread to see if @karstenkoehler has any follow-up insight here.
Shane, Senior Community Moderator
@TLarson5 could you please confirm which object the workflow is based on / which record is enrolled into the workflow, what the object is that you want to associate and what the types of the properties are you want to use for matching the association?
@karstenkoehler thanks for the help here.
OK so:
1. Workflow is based on Property Value change, the property is a Thrid-party event.
2. The record type enrolled in the workflow is a conatact.
3. I’m looking to associate the enrolled contact withe a custom object.
I’ll elaborate a little more below:
We have workspaces set up where people can become members of. A person can be a member of an unlimited number of workspaces and workspaces can have an unlimimted number of members. (So it’s a many-to-many relationship).
We are currnety creating a custom peoperty “Workspace ID” when these workspaces are created via the HS APIs (so we have a record of them in HS).
Ideally, we’d like to see if we can then trigger a workflow to create an association in HS between the contact and the unique workspaces they are membersr of. That’s where I’m running into a little bit of an issue.
