Workflow Issue handling

Smart CRM & Sales Hub Tips, Tricks & Best Practices
, ,
1

So, I’m creating a new workflow to copy specific property values from the Deal into the Service object.

These properties won’t all be filled, as they represent the quantities of different products sold (and not every deal will have one of everything).

I’d like to avoid getting Issues (which I have in other workflows) particularly when they report:

The deal property couldn’t be copied. The record doesn’t have this property or the property doesn’t have a value.

I know we could:

  1. Segment the workflow for all 16 properties (!), having it check if there’s a value, and only attempt to copy if there is.
  2. Ignore the Issues when they’re reported.

However, neither seems like a smart solution. 1 is a lot of work and maintenance. While #2 makes me uncomfortable as I’m potentially missing other errors/issues in the future.

Ideally, we’d have an if/then/or option in the workflows (e.g. “Copy if filled, ignore if not”) but we don’t.

Any ideas?

2

Hi @Adam_W,

There is no such option within the ‘Edit record’ workflow action (you could request it in the HubSpot Ideas section of the community), so the best options are indeed the ones you outlined: either check using branches or ignore the thrown error.

Best regards!

3

Hi @Adam_W

Option 1 sounds feasible and doable. I agree that having 16 if/then branches is a bit tedious but it gets you the desired result.

Frank

4

Hi @franksteiner79, @karstenkoehler. Thank you both for quick replies!

I’m glad that my Hub-fu has developed enough that I knew that this wasn’t possible (and was correct!). I’ve since posted an Idea as Karsten suggested. Fingers crossed! :crossed_fingers:t2: