Does anyone else find it confusing when generating lists or workflows which “type” to choose? The selection dashboard should include examples of each to help determine which type best applies to your scenario. I find it particularly confusing when the task at hand includes several record types. Further explanation on the page shown below may solve this.
Hi @pianam,
The product team is actually currently redesigning this experience - to let you pick enrolment criteria instead of an object first. It sounds like that update will make things easier for you.
You might find this private beta as “Create workflow redesign” under Settings > Product Updates.
"In the past, when creating a workflow, the first step was to choose an object type.
For newer customers who haven’t yet learned HubSpot terminology, the choice is overwhelming and confusing.
For all users, this meant you had to commit to one object, before even knowing if the trigger you need exists within that option. If the trigger you needed wasn’t available there, you’d either assume it’s not a feature workflows offers (though it really might be, but somewhere else) or go through the trouble of abandoning that workflow, and starting a new one all over again.
With this change, after clicking “Create workflow” from the workflows homepage, you’ll go directly into the workflow builder, where you can browse all of the possible workflow triggers and start building based on that choice. When a trigger is selected, the object type will be set for the workflow automatically where possible (for example, if a form submission trigger is set, the workflow type will be a contact workflow) or you’ll be prompted to choose an object if the selected trigger could apply to multiple different objects (for example, property change triggers).
This update makes it easier for to you to find the best fit trigger for the task at hand, while making the workflow building process quicker, with fewer clicks and decisions required in order to get started."
Best regards
Thank you, this is a great change! I just signed up for the beta. 