How to use Change Source data in workflows and reports
I'm trying to figure out how I can use property "change source" information in workflows and/or reporting (see screenshot).
My use case: We have a number of different ways of updating data: 1. Manual 2. Workflow 3. Data import
Our manual data is more reliable than the data we set via workflows and imports.
I want to: a) Prevent workflows from overwriting manual data, whilst allowing them to overwrite data set by workflows or imports. b) View which source data came from at scale within Hubspot, without having to export property history and work with an excel.
How to use Change Source data in workflows and reports
Maybe the drill down 1 / 2 source propeties will help? @LMC-Alex
The following table shows theOriginal Traffic SourceorLatest Traffic Sourcevalues and the possibleTraffic Source Drill-Downvalues included in each category:
How to use Change Source data in workflows and reports
Hi Levi,
Thanks for your suggestion. Unfortunately that's not going to help here as these fields don't show me who (or what) was the last person (or workflow/import) to update specific properties.