Enroll and Re-enroll to Workflow using only association labels

[Anupa_Dayaratne]

In HubSpot currently, we can only enroll in a workflow by using an association label. We can't re-enroll to a workflow using association labels. This is my first concern.

My second concern is when we configure the workflow enrollment, we can't configure it by only using the association label. Always we have to add some other criteria with the association record. What we are looking for is to Enroll and Re-enroll to Workflow using only association labels.

[karstenkoehler]

HI @Anupa_Dayaratne,

For the second part of that filter ("And associated Company has all of"), simply pick a property that exists on all records. That way, you don't have to specify a filter you don't want to have.

Two options work very well:

• And associated Company has all of Create date is known
• And associated Company has all of Record ID is known

This is effectively superfluous as each record has a create date or record ID, meaning that it will pull in all records with the corresponding association label.

Best regards

[Anupa_Dayaratne]

Hi @karstenkoehler,

Thank you very much for the provided solution.

Actually, I have tried this approach by using the company name is known (I tested with a company in which the name exists) criteria. However, the deal record is not enrolled automatically. With a manual enrollment, it worked.

When I'm explaining this I have another question, Based on my enrolment criteria (mentioned in the screenshot) I need to enroll the deal to the workflow, once the deal associated to a company with a End user association label.

For this is this approach valid? 

[karstenkoehler]

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@Anupa_Dayaratne wrote:

However, the deal record is not enrolled automatically. With a manual enrollment, it worked.

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Can you confirm that you allowed existing records that meet the criteria to enroll as well?

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@Anupa_Dayaratne wrote:

When I'm explaining this I have another question, Based on my enrolment criteria (mentioned in the screenshot) I need to enroll the deal to the workflow, once the deal associated to a company with a End user association label.

For this is this approach valid? 

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Yes, that should work 🙂

[Anupa_Dayaratne]

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@karstenkoehler wrote:
Can you confirm that you allowed existing records that meet the criteria to enroll as well?

Yes, once I allowed the enrollment for existing records it worked. Thank you very much for the insight!👍

Now the problem is with the re-enrollment. Hope that feature is not supported by HubSpot yet. or can you suggest a workaround for re-enrollment? 

[karstenkoehler]

@Anupa_Dayaratne what exactly should trigger re-enrollment? The first enrollment happens when the deal is first associated with a qualifying label – when exactly should the second, third, fourth enrollment happen? What should trigger it?

[Anupa_Dayaratne]

@karstenkoehler 

thank you very much for the quick response.

Here’s the scenario: A user creates a deal record and associates it with a company record labeled as an end-user. Later, the user realizes that the associated company is incorrect, removes the association, and adds a new company as the association.

If workflow re-enrollment is not supported, how can we handle this type of scenario?

[karstenkoehler · Accepted solution]

@Anupa_Dayaratne you would have to create a custom calculation property (type rollup) on the deal object that counts how many associated companies there are: https://knowledge.hubspot.com/properties/create-calculation-properties

Once you have this 'Number of associated companies' property, you would add it to the enrollment criteria 'AND Number of associated companies is known' and enable re-enrollment for it.

The workflow would now reevaluate the enrollment criteria whenever the number of associated companies changes (from 1 to 0 or from 0 to 1).

Best regards

[Anupa_Dayaratne]

@karstenkoehler 

What a nice solution 😊

This solves my problem. Actually, we are new to HubSpot, and we are still in the implementation stage.
I can mark this as an acceptable solution.
Thank you very much!