New workflow attach functionality

katie
HubSpot Product Team

We are in the process of deprecating the workflow field in favor of a workflow attach functionality within the form field.

 

Why?

We’ve historically had a workflow module field type. When added to a custom module, the workflow field simply displays a list of your existing workflows. Developers almost exclusively used the workflow field in conjunction with forms. We also recently discovered a fundamental issue between forms and the workflow field, where an enrollment trigger for the form was not always created within the selected workflow. For more information about the issue with workflow fields and the decision to deprecate them, check ....

 

Because the workflow field was used only with forms, we decided to add workflow attach functionality directly inside the form field. With that update, we were also able to make it so that:

 

  1. The form field now automatically displays all of the workflows the form you’re working on is currently in. 
  2. You can now add your form to as many workflows as you’d like from within the form field.
  3. You can create new workflows with your form as a trigger, right from within the form field.
  4. You can delete your form from a workflow right from within the form field.

 

Limitations and issues with the old workflow field

The old workflow field had a number of limitations and issues, including:

  1. You could only attach one workflow per form on a page.
  2. The workflow field did not always attach the form as an enrollment trigger to the selected workflow. 
  3. There were limitations with the sync between the workflow field to the workflow app. If you manually removed the form submission as an enrollment trigger from the workflow, the Add to workflow switch in the form module would remain toggled on. However, contacts who submitted the form on the page moving forward would not be enrolled in the workflow.

 

What if I have workflows attached to forms in the old way?

We’re still deprecating the old workflow field, so if you see cases where a form was attached to a workflow using the old method, we recommend checking that the workflow you previously attached appears in the new UI as an attached workflow like this:

 

Screen Shot 2021-07-26 at 10.49.24 AM.png

 

If it doesn’t appear, it means that the attachment didn’t previously work, and you’ll simply need to re-attach the workflow with the new method - within the form field using the “Add form to another workflow” link.

 

Overall, we’re excited to ensure that the workflow attach functionality works reliably moving forward, while also offering a more robust feature set within the form field. 

4 Replies 4
skumar47
Member

no it is not

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skumar47
Member

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0 Upvotes
skumar47
Member

a

0 Upvotes
skumar47
Member

11111

0 Upvotes