Workflow Edit CRM Property from Custom Variable - Not compatible with this field

[jskowronek]

We have a custom workflow action that assigns a return variable, owner_id (string) we're trying to use later on in a workflow to assign the Contact Owner property. However, when editing the "Edit Record" workflow action,  + Add data variable, Action Ouputs, Custom Code, owner_id is grayed out and a tooltip appears: "Not compatible with this field".

What exactly does this mean? I am unable to locate this message/error anywhere.

Would prefer not to have to assign the Contact Owner through unwieldy branching logic as recommended here: https://knowledge.hubspot.com/records/how-to-set-a-record-owner) or through another custom action through API, but that's what we're looking at now unless this can be explained.

Appreciate help.

[SteveHTM · Accepted solution]

@jskowronek - I believe you will find that 'owner' properties behave like ennumeratd types and so will not be compatibel with th string type output of a custom code action. Since you already have a thread of custom code available, I'd be tempted to take the next step and assign the value you have derived to the owner property via an API call. It may be necessary to fetch the possible labels/internal values and find the right one for your case.

Good luck!

Steve

[jskowronek · Accepted solution]

FWIW, after getting help from support, discovered the "Owner" property, though numeric, is NOT considered a number type within the workflow interface. When attempting to make a dynamic assignment to the "Owner" property, the custom workflow output type needs to be "Enumeration" for it to be discoverable by the assignment tools.

[SteveHTM · Accepted solution]

@jskowronek - I believe you will find that 'owner' properties behave like ennumeratd types and so will not be compatibel with th string type output of a custom code action. Since you already have a thread of custom code available, I'd be tempted to take the next step and assign the value you have derived to the owner property via an API call. It may be necessary to fetch the possible labels/internal values and find the right one for your case.

Good luck!

Steve

[jskowronek]

Upon digging into the HS APIs it appears you are correct. The hs_record_id of the Users is not actually the OwnerId of the CRM objects (odd I hadn't learned that yet). Working now to use the contact api to assign the hubspot_owner_id to the actual Owner Id record for the user. Thanks for pointing me in the right direction.

[DianaGomez]

Hi @jskowronek,

Thanks for reaching out to the Community!

Let's seek guidance from a few experts:

Hello @LMeert, @MBERARD, @ChrisoKlepke 🙂 Could you please share any insights or suggestions for @jskowronek?

Thanks,

Diana