CRM

ZSinger
投稿者

Update Dropdown Select Options with a workflow

解決

Is there a way to update the list of dropdown select values via a workflow? 

Use case: We have a list of channel partners we are managing through target accounts. If a specific team owns a company and adds them to their target accounts, then I would like the company name to be added as an option to a separate 'referral source' property. This way we can mangage and attribute referrals back to a constrained set of companies. 

 

I know I am able to set or append the value of the property, but don't see a way to append the list of constrained values for the dropdown. Is there a way to do this?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Update Dropdown Select Options with a workflow

解決

Hi @ZSinger,

 

This is not possible in standard workflows, it would require custom code actions (available in Operations Hub Professional or Enterprise) based on the HubSpot CRM API endpoint.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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DigitalImpact
参加者 | Diamond Partner
参加者 | Diamond Partner

Update Dropdown Select Options with a workflow

解決

@ZSinger  My team just implemeted this exact scenario for a client using custom code in a workflow. It only took an hour or so to code. Let me know if you still have a need for this and I can have my team help out.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Update Dropdown Select Options with a workflow

解決

Hi @ZSinger,

 

This is not possible in standard workflows, it would require custom code actions (available in Operations Hub Professional or Enterprise) based on the HubSpot CRM API endpoint.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karien
参加者

Update Dropdown Select Options with a workflow

解決

Hi Karsten, the goal is to update/patch/ADD a dropdown "option" to an already existing dropdown field/property, not to update the value of a record.....

example my dropdown = option A, option B
now add option C to the dropdown field via custom code

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karien
参加者

Update Dropdown Select Options with a workflow

解決
Create a property
POST/crm/v3/properties/{objectType}
 
DELETE
/crm/v3/properties/{objectType}/{propertyName}
Archive a property
Move a property identified by {propertyName} to the recycling bin.

Hi Karsten, do you think the route will be first delete te property and then re-create it? problem is, this wont work, right? because this property will have values already? UPdate/patch wont work, because it seems it can only replace a current property value, not add it?

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