Using "Set property value" for Line Items

[traviskl]

Has anyone found a workaround to use the "Set property value" action in a workflow to update a property field on a Line Item? It's currently not available in the dropdown for that action. 

I'm trying to use a workflow to auto-populate a field on each line item to set the "Recognized Revenue Date" since I don't want my reps to have to fill that out on each line item. 

[himanshurauthan]

Hello @traviskl,

Can you please tell me, if you want to update the line item property on an event action or if you want the by default property with the default once?

Because if you want the custom property with the default once then we have to update the line items once created using the line item id but if you're going to update on an event trigger then we ha to look into this deeply.

Regards,

[traviskl]

Hi - I want to be able to update custom properties on the line items based on what a sales rep selects in a different field on that line item. 

For example, if they select a "Launch Date" as 8/15/2022, I want a custom date property labeled "Revenue Recognition Date" to be automatically stamped with 8/1/2022. 

Does that help?

[JPanama]

Hi @traviskl, 

Thanks for getting in touch. I can confirm it's not possible to update a Line Item (or auto-populate a field) via Workflows, and without using some custom code this won't be possible via Workflows. 

While you can use Line Items as Workflow triggers, it is not possible to set Line Item values in Workflows. I agree this would be a great addition to the platform. If there's a feature you think HubSpot is missing I would really encourage you to submit it to our Ideas forum. We have teams tasked specifically with reading these forums and making recommendations to the Developers for future features. Every piece of input really makes a difference. 

The reason I mention custom code, is that as you can see from our Developer documentaion, it is possible to update a Line Item via API. If you have access to a Developer, it's possible they could help you build a custom coded solution here. 

I'm tagging in some subject matter experts who might have some alternate solutions to offer. @himanshurauthan @Kevin-Co @DavidDennison 

Best, 
Joe (HubSpot Moderator)