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JimHarris

‎Oct 29, 2018 11:33 AM

Contributor

We need a property setting to make only able to be set by automation

SOLVE

There are several proeprties in teh CRM that can only be set by automated processes by HubSpot.

 

We have the need for a similar feature so that select proeprties cannot be set manually by users, but only set by Workflow automation. 

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution

‎Oct 29, 2018 11:49 AM

Thought Leader

We need a property setting to make only able to be set by automation

SOLVE

>>We need a property setting to make only able to be set by automation

 

While HubSpot core includes this functionality, the same (read-only) state isn't available when creating properties in HubSpot. The best you can do currently is create the property and do not show it on forms or in views.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager

hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
1 Reply 1
MFrankJohnson
Solution

‎Oct 29, 2018 11:49 AM

Thought Leader

We need a property setting to make only able to be set by automation

SOLVE

>>We need a property setting to make only able to be set by automation

 

While HubSpot core includes this functionality, the same (read-only) state isn't available when creating properties in HubSpot. The best you can do currently is create the property and do not show it on forms or in views.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager

hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes

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We need a property setting to make only able to be set by automation
>>We need a property setting to make only able to be set by automation   While HubSpot core includes this functionality, the same (read-only) state isn't available when creating properti...
>>We need a property setting to make only able to be set by automation   While HubSpot core includes this functionality, the same (read-only) state isn't available when creating properti...
Sales
Oct 29, 2018