Workflow to assign properties not displaying

[JRamke]

Hi all, 

I've attempted to make an automation with several workflows to check whether a product catgergory would be suitable for a company based on other information.

Currently I have a workflow for each product type which checks a few properties as its condition and then ammends a multicheckbox with the applicable product. 

However the values in the multicheckbox are not shown until the page is refreshed. If I click details, I can see the value has changed to what I expected it to. Any suggestions as to why my view doesn't display the changed value? 

Thanks, Josh

[karstenkoehler · Accepted solution]

Hi @JRamke,

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@JRamke wrote:

However the values in the multicheckbox are not shown until the page is refreshed. If I click details, I can see the value has changed to what I expected it to.

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Just to confirm, this is the main issue you're experiencing? If so, this is expected behavior. HubSpot tabs and windows do not auto-refresh. When a HubSpot CRM page loads, it will display everything as it was at the time of loading the page.

Any automation and updates that happen in the meantime will not reflect on that already loaded CRM page until you reload it. HubSpot CRM users and admins simply make it a habit to refresh a page in those cases.

Let me know if there's anything else about your workflows, happy to help.

Have a great day!

[JRamke]

Hi Kasten, 

Thanks for that, I thought that could be the case. 

I had just seen it display before refreshing when I only had one workflow setup and also can see the property update in the detials of it so I thought there may have been something I needed to change

Thanks - Josh

[JRamke]

I've just ran some checks, I have multiple workflows which can edit this property but the behaviour is the same whether one or all of them are on.

The purpose of these workflows is to determine which product catergories companies are not purchasing from us. 

for example, dave makes cakes, dave buys egg and flower but not butter. 

the workflow checks a multicheckbox for butter, checks whether a property that dave buys all ingredients from us, and a property that dave bakes cakes, from this ammends a multi checkbox for butter as a sales opportunity. 

the same applies for muffins 

Any idea if there's a better way to do this? or why my property for sales opportuities doesn't display correclty.