HubSpot Ideas

danielma

Ability to edit playbook question without losing information

Hi,

 

On behalf of one of our customers, I would like to suggest an enhancement for our playbook questions feature. Currently, when a user edits a playable question (even adding a space will trigger), all previously entered data associated with that question is lost. This can be quite frustrating for users who want to make minor adjustments without losing important data they’ve already collected.

 

Suggested Improvement:

We propose that HubSpot introduces the ability to edit playbook questions without losing the data of the previously entered information. This would allow users to make necessary changes or corrections to their questions while retaining all the valuable data that has been collected up to that point.

2 Replies
Paul_B
Participant

I'm pretty shocked that this functionality exists.  I initially created a community post with more information that you can view here:  HubSpot Community - Re: Data deleted from Playbooks after edit - HubSpot Community.  The fact that a Playbook is intended to capture and store content, but the content assocaited with a question will get wiped from ALL Playbooks if that question is at all edited is baffling.  I can't even think of a use case where this would be helpful.  I wouldn't recommend touching Playbooks until this is fixed, and really hoping it does soon.

HHunt1
Member

Absolutely criminal that this actually exists, and had I not been searching for something unrelated that led me to this post, I would never have known about it. Very worrying.