HubSpot Ideas

brittanyCP1

Better Search Options In Workflows

Hello, you should be able to search properties in the search field of workflows. If you wanted to set a lead status or lifecycle stage, you should be able to search for that! It's crazy to me that you would have to search for properties, then go to properties and apply the LS or LFS. It would be a huge time saver if these search options were improved! See this video: https://www.screencast.com/t/De52mXZuiU

4 Replies
cpsam
Participant

That would make the workflow process SO much easier.  It's not necessary to have to search for properties first-- it's a major waste of time.

amandacp
Member

Yes please. This is needed!

EdwardStranks
Participant | Diamond Partner

Agreed. I'm trying to do one that is 'search for an add to workflow step' so, yes, this would be fantastic

mrspabs
Top Contributor | Elite Partner

Upvote. I'd love to be able to just do a plain text search inside of workflows. I wish I could enter in the name of an owner, property, value etc..