HubSpot Ideas

Prudhvi

Copying values through work-flows

Right now, we can only copy values from a source to a destination field if the values match exactly. 

Example if a hubpspot from has 12 check boxes - the destination field should also have the same checkboxes.

However, we should still be able to pass on the values if all the source values exist in the desitnation field, even with some additional values in the destination field. 

Since forms are mostly used for marketing and sales processes, the values change based on the progression of the product. In such cases if we delete the old values in the destination field, we'll lose historical data associated to those values.

Hence, the condition here should not be - the values in both fields exactly match. It should rather be that all values in source field must exist in desination field.

1 Reply
MFall13
Contributor | Platinum Partner

Agreed. There doesn't seem to be a reason why the destination field must match the source so as long as the destination contains AT LEAST all of the source values.