HubSpot Ideas

Jin

Improve cross-object criteria in workflows (ie. at least one associated *object*)

Submitting on behalf of a customer - 

 

Currently, the expected behaviour in workflows is that:

  • When a cross-object criteria is included (either as an enrollment trigger or within if/then branches), we are only scanning to see if 'at least one associated object' meets the criteria. 
  • Besides that, most of the workflow actions are performed on all associated object records.
  • This limits us from being able to take actions on specific object records, such as the latest deal or the contact that was last created, etc. 

For example, on a contact-based workflow, if we use a deal criteria such as "Deal stage is any of closed won". The workflow is only able to scan for deals that has at least one associated deal in that stage, instead of searching for the particular deal that is in the closed won stage. 

 

Hence, if the goal here is to copy a property value only to the latest deal; or if we're looking to set a property value to only closed won deals, it's not possible. The actions in a contact-based workflow will copy/set a value for ALL associated deals by default. 

 

I understand that we have a beta for association labels, but it doesn't seem to fit these use cases. It'd be amazing if we're able to develop more flexibility in terms of targeting a particular record within cross-object workflows. 

 

Thanks for your consideration, team! 

3 Replies
SFG
Member

Similarly, I'd like to trigger a workflow based on the most recent call, not "at least one activity has..."

tmitch_sona
Participant

Also very keen on some improved functionality here. I need to be able to create lists or reports where filtering allows us to essentially display for example, companies where NO associated deals are set to stage X or Y etc - not just ANY associated deals are not set to stage X or Y.

RRiebman
Participant

We'd benefit from being able to trigger enrollment in a workflow based on "all" associated deals meeting certain criteria, or no associated deals meeting certain criteria.