I am Jess, one of the product managers in the automation group. Today we began rolling out a multi-select Action Type filter for the Workflows list page. If you don't see it yet, it should be rolled out to 100% of Workflow customers by 4/3/24. Please don't hesitate to let me know if you have any questions.
I agree we have a large number of workflows too and complex processes. It would be very helpful to see which WFs edit a certain contact / company / deal property. Especially as new people start with our business that don't have a full understanding of the flow on effects of changes.
This is literally the same thing I need to do (find owner assignment actions). I think there are two prominent use cases for this search functionality:
you've taken over a HubSpot instance that's been in place for years and have no familiarity with the setup of the hundreds of existing workflows
it's audit time and you need to log/understand/categorize workflow functionality
I am facing both of those right now, and it would be a significant timesaver to have an action-based search function.
I am Jess, one of the product managers in the automation group. Today we began rolling out a multi-select Action Type filter for the Workflows list page. If you don't see it yet, it should be rolled out to 100% of Workflow customers by 4/3/24. Please don't hesitate to let me know if you have any questions.
