HubSpot Ideas

romi

Workflow Filter to include a multi select of actions

Ability to filter workflows by the actions used within the workflow so that you can use this to more easily find workflows for maintenance, troubleshooting, etc.

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ステータスに更新: Delivered
March 28, 2024 02:00 PM

Hi, Everyone,

 

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.

 

Best,

Jess

5件のコメント
KAnderson5
メンバー

Yes, you can include a multi-select of actions in a workflow filter. Here are the steps on how to do it:

  1. Go to the workflow that you want to create the filter for.
  2. Click on the Settings tab.
  3. Under Filters, click on Create Filter.
  4. In the Filter section, select Action from the Filter by dropdown menu.
  5. In the Action section, select the actions that you want to include in the filter.
  6. Click on Save.

Here is an example of a workflow filter that includes a multi-select of actions:

Filter by: Action
Actions: Send email, Create task

This filter will only trigger the workflow if the contact has been assigned one of the selected actions.

You can also use the AND and OR operators to create more complex filters. For example, the following filter will only trigger the workflow if the contact has been assigned the Send email action and the Create task action:

Filter by: Action
Actions: Send email AND Create task

The following filter will trigger the workflow if the contact has been assigned either the Send email action or the Create task action:

Filter by: Action
Actions: Send email OR Create task

I hope this helps!

 

 

By Admin

romi
投稿者 | Elite Partner

Hi thanks,

 

This is not for creating filters in the Workflow, this is for having Actions as an available filter when searching/filtering Workflows.

There are a bunch of filters such as search, type, creator, Folder, etc - but none of these filters include included actions - which is often the key thing we want to search by to find workflows.

romi_0-1692573097954.png

 

ステータスに更新: Delivered
JHartnagle
HubSpot製品開発チーム

Hi, Everyone,

 

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.

 

Best,

Jess

BHorváth
投稿者

Hello @JHartnagle 

 

Thanks, this is a super useful feature for searching workflows.

However, I realized if I check multiple checkbox the filter will not work as I would expect. It will lists the workflows as an OR operator.

For example I am searching workflows which include action types "Send slack notifiation" AND also "Send email" actions. But when I choose these two action types it will list out all the workflows with at least on of these two action types.

 

I think it would be really cool if we could filter workflows like this as with an AND operator. 

 

What do you think?

 

Thanks!

Bálint

BHorváth
投稿者

Sorry, nevermind!

 

I've just found out that it can be solved by Advanced filters!  So it's all good 🙂