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TMHW
Participant

When creating an association in a workflow "matching property values" isn't showing all properties

SOLVE

Inside a workflow I'm trying to create an association between a Contact and a custom object called "Locations". Under "Create association when there are" I'm required to select "Matching property values", which makes sense.

 

However when I go to add the properties for "Select a property to match on", I'm not seeing all the properties I have for Contacts or Locations as an option to select. For example, as a test I have a Contact property titled "Alaska" and a Locations property titled "Alaska". You'll see in my screenshot that when I search these, they aren't available. This is what I need to use to create the association between the two objects. I've tested with several other properties that would have had match values but those aren't showing as options either. Does anyone have a solution or know why certain properties aren't showing up as an option? 

 

Screenshot 2025-01-24 at 2.17.38 PM.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

When creating an association in a workflow "matching property values" isn't showing all properties

SOLVE

Hi @TMHW,

 

This workflow action only supports certain property types as of now - you would have to copy your property value into a helper propert with type single line text first.

 

From the product update: "Note: This functionality only exists for single-line text, multi-line text, or phone number properties"

 

https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflows

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

When creating an association in a workflow "matching property values" isn't showing all properties

SOLVE

Hi @TMHW,

 

This workflow action only supports certain property types as of now - you would have to copy your property value into a helper propert with type single line text first.

 

From the product update: "Note: This functionality only exists for single-line text, multi-line text, or phone number properties"

 

https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflows

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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TMHW
Participant

When creating an association in a workflow "matching property values" isn't showing all properties

SOLVE

There it is! Thank you! It would be nice if this changed to include the other types as these options can have typos in them. At least there's workarounds though. 

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