Tips, Tricks & Best Practices

CEdwin
Member

Copying a picklist property to a multi-line text property

Hello,

 

I was trying to copy a picklist property to a multi-line text field property via a workflow. But it seems to be weird as the value does not change in Hubspot. I tried testing it with various contacts. 

 

Any advice on this please? 

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CEdwin
Member

Copying a picklist property to a multi-line text property

Hello Karsten, 

 

I double checked and realised that I was testing the enrollment process but I did not publish the workflow and do  it real-time. The mistake on my side. 

 

Thanks, 

Cedwin

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Copying a picklist property to a multi-line text property

Hi @CEdwin,

 

Could you share a screenshot of that workflow action? Generally, this copy action should be successful, it's one of the compatible combinations: https://knowledge.hubspot.com/workflows/compatible-source-and-target-properties-for-copying-property...

 

How are you confirming whether the copy action was successful or not?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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