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KSchmidt8
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Member since ‎Sep 1, 2020
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  • Upvotes Given
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  • Upvotes Received
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Karen Schmidt

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Participant
April 04, 2024
Would this process work to export a single custom object record with approx 100 fields into an excel file that transposes the data; meaning each of t...read more
Participant
March 27, 2024
Thank you Ryan, we have m365 environment so we'd need this idea to work with excel and I don't see an app to connect for excel. Let me know if I'm m...read more
Solved
KSchmidt8 on March 20, 2024
We have a need to reformat a Custom Object record to basically transpose the list of columns from horizantal to vertical so that we could save that to a pdf or export it for use in next step of workflow outside of Hubspot. For our example we are ca read more
0 upvote
4 Replies
KSchmidt8 on July 18, 2023
The customer journey reporting tool is now only support for contacts and cannot be used to generate a report based on the company lifecycle stage property. Our company changes several unique phases at the company level not for each contact so we w read more
1 upvote
2 Replies
Participant
May 02, 2022
C Goodwin Olsen, This is the exact thing we are looking for. The custom object users only need to view the custom object records. We are also mis...read more
Participant
April 08, 2022
Yes agree this is necessary! We are using workflow to validate conditionally required fields. It is very cumbersome.
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