ebarton

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Erin Barton

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ebarton on Janeiro 26, 2021

Compare 2 field values in a Workflow

I would like the ability to compare 2 field values in my workflow logic. Example: If Field A is 50 and Field B is 100 I want to be able to say If Field A > Field B, do this, otherwise if Field B > Field A, do this, otherwise if Field A = F Leia mais

Responder Idéia Workflows

43 avaliações positivas

4 Respostas

ebarton

Participante

Fevereiro 19, 2024

Thanks, GSchlegel! Neither of those suggestions are really solutions though. I shouldn't have to set a T/F field and then use that in the workflow. I...Leia mais

Champion on Abril 20, 2021

New to the Content Marketing Study Group? Introduce yourself here ‌⬇️‌

One of the best ways to learn content marketing is by implementing strategies and sharing ideas with other marketers, just like you. That’s why we’re so excited to create this community of content marketers to learn and grow better together! To g Leia mais

Responder Discussão

485 avaliações positivas

7613 Respostas

ebarton

Participante

Setembro 22, 2022

Hi all, I'm Erin! I'm working as the internal CRM Systems Manager for a company that helps dealerships in the automotive industry with their marketin...Leia mais

ebarton on Março 30, 2022

Parent to Child Company Reporting

I need to be able to report on parent company and child company relationships. We use webhooks to populate certain information from child companies into a concatenated field on the parent company. It's not a perfect solution, however, because workfl Leia mais

Responder Idéia Dashboards & Reports

4 avaliações positivas

0 Respostas

JimL on Dezembro 02, 2021

Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership

Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator. You can only edit the views that are "Created by me". For example if one Super Admin creates a "default" view for users, and it needs Leia mais

Responder Idéia Users & Teams & Permissions

78 avaliações positivas

34 Respostas

ebarton

Participante

Março 15, 2022

I would love for Super Admins to be able to modify all personal views and also see who owns them. Use case for my company is that we want to be able ...Leia mais

MichaelC on Junho 02, 2021

Enable views editing by other users or teams

Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col Leia mais

Responder Idéia Users & Teams & Permissions

140 avaliações positivas

42 Respostas

ebarton

Participante

Março 15, 2022

We desperately need this functionality. Ownership of views by a team would be an excellent addition. I want to be able to say a group of people can u...Leia mais

ebarton on Outubro 22, 2021

Fix Inconsistent Report Filters

While building a report recently, we found that the date filters were not functioning the same way. We opened up a support ticket and found that the reason is due to how the data is stored. Devs are aware of the issue, but do not currently have a pl Leia mais

Responder Idéia Dashboards & Reports Properties Sales Reporting

16 avaliações positivas

0 Respostas

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