Profile

SWM
Participant
Member since ‎Jan 11, 2023
Message
  • solutions
    1
  • Replies
    4
  • Upvotes Given
    11
  • Upvotes Received
    8
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Swathik Mohan

This user hasn't created a bio yet. Edit your own profile here!

Activity

SWM on July 09, 2024
Custom Fiscal Year Labeling for Reports
We manage our fiscal year based on start dates rather than end dates. Currently, HubSpot labels fiscal quarters based on the end date of the fiscal year. For example, if our fiscal year runs from April 2024 to March 2025, HubSpot labels the quarters read more
Reply Idea Dashboards & Reports
2 upvotes
0 Reply
mzebib68 on May 03, 2024
Line item default view editable by admins
it's bad that we can't set line items access right, edit right, view access the same way as the other objects in Hubspot.... From an Admin standpoint we need to be able to: 1 - define the default column we want to push to our users. 2 - disabl read more
Reply Idea Products and Quotes
2 upvotes
1 Reply
SWM
Participant
May 03, 2024
Completely agree, the inability to customize line item views is a real pain point – having that flexibility is essential.
SWM on June 07, 2023
Triggering Deal Workflow for Line Item Modifications if there is No Amount Change
I am trying to create a trigger in a deal workflow using re-enrollment criteria, which will be activated when a line item is modified without any change in the line item amount. I have noticed that the Last Modified date of a line item can read more
Reply Discussion Programmable Automation
3 upvotes
2 Replies
Solved
SWM on May 12, 2023
update a deal property based on line-item productid - custom code within a HubSpot workflow
Hello Everyone, I am developing a Custom code that is designed to retrieve line items associated with a deal and based on certain conditions of line-item, update a specific property of the deal with an incremental value. const hubspot = read more
Reply Discussion Programmable Automation
1 upvote
5 Replies
SWM
Participant
May 16, 2023
Solution - https://hubspotdev.slack.com/archives/C019VT42R8X/p1683890995731059
Solved
SWM on May 12, 2023
update a deal property based on line-item productid - custom code within a HubSpot workflow
Hello Everyone, I am developing a Custom code that is designed to retrieve line items associated with a deal and based on certain conditions of line-item, update a specific property of the deal with an incremental value. const hubspot = read more
Reply Discussion Programmable Automation
1 upvote
5 Replies
SWM
Participant
May 16, 2023
Solution - https://hubspotdev.slack.com/archives/C019VT42R8X/p1683890995731059
Solved
SWM on May 12, 2023
update a deal property based on line-item productid - custom code within a HubSpot workflow
Hello Everyone, I am developing a Custom code that is designed to retrieve line items associated with a deal and based on certain conditions of line-item, update a specific property of the deal with an incremental value. const hubspot = read more
Reply Discussion Programmable Automation
1 upvote
5 Replies
SWM
Participant
May 16, 2023
Solution - https://hubspotdev.slack.com/archives/C019VT42R8X/p1683890995731059
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

View all
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.