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SWM
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Member since ‎Jan 11, 2023
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Swathik Mohan

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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
5 upvotes
1 Reply
SWM
Participant
May 03, 2024
Reply to Line item default view editable by admins
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
SWM
Participant
May 16, 2023
Reply to update a deal property based on line-item productid - custom code within a HubSpot workflow
Solution - https://hubspotdev.slack.com/archives/C019VT42R8X/p1683890995731059
SWM
Participant
May 16, 2023
Reply to update a deal property based on line-item productid - custom code within a HubSpot workflow
Hi @kvlschaefer , Thank you for considering this. Meanwhile, I found a solution that worked for me. Ref - https://hubspotdev.slack.com/ar...read more
SWM
Participant
May 16, 2023
Reply to update a deal property based on line-item productid - custom code within a HubSpot workflow
Hi Louis, Thank you for the suggestions, I found a solution that worked for me. Ref - https://hubspotdev.slack.com/archives/C019VT42R8X/p16838909957...read more
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