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SFoltz88
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Member since ‎Feb 10, 2023
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Stephen Foltz

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sam-g on February 10, 2021
Finding associations and then adding associated records to a workflow
Hey Guys, I have a fair amount of experience with Python, but not a ton with JavaScript so I'm kind of muddling my way through this for the time being. I'm trying to enroll a custom object record in a workflow, get the associated contact read more
Reply Discussion Programmable Automation
1 upvote
6 Replies
SFoltz88
Participant
April 12, 2024
Hi, it's been a long time since this was posted but I'm not sure if this is still relevant today. The way we've been enrolling associated records in ...read more
VKnotts on September 14, 2023
Add feature to allow infinite loops on workflows
I am wanting my workflow to continuously reenroll / create new deal records but I receive an error message that says HubSpot workflows don't allow for infinite loops and it manually removed my record to complete the automation. This would be read more
Reply Idea Workflows
3 upvotes
2 Replies
SFoltz88
Participant
March 30, 2024
So one thing that you can do is to use scheduled workflows if you need to repeatedly create a deal or tasks or something on a regular basis. However,...read more
MrBean on June 13, 2023
New Data Sources in Workflow Beta - Suggestion: Add different ways to filter association labels
The new ability to use associated objects as data sources in workflows is awesome. But it would be even neater if when choosing data sources we were allowed to use custom filters beyone First Created, First Updated, Recently Updated. We ha read more
Reply Idea Deals Workflows
0 upvote
1 Reply
SFoltz88
Participant
March 22, 2024
Bumping this thread so hopefully it gets seen. We also could use the same thing for these reasons: 1. The same as the above individual stated, we ha...read more
JimL on December 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 read more
Reply Idea Users & Teams & Permissions
78 upvotes
33 Replies
SFoltz88
Participant
September 13, 2023
This is precisely a problem we have been running into. We are a small company, but without a company wide survey, I don't know who made which views. I...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
963 upvotes
252 Replies
SFoltz88
Participant
July 19, 2023
@MatthewBoyd I just noticed your reply concerning Integration Glue. I think I'm going to attempt to get a full demo. We're using another 3rd party ...read more
JimL on December 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 read more
Reply Idea Users & Teams & Permissions
78 upvotes
33 Replies
SFoltz88
Participant
September 13, 2023
This is precisely a problem we have been running into. We are a small company, but without a company wide survey, I don't know who made which views. I...read more
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