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03 Feedback & Requests

Request for Improved Feature to Filter Rows in Column Activation

Avatar of Petra H.Petra H.
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Request: You know how in Hubspot when you're turning on a workflow, they ask you if you want to turn it on AND enroll everyone that meets the criteria already OR anyone that meets the criteria as of now only? Would be great to have a similar feature when turning on a column that was offline. Right now the alternative is adding an extra column and filling it with "do not include" and adding a run condition when turning on, but would be great to be able to filter out rows in a more intuitive way

2 comments

  • Avatar of Channeled
    Channeled
    APP
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    We appreciate your suggestion for a feature similar to Hubspot's workflow enrollment options. While we don't currently have that exact functionality, we've recently enhanced our HubSpot integration with improved filtering options. Our updated HubSpot actions now include enhanced filtering with AND/OR operators, making it easier to sync your workflows. When using the Lookup Object action, you can define search parameters and use the Search Operator to specify whether the search should use AND or OR logic to combine multiple filters. These updates should provide more intuitive filtering options without needing extra columns. If you need further assistance with specific use cases, please let us know, and we'll be happy to help you find the best solution within our current features.

  • Avatar of Channeled
    Channeled
    APP
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