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Which property types a workflow can copy between

Only compatible field types show as options.

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Professional or Enterprise
Permissions
Workflows access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: the Edit record action only lists target properties whose field type is compatible with the source. A checkbox source can't copy into a dropdown. If the target select is missing values found in the source, they're mismatched; add the missing options. Read-only, calculation and rollup properties can be sources but not targets.

1. In HubSpot

The relevant screen in my demo portal.

Edit record action panel with record type, property to edit, change type, and value highlighted
Record type (1), property (2), change type (3), and value (4).

2. Worth knowing

To copy mismatched properties, edit the source or target so each contains all the other's values.

3. Related

Copy property values.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

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