Said It Here

Why is the description option missing when creating automated rules?

Specific filtering criteria like description have disappeared from the rule creation interface, making it impossible to build new rules using that text. Even when a rule can be saved via bank text, testing it returns zero results, forcing users to deal with unwanted tickets and empty descriptions.

What people tried

Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.

  1. 1
    Save rules using bank text instead of description
  2. 2
    Save the rule first using alternative options, then go back to edit the rule to find description
  3. 3
    Use test rule features to see if rules apply to the bank feed despite interface omissions
  4. 4
    Trying to use the ticket description field to trigger workflows based on specific text

In their words

Unedited, most upvoted first, each linked to the thread it came from.

The problem is that no matter what I do, I'm still receiving story mentions as tickets.source ↗

JumpyContribution815 · r/hubspot · 3 upvotes

The options used to be Description, Bank Text, Amount. Now description isn't there.source ↗

So I just can't make new rules that search the description text anymore?source ↗

AgencyPleasant1788 · r/QuickBooks · 2 upvotes

When I save using bank text and go to edit the rule, description is there now. But now when I 'test rule' it, it returns a result of zero.source ↗

AgencyPleasant1788 · r/QuickBooks · 1 upvotes

The ticket description being empty is my biggest challenge here.source ↗

JumpyContribution815 · r/hubspot · 1 upvotes

Where this came up

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