topic Re: Creating CRM Cards with dropdown lists ... in APIs & Integrations

Creating CRM Cards with dropdown lists ...

PAtlan — Sat, 29 Oct 2022 04:09:33 GMT

I'm trying to develop a CRM Card to display with my Contacts.

The context is that each of my companies is attached to a number of "Locations" (custom objects...).

I want to select a Location for each contact, but this location should be limited to the locations that are linked to the Primary company of the contact.

I've built a project where I manage to retrieve the list of relevant locations for each contact (get the primary company, and fetch the list of locations attached to that company)

However, now I want my CRM Card to DISPLAY these locations and give the user a choice. BUT in the list of things to display on my CRM Card, I don't see a dropdown list ...

Any ideas how I could do this ?

Re: Creating CRM Cards with dropdown lists ...

Mike_Eastwood — Sat, 29 Oct 2022 19:54:51 GMT

Hi @PAtlan

You could add an Action to open a Modal from your CRM Card, then you have full control over the HTML in the Modal.

Have fun

Mike

Re: Creating CRM Cards with dropdown lists ...

PAtlan — Sun, 30 Oct 2022 04:25:29 GMT

Hi @Mike_Eastwood ,

Thanks for pointing this out.
I was sort of hoping I didn't need to go down yet another rabbit hole to figure it out! But I guess needs must.

Re: Creating CRM Cards with dropdown lists ...

Mike_Eastwood — Sun, 30 Oct 2022 20:22:19 GMT

Hi @PAtlan

Let me know if you need a rabbit? I have spent a lot of time down that rabbit hole.

Mike

Re: Creating CRM Cards with dropdown lists ...

PAtlan — Mon, 31 Oct 2022 08:09:53 GMT

Hey @Mike_Eastwood , thanks for the offer. Yes, I would love a few rabbits to chase 🙂

I can't for the life of me figure out how to pass data to my modal window. My CRM card has some logic to extract info from the CRM (specifically, a list of custom objects linked to the company that's linked to the contact..) and i'd love to pass a json object to my modal, but i can't find anything in the documentation about that.

If you had any pointers, it would be great!

Thanks.

Paul

Re: Creating CRM Cards with dropdown lists ...

PAtlan — Tue, 01 Nov 2022 06:35:44 GMT

Hi @Mike_Eastwood ,

Thanks for the tip. I've got to that part working, at least. My issue now is *passing data* to the modal: I have a whole json object i'd like to pass, and I can't seem to get it working. Supposedly I could at least pass "Additional Properties" in the button, but I can't get it to work, and I can't find any documentation.

Re: Creating CRM Cards with dropdown lists ...

Mike_Eastwood — Tue, 01 Nov 2022 22:01:23 GMT

Hi Paul,

You can choose the properties sent to the modal, but you can only send properties of the object where your CRM Extension appears (e.g. a CRM Extension on the Contacts page will only send Contact Properties).

You will need to use the Associations API to fish for an associated Custom Objects.

Cheers

Mike

Re: Creating CRM Cards with dropdown lists ...

sejal_parikh — Fri, 06 Jan 2023 06:44:21 GMT

Assuming this is the ask for the new CRM development beta, this is now possible using select input component https://developers.hubspot.com/docs/platform/create-custom-crm-cards-with-projects#select-input