topic Re: Conditional Property Options - Not Working? in Lead Capture Tools

Conditional Property Options - Not Working?

LCarey6 — Wed, 03 Jan 2024 14:41:09 GMT

Hi - we're trying to implement the new 'Conditional Options' on a property, but doesn't seems to be working unless we're missing something.

We have a long dropdown of available courses on a lead capture form, but to make it easier for the user we want to add a controlling property that filters the longer list, e.g. if (controlling property) is 'Course Level - Option 1', it then only shows e.g. 4 of the values in the long dropdown.

This is set-up correctly as far as I can tell but it's not filtering. Any ideas?

Re: Conditional Property Options - Not Working?

karstenkoehler — Wed, 03 Jan 2024 14:46:26 GMT

Hi @LCarey6,

If you're referring to these conditional property options https://knowledge.hubspot.com/crm-setup/set-up-conditional-options-for-properties, then these are only supported within CRM data entry, not in HubSpot website forms.

"Moving forward, when you manually create a new record or set the property's value on a record or inline on an object home page, the property's available options will depend on the controlling property's value for that record. If the controlling property doesn't have a value, all options will be shown for the dependent property."

For HubSpot forms, there isn't any setting, currently, to set up conditionally displayed values in fields.

Best regards!

Re: Conditional Property Options - Not Working?

LCarey6 — Wed, 03 Jan 2024 14:49:46 GMT

Thanks for the reply, but seems to be a benefit only to internal users then, not customers or leads which in my view should always be the priority.

Do you know of any workarounds? We have 25+ courses, some with similar names but just different levels (e.g. Undergrad, Postgrad) so lots of potential for input error.

Want to avoid havingt o make 3 new properties with shorter dropdowns, as we'll then have scattered data points.

Re: Conditional Property Options - Not Working?

karstenkoehler — Wed, 03 Jan 2024 14:52:04 GMT

Hi @LCarey6,

I agree. For forms, there aren't any clean workarounds at the moment, unless you're open to adjusting the forms embed code with JavaScript. Separate properties are likely the best option in terms of usability. HubSpot currently does not have any native features for this.

Re: Conditional Property Options - Not Working?

LCarey6 — Wed, 03 Jan 2024 14:54:15 GMT

Thanks - any suggestions for js tweaks? No worries if not - will get ChatGPT to help 😄

Re: Conditional Property Options - Not Working?

karstenkoehler — Wed, 03 Jan 2024 14:55:12 GMT

@LCarey6 not my area of expertise unfortunately. Good luck!

Re: Conditional Property Options - Not Working?

HubSpot_Corey — Wed, 15 May 2024 07:21:33 GMT

Hi @LCarey6,

As @karstenkoehler mentioned, there is currently no way to use the new conditional properties in forms, you can however split your property into multiple fields and then use the dependant form fields to decide which property to show in the forms. You can then implement a workflow to migrate these separated property values into a singular property. This allows you to ease the process for the end user while still storing all your data in one place. I also suggesting modifying the internal viewing permissions to Super Admins only to not clog up your filters with the additional properties.

Re: Conditional Property Options - Not Working?

JeanLestréhan — Wed, 20 Mar 2024 09:12:19 GMT

Hey Karsten!

Do you know if it's possible to have cross-object conditional update? Like Contact's property = "x", so Company property = "x" as well.