How to capture professional credential with expiration date

jenbkean — Fri, 20 Jun 2025 16:08:48 GMT

We want to create a form or way to capture for a contact's professional credential (MD, BCPA, LISCW, RN), the state (or states) where it's valid, and the expiration date of the credential.

Is there anyway to do a matrix type question where if you pick that you are an RN, you then select the state (or states) and enter an expiration date? Is there a way to store it in the database like that also?

Re: How to capture professional credential with expiration date

karstenkoehler — Fri, 20 Jun 2025 16:19:09 GMT

Hi @jenbkean,

The short answer would be no, there is no file type that would behave like such a matrix, sadly.

If you want to capture this in a form, you would need one field per credential and one field per state.

This can be set up nicely with dependent form fields. https://knowledge.hubspot.com/forms/use-dependent-form-fields

I'd recommend starting with a field "Number of credentials" (dropdown!), then setting up the dependent fields. If 1 is selected, show credential 1 and state 1. If 2 is selected, show credential 1, state 1, credential 2, state 2 etc

Theoretically you could then copy the information into custom objects for easier management. This would require workflows and ideally an Enterprise subscription.

Best regards!

topic Re: How to capture professional credential with expiration date in Lead Capture Tools

How to capture professional credential with expiration date

Re: How to capture professional credential with expiration date