Set values on gender field

MiguelAlvarez — Wed, 16 Feb 2022 22:12:05 GMT

Hi,

I just added a gender field to the customer template. It is a free text field where the user can put values like "male" or "female", "man" or "woman". It is fine, but I don´t know if it is possible to display a list of values where the user have to choose the value. This is in order to be consistent with the information stored in that field.

Anybody have deal with a similar request? How did you solve it?

Thank you in advance.
Miguel.

Re: Set values on gender field

JenWeiss — Thu, 17 Feb 2022 19:39:03 GMT

Hi @MiguelAlvarez,

Thank you for reaching out!

It sounds like you would be able to benefit from creating a custom drop down select property. When it comes to a drop down select this allows the customer to select: Female, Male, or Prefer not to say. This would allow the customer to choose one of the options listed.

Below are the instructions on how to create a custom property:

In your HubSpot account, click the settings settings icon in the main navigation bar.
In the left sidebar menu, navigate to Properties.
In the Select an object section, click the dropdown menu and select [object] properties for the object you want to create a property for.

In the upper right, click Create property.
In the right panel, set up your property:
- Object type: select the object that the property will be for. By default, this is the object type you selected earlier.
- Group: select the property group the property should belong to.
- Label: enter text to name the property. A property's label must be unique in order to create or edit the property.
- Description: enter text to describe the property.

Click Next.

Click the Field type dropdown menu and select a field type for this property.
- If you have an Enterprise subscription, select the Allow users to search for information entered to this field checkbox for text-input field types and number field types to allow text or a numeric value in the property to be searchable across objects in the global search bar. Users must have account access to search by the field type you configure.
- For field types with options (i.e., Multiple checkboxes, Dropdown select, and Radio select field types), enter the different options for the property.
  - Label: enter the name of the option.
  - In forms: click to toggle the switch on to include the option for forms.
  - Add an option: click to add a new option.
  - Load options...: click to load multiple options at once. You can select a default set of options, such as Country and Timezone, paste text to create options in bulk, or copy the options from an existing property.
  - Clear all: click to remove all existing options.

By default, the property will be included as an option for fields in your HubSpot forms, pop-up forms, and bots. If you don't want the property to be an option, clear the Show in forms checkbox.

Please note: product properties cannot be included in your forms, pop-up forms, and bots.

Click Create.

Once this is all set you would be able to add this property to a form and the customer would be able to select a gender and select as opposed to typing it in.

Best,

@JenWeiss

Re: Set values on gender field

MiguelAlvarez — Fri, 18 Feb 2022 02:41:05 GMT

Hi JenniferW22.
Thank you! This is exactly what I need.
Miguel.

topic Re: Set values on gender field in Lead Capture Tools

Set values on gender field

Re: Set values on gender field

Re: Set values on gender field