topic Re: Line Items Free Text in Sales Hub Tools

Line Items Free Text

AntR13 — Sat, 17 Feb 2024 22:20:41 GMT

Is there a way to enter a value manually on the line entries for items. In particular, on the picture below, I want Colour and Size to be free text.

Thanks

Re: Line Items Free Text

LouiseHare — Sun, 18 Feb 2024 13:57:23 GMT

Hi @AntR13 ,

Yes, you can do this by creating custom product properties. See how I have done that in the below screenshot-

To do this, go to Settings > Data Management > Properties > Product Properties > Create Property

I created two dropdown select proprties so I have a list of values to choose from, but you can also create these as single-line text properties.

Once you have created the properties, you can add them to the 'Review line items' screen in the quote creator by clicking Edit Columns.

I hope this answers your question!

Louise Hare she/her

Freelance HubSpot Specialist

Want to chat HubSpot?

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

Re: Line Items Free Text

AntR13 — Sun, 18 Feb 2024 16:28:29 GMT

Hiya

Thank you for this, I did set it up like this however I cant enter any text in still. I want to be able to type free text into a box (similar to how quantity works)

Banging my head against a wall!

Thanks

Re: Line Items Free Text

LouiseHare — Sun, 18 Feb 2024 17:16:59 GMT

Hey @AntR13 ,

I've just replicated what you have done and created 2 free-text properties and it seems that you can't just edit from the Review Line Items screen unfortunately. Instead you need to press the Actions dropdown next to the product name and click Edit.

This will bring you to the 'Edit line item' menu, where you can edit all of the prodcut properties.

Hope this helps!

Louise Hare she/her

Freelance HubSpot Specialist

Want to chat HubSpot?

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

Re: Line Items Free Text

AntR13 — Mon, 19 Feb 2024 08:29:55 GMT

Thanks, I suspected that may be the only way - irritating I guess but hey! Is there a way to hide a load of the options from the right hand edit screen? Thank you again!

Re: Line Items Free Text

LouiseHare — Mon, 19 Feb 2024 10:47:30 GMT

Unfortunately you can't customise the Create a line item form currently.

You can archive any custom properties that have been created in the intance, but not standard properties.

You can also create another property group which will add another section to the form, see below-

You could maybe use this to highlight the properties that need to be edited. To do this, go to Settings > Data Management > Properties > Product Properties > Groups. Not ideal, but it might help somewhat.

It would great if you could upvote this Idea in the Ideas forum. This is where HubSpot go to get product and feature update ideas, so the more traction an idea has the more likely it is to be picked up by HubSpot!

Louise Hare she/her

Freelance HubSpot Specialist

Want to chat HubSpot?

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!