topic Re: Turn off mandatory fields in a pipeline for specific deals in Sales Hub Tools

Turn off mandatory fields in a pipeline for specific deals

EVatsev — Tue, 22 Oct 2024 14:51:14 GMT

Hi,

We are running a Christmas holiday campaign and our sales team wants to turn off mandatory fields only for the deals they create for the holiday campaign. They use line items (products) and we created a separate product just for the campaign.

Is it possible to turn off mandatory fields in the pipeline based on the selected line item or any other field?

Thanks!

Re: Turn off mandatory fields in a pipeline for specific deals

Aakar — Tue, 22 Oct 2024 15:21:21 GMT

@EVatsev -- It's possible to turn off some of those fields, but can't turn off the default mandatory fields.

You can edit the deal create form on the deal settings page.

Re: Turn off mandatory fields in a pipeline for specific deals

karstenkoehler — Tue, 22 Oct 2024 15:32:07 GMT

Hi @EVatsev,

If your question is whether required fields can be made conditional based on line items, then no, this is unfortunately not possible.

You could however use workflows to fill those required fields automatically based on line items.

If the required fields don't apply at all, you could consider updating your required property logic. Conditional logic for enumeration properties would allow you to display required fields based on the deal type (campaign deal vs regular deal) for example: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties - certain fields would only display for regular deals.

Hope this helps!

Re: Turn off mandatory fields in a pipeline for specific deals

EVatsev — Wed, 23 Oct 2024 07:44:35 GMT

Thank you, both!

@karstenkoehler can you please share more info on how to do this -> You could however use workflows to fill those required fields automatically based on line items.

Re: Turn off mandatory fields in a pipeline for specific deals

karstenkoehler — Wed, 23 Oct 2024 07:47:17 GMT

@EVatsev assuming that your campaign deals have a specific value in some property, here's what you would do:

Enroll deals based on that value AND the association with a line item
Use the "Set property value" workflow action to fill fields that are currently blocking sales reps from moving along campaign deals, if that makes sense

Let me know if that makes sense!

Re: Turn off mandatory fields in a pipeline for specific deals

EVatsev — Wed, 23 Oct 2024 09:57:20 GMT

Great, thank you!