topic Re: Create subcategories of company types in Tickets & Conversations

Create subcategories of company types

MFreyne — Thu, 30 Nov 2023 13:20:15 GMT

Hello, How can I have under Company:

A 1st level property called Types of Partners

And then a 2nd level associated to each 1st level property

Basically a subcategories of Property

See below an example of the structure

So then, when I want to select VC Venture Capital companies for example, I select the 1st level Investors Financer’s and I have the choice to select all or to dig deeper into 2nd level and select only VC Venture Capital

How do I do that? And how do I prepare my file for this kind of upload? If it is a paid option that is not a problem, I just want to know if it is possible

1st Level Types of Partners

Investor’s financers
- 2nd Level Types of Investors
  - VC Venture Capital
  - PE Private Equity
  - Angel’s Investors

Ecosystem Enablers
- 2nd Level Types of Enablers
  - Incubator
  - Accelerator
Start-ups
- 2nd Level Start-ups Sectors
  - Healthcare
  - Clean Energy
Public Institutions
- 2nd level Types of Institutions
  - Ministers
  - DFI

Thank you veru much

Re: Create subcategories of company types

karstenkoehler — Thu, 30 Nov 2023 13:22:40 GMT

Hi @MFreyne,

This can be achieved with conditional properties: https://knowledge.hubspot.com/crm-setup/set-up-conditional-logic-for-enumeration-properties

Best regards!

Re: Create subcategories of company types

MFreyne — Sun, 03 Dec 2023 18:40:38 GMT

Thanks, but it seems to work only with some properties not all.

For this exercice I created a custom property called "Types of Partners" with a dropdown menu but i can't add a logic to this property?

Re: Create subcategories of company types

karstenkoehler — Mon, 04 Dec 2023 05:25:54 GMT

Hi @MFreyne,

Which HubSpot subscription level are you on?

Re: Create subcategories of company types

MFreyne — Mon, 04 Dec 2023 12:46:37 GMT

I am on a free subscription but to be able to add subcategories I took the
14days free trial but still I am able to add subcategories only to a very
limited amount of properties and not custom properties.
Thank you

Re: Create subcategories of company types

karstenkoehler — Mon, 04 Dec 2023 12:48:26 GMT

Hi @MFreyne,

What types do your properties have? Conditional properties are only supported for:

Multiple checkboxes: stores checkboxes that contain several options, with a maximum of 5000 options. Each option has a maximum of 3,000 characters, including its label, value, and description. This is an enumeration property.
Dropdown select: stores up to 5000 options, where only one option can be selected as a value. Each option has a maximum of 3,000 characters, including its label, value, and description. In forms, they behave the same as radio select fields, but appear differently. This is an enumeration property.
Radio select: stores up to 5000 options, where only one option can be selected as a value. Each option has a maximum of 3,000 characters, including its label, value, and description. When editing on a record, they appear and behave the same as dropdown select fields. In forms, they behave the same as dropdown select fields, but appear differently. This is an enumeration property.

Re: Create subcategories of company types

MFreyne — Mon, 04 Dec 2023 14:19:37 GMT

Yes it is a dropdown type...

Re: Create subcategories of company types

karstenkoehler — Mon, 04 Dec 2023 14:21:08 GMT

Hi @MFreyne,

In that case I'd recommend reaching out to HubSpot support.

Re: Create subcategories of company types

MFreyne — Mon, 04 Dec 2023 20:04:37 GMT

Of course, I will do, Is it possible to get the email of support please. I
have more questions about the paid subscription
Have a lovely week

Re: Create subcategories of company types

karstenkoehler — Tue, 05 Dec 2023 05:11:52 GMT

Hi @MFreyne,

Sure, you can find HubSpot support options here: https://help.hubspot.com/

Let me know if you need anything else. If there are replies in that thread that helped you, you can make my day by accepting those as solutions.

Have a great day!

Re: Create subcategories of company types

MFreyne — Tue, 05 Dec 2023 08:44:37 GMT

Hi,
Then my question is:
Can I get conditional property logic on a free plan? If not, can I get it
in the smallest paid plan?
Furthermore what do I get more by subscribing to the 18$ plan?
Thanks

Re: Create subcategories of company types

karstenkoehler — Tue, 05 Dec 2023 08:49:15 GMT

Hi @MFreyne,

No, conditional properties are a Professional and Enterprise feature: https://knowledge.hubspot.com/crm-setup/set-up-conditional-logic-for-enumeration-properties

To check out what's included in Starter, I'd recommend reviewing this page: https://www.hubspot.com/pricing/marketing/starter

If you found my replies helpful, please don't forget to accept them as solutions. This helps me allocate more of my free time to helping others like you in the community.