Hi all,
We are faced with a gap in Hubspot functionality that does not allow us to perform Stage gating as we desire to do so in our instance.
We know and are employing the functionaliy that allows us to set required fields for different deal stages. However, to my understanding, there is no functionality that allows us to create filter conditions for which deals those fields are required on. (i.e, ignoring stage criteria for deals under a certain size).
My first question is: Has anyone had any success in employing this scenario? Either via native, homebrew or aquired applications?
Secondly, if this is known to be impossible: Has anyone had any success in employing a custom code solution either homebrew or otherwise that allows us to conditionally set fields to read-only based on other property values on the record. My understanding is this is how Salesforce largely handles these scenarios as it allows layout-specific permissions per field to exist and be swapped. Please note that conditionally rolling back stages via workflow is not a solution for our use-case.
Thanks,
For scenario one, use a view only property that is required for moving into the next stage. Populate it via workflow, e.g. “Additional fields required” amd "Additional fields not required, then set up a conditional fields based on the former value. I haven’t tested it but would expect it to work.
Regarding question 2, no, this is not possible. View permissions are set on a property level and there aren’t any conditional options here.
The best way that you’re able to do this is by setting up rules that are specific for Pipelines so like you have deals that are in one pipeline that have a specific set of rules and then deals in another Pipeline with a different set of rules
And cards do have the ability to conditionally set and showcase properties based off of specific filters and so you can choose which ones to show and then you can also use workflows to then edit the properties that you want marked as read only
Hey @SamCBarth_LAIRE - thanks for these ideas!
Would you mind linking some relevant resources/knowledge base articles that provide instructions for completing these steps?
Shane, Community Manager