OOTB functionality for standard object sidebar customization allows new sections to be made visible subject to certain conditions. This should apply as well to Custom Objects so that this very basic functionality used in managing left sidebards is consistent across all objects.
Status: Idea Submitted
Check out the idea below and see if it would meet your needs. If so, please upvote it.
Hi all
The ability to display conditional sections on contact, company, deal, ticket, and custom object records based on select property values (all dropdown and checkbox properties - both default and custom) is now available for all HubSpot customers with an Enterprise-tier hub. More details here:
https://www.linkedin.com/posts/kyleanthonyjepson_hubspottipsandtricks-hubspot-crm-activity-6826137804729282560-UZdw
I just built my first custom object and I am able to conditionally set up the left side bar.
Settings> Objects> Custom Objects> Record Customization> Default Properties Sidebar section then select Choose properties for default sidebar.
A window pops up called: Opportunity Window Left Sidebar> Click on edit (at the bottom)
Does anyone else who uses conditional left sidebar sections have a problem with them not appearing in a predictable order?
We have many possible combinations of sections. For every possible combination, I have to arrange it manually. If I arrange my sections A, B, and C in a specific order on one deal, it only affects other deals that have the exact same sections displayed. If a deal has those three sections plus section D, its A, B, and C will not follow the arrangement I set on the other deal.
(We actually have 7 to over 10 sections per deal, drawn from over 20 options, so this is a lot of possible combinations and a lot of vertical space to visually scan before you can tell whether a section appears on a given deal when it doesn’t have a designated order to appear in.)
If you also have this problem, please upvote my idea post about it: