Conditional Display of "Add Deals" Button Based on Probability of Closing in Quote Object

Developer Support CMS Development
1

Hi Community,

We have a business requirement concerning a custom object named Quote, which contains a field titled Probability of Closing. The visibility of the Add Deals button should be controlled based on the value of this field as follows:

  • When the Probability of Closing is set to 80%, the Add Deals button should be hidden.
  • When the Probability of Closing reaches 100%, the Add Deals button should be visible.

Additionally, a relationship has been established between the Quote and Deals objects to support this functionality.

Refer the screen shot in that i have highlighted the field and button.

Confirm us we can achive this in hubspot

deals.png
deals.png1920×844 194 KB

2

Hey @Nithya_01,

from my experience this can only be done with a so-called custom card (or UIE card; just a different name) that has to be developed individually by a developer. Once you got the card, you can modify the view by adding the card and removing the deals(right sidebar) and the property.

best,

Anton