@Nithya_01 wrote:
Hi everyone,
I have a custom object called Quote, which is associated with Deals (standard object). By default, all associated deals show up on the quote record view.
I want to only show associated deals when the quote’s Probability of Closing = 100.
From what I’ve found, it seems this isn’t possible using HubSpot’s default UI.
Is there a way to hide the default “Associated Deals” section if it doesn’t meet the condition?
One approach is to utilize HubSpot’s custom CRM cards feature. With custom CRM cards, you can create a tailored view that displays associated deals only when certain conditions are met, such as when the “Probability of Closing” property equals 100%. This method involves developing a custom card using HubSpot’s CRM Extensions API, allowing for dynamic content based on record properties. For more information on creating custom cards, you can refer to HubSpot’s Knowledge Base article on creating cards to display data on records.
Another option is to customize the record sidebar for your custom object. While this customization is static and doesn’t support dynamic display based on property values, it allows you to configure which properties and sections appear in the sidebar. This can help in organizing the record view to prioritize the most relevant information.