Conditional/Dynamic Dependant Dropdown Properties in forms and CRM

Status: Delivered

Status history

:waving_hand:Hi all! I’m Rachel from the HubSpot Product team. An update for you - we are now in private beta for Conditional Property Logic, a feature that will enable you to surface/require properties depending on the value of another property. This logic will be triggered when users make edits to properties across the CRM - specifically, in the ‘create record’ form, on the record page, and on the index page. If a property is required, users will not be able to save their changes until the required property has been filled.

Separately, we are also in private beta for a feature called Conditional Property Options. This feature enables admins to specify which options are shown for a property depending on the value selected for another property. During the initial beta period, this feature will only be enforced in the ‘create record’ form: When a user creates a record, they will be prevented from saving the new record if an incorrect option is selected based on the admin’s configuration.

Both features are available for all Hubs, Professional+ subscription. Your Customer Success Manager can request access to either beta on your behalf. We plan to moving these features to public beta in the near future based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!