Hi together,
I would like to add a field to company information as soon the lifecycle status is moved to customer. As soon customer is choosen, an additional field appears where i can choose our product sold to them.
Anybody an idea how to solve that?
Hi @Staldercreme,
This can be achieved with conditional properties: Set up conditional logic for enumeration properties
See the recent announcement below:
[Public Beta] Conditional Property Logic
Sep 28, 2023
What is it?
Requiring the right data at the right time is critical to CRM data quality. Missing or incomplete data can throw off your ability to capture high-level insights or even take critical action based on information in a record. For example:
- You want to capture the specific reasons why deals are lost
- When a deal is closed/lost, users are required to select an option in Lost Category
- They select ‘Product’ as the reason - but you want to know what types of Product-related reasons (bugs? incomplete functionality?)
Or another example:
- You want to capture a customer’s billing information
- When a user fills out Billing Method as Email, you want to require that they also fill in the Billing Email so you can bill the customer
Conditional property logic enables admins to show (and require) the right properties at the right time across the CRM. Today, in the ‘Customize the create record’ page, admins can set conditional logic for properties that have been added to the ‘Create record form. Now, admins will be able to set conditional logic for enumeration properties regardless of whether they have been added to the ‘create record’ form. This logic will be triggered when reps make edits to properties across the CRM.
If a property is required, users will not be able to save their changes until the required property has been filled.
Why does it matter?
Conditional property logic is a powerful tool to help you safeguard data quality and create a streamlined experience for reps interacting with records. This data management tool will help CRM admins lay the foundations for clean data and a smooth rep experience by guaranteeing that required information isn’t missing. And it will save time spent chasing down incomplete data.
How does it work?
HubSpot admins can set up conditional property logic in Property Settings > Conditional Property Logic tab.
These rules will be surfaced - alongside conditional stage properties- in the following places when a rep edits a property:
- Record page highlight card, About section, association card, and ‘View All Properties’ page
- Index page inline edit
- Index page bulk edit (conditional stage properties will also now be enforced here)
- Index page board view
- ‘Create record’ form
Who gets it?
All Hubs, Professional+ subscription.
If you’re on a Professional or Enterprise subscription and you’re not seeing these options yet, you should be able to opt into the beta here:
If you’re not seeing the beta there, it’ll probably appear in the next few days.
Have a wonderful day!
