Hi dear Community, This post is related to the following feature request in our Ideas forum: [Screenshot 2023-09-21 at 21…

@Amanda_FUNYL , It’s in settings>deals>setup>customize create deal form. You can likely use the url below but replace your HU…

@Amanda_FUNYL , Here is the video link: https://share.vidyard.com/watch/j3pbFLmmWWoj4RMxsHuAjW ?

@DeKoning Where is “Add Pipeline Logic” located at? I have looked everywhere and I cannot locate it.

@DeKoning ah ok so we can’t set it by Pipeline anymore? It seems that it’s not a catch all now and we can’t do double conditi…

Try selecting “+add logic” then set the filter to be the pipeline you want, @Amanda_FUNYL . You could then create custom forms…

@Amanda_FUNYL if I’m understanding you correctly, you could do double conditional logics. For example, I can have conditional…

In theory, I would agree @Amanda_FUNYL . You just need to add the property used in the logic step to the form first.

Thank you for the video @christinephu . However, I mean if I wanted to make all the fields conditional under each pipeline (th…

This is great and very helpful! @hubspot it would be great to be able to add futher conditions of what we don’t want on a for…

Would it be possible to add different default values for the deal creation form based on which pipeline the deal creation for…

@DeKoning this solution gives us possibilty to add fields using logic to customize form for the pipeline. but I cannot delate…

Hi, The conditional logic feature does not solve the issue. I want different property logic applied per pipeline(or any prop…

Custom 'Create Deal' Form for Different Sales Pipelines

christinephu September 20, 2023, 7:09pm 9

Here’s a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines):

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