Hi,
I created multiple form views for each pipeline I have with preview and record customizations and conditional logics.
However, the deal preview and left sidebar of the record page is not working for the pipelines. How do I fix this?
Hi @ridazaidi01,
Can you please share more details?
- Screenshots of the record layout settings
- Screenshots of what you’re seeing on the deal record
- What exactly is not working?
Once you share more details, I can assist.
Best regards
So, deal preview is working fine for 1 pipeline. It shows all the about this deal properties I added through preview customization.
However, my second pipeline is not working the same way. Preview is not showing the properties.
Moderation note: The HubSpot Community is a public space. I have therefore edited your content for security & confidentiality reasons.
@ridazaidi01 thank you - where exactly was that last screenshot taken? On the deal record? Or is that the preview pane on another page?
This was taken on the deal page. It’s the right side one. But it’s the same on deal preview page as well where it appears on the left side.
Hi @ridazaidi01 and thanks so much for sharing the screenshots and context for the HubSpot Community!
I understand that a deal property is not showing in the preview sidebar card. Please let me know if that’s not the case.
Can you please check the following:
- Ensure the field is a deal property (not contact, company, or custom object).
- Verify the property has a value on the deal (even empty fields usually show, but it’s good to check).
- Is it missing only for you or for other users as well?
Now, let’s consult our Top Experts: Hi @karstenkoehler, @Josh and @trevordjones do you have suggestions to help @ridazaidi01, please?
Alternatively, you can also reach out to our Support Team and they can look into this for you.
Thanks and have a wonderful weekend!
Bérangère