Duplicate field N times in form.

Marketing & Content Hub Lead Capture Tools
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1

Hi,

I am creating a claim process form for damaged goods. In the form I have a field (<NumberOfSKU>) in which I capture the number of SKU(s) (stock keeping unit) that the claim being filled covers. I am expecting a numeric value as <NumberOfSKU>.

For each SKU, I want to capture information such as:

  • Product Name
  • Brand
  • Serial Number

So, my idea was the following:

Depending on the number of SKU entered, I make those fields appear <NumberOfSKU> times.

Is that possible in a form?

2

Hi @02091,

This is possible. It requires a Marketing Hub Professionalor CMS Hub Professional subscription: Use dependent form fields (legacy)

The idea here is to create a custom number field for the number of SKUs. You could then set up rules for dependent fields:

  • If number of SKUs = 1, then show product name 1, brand name 1, serial number 1
  • If number of SKUs = 2, then show product name 1 and 2, brand name 1 and 2, serial number 1 and 2
  • If number of SKUs = 3, then show product name 1, 2, and 3, brand name 1, 2, and 3, serial number 1, 2, and 3

HubSpot will not simply multiply the same field. You need to create those custom properties for each number of SKUs. If you expect up to 10, for example, a total of 30 custom properties are needed.

Without the aforementioned licenses, this cannot be achieved natively.

Best regards!

3

Isn’t this a bad solution?

Since:

  1. I never know how many SKU units are going to be damaged upfront (Sometimes could be a ridiculous amount, 50 units). So, I would end up having to create huge amount of properties.

I have had another idea:

  1. I create a form <ClaimForm> in which I ask for client data and number of SKU.
  2. Then a workflow that has as trigger, the completion of the: <ClaimForm>.
    • Workflow sends email and Excel template to email address entered in the form.
    • Note: I expect the user to download the excel template, save it, and send it to us.

Would that be something that could potentially work?

4

Hi @02091,

Without having the full picture, I can’t tell whether that’s a bad solution or not. It is in any case the only one based on dependent fields at the moment.

If handling an Excel file is an option, then sure, a general claims form and an automated marketing email linking to an Excel template will work. That Excel template would have to be uploaded in the file manager, it can’t be attached.

Let me know if you have any follow-up questions!

Best regards!

5

Hi again Karsten,

Thanks for the support. Could you please ellaborate a bit more on this part:

“General claims form and an automated marketing email linking to an Excel template will work”.

I am quite new in HubSpot.

Thanks!

6

Hi @02091,

Sure! You would start by uploading your Excel template in the file manager. Upload files to use in your HubSpot content

You can then create an automated email which references this Excel template, simply hyperlink it on a button or in the text. The email will say something like “Thank you for your claim. Please use the Excel template below to provide more details.” Send automated emails in workflows

Once saved, you can create a contact-based workflow. Navigate to Menu > Automation > Workflows to do this. In your workflow, you would enroll contacts who submit the claims form, followed by the send of the email created above.

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(The post editor currently doesn’t let me increase the size of the image. Clicking into it should show it fullscreen.)

When you click into the enrollment triggers, make sure that re-enrollment is enabled for form submissions in the right sidebar (tab “Re-enrollment”). That way, people can submit the form multiples times and will also receive the email again.

Let me know if you have any follow-up questions!