Filter Associated Fields

Developer Support APIs & Integrations
1

Hello, my name is Tony, I am new to HubSpot, and I am on the very STEEP learning curve phase of HubSpot. This is my first post. I am not sure this is the correct place. If not please correct me.
Our contracter setup 3 custom objects (address, location & services). These objects represent data from tables in one of our internal databases. Each object has a property that reprensents a record number from its parent table (object). So Service has a property that points back to Locatin and Locatin has a property that points back to Address.
In Deals I have added an associaton for Account and Location. What I need to be able to do is have the Location filtered by the what ever record is chosen for Account.
Even though I have not done this yet in HubSpot, I feel like this is going to take some custom code and was looking for some direction on accomplishing this. Any examples we can learn from.
Is this even possible?
Thank you for time.
Tony D. Koehn

2

Hi, @TKoehn. Thanks for your question. It sounds like an interesting project to tackle. Do you have experience coding custom apps and possibly a custom interface to display what your additional API calls return? I don’t have a documented example for a customization like what you are describing. Our roadblock is this type of dynamic filtering isn’t available in-app.

A simplified approach to start testing with might look like:

  • Determine the API call(s) you need to make to return the Locations associated with that Account based on your custom object structure
  • Work out a custom interface to display the response from the API to dynamically populate a dropdown or selection list

Endpoints to consider:

Best,

Jaycee

3

Jaycee,

Thank you very much for responding. I am new to the HubSpot world and have not played with the customer interfaces but it does look like thats the path that I would like to persue and create a customer drop down. I have began to play with this and have been able to extract the locations that I want in a custom drop down. At this point I am at a loss on how to create the custom drop down.
Can you point me in the direction of where I can either read on how to create custom drop downs or better yet some examples that would jump start me to where I need to go.
Thank you for your time.

Tony D. Koehn