During implementation, a form was created to allow our contacts to submit for a stipend. They are able to submit for a stipend for three separate deals - and can submit once per deal, if they choose. The info from the form is visiable via a custom card on the Contact. From there, internally, we evaludate and flag it as “granted” or “not granted” with a drop down on the Contact card.
Since they can apply again for a stipend for a different deal, the form updates with the Contact card with new information and does not reset the flag that told us if it was “granted” or “not granted”. While the previous data is not lost, per-say - it does make it more difficult to see the history.
I have toyed around with copying the data entered for the stipend form down to the associated Deal it is related to so that the info stays with the deal. However, there are times we would want to see easily if they have received the stipend before or not at the Contact level.
Would it make sense to just separate the deal stipend forms into 3 separate forms with their own custom properties just to keep it all clean? The data we request is relatively the same with one exception - which deal is it related to. Thoughts?
Hi @montgardes,
You wouldn’t necessarily need three forms - you could start with the question which deal they’re submitting the form for, them conditionally show properties specific to each option: Use dependent form fields (legacy)
Alternatively/additionally, have you considered simply using three fields to track the grant status for each deal?
Lastly, copying the information into an associated object like a deal unlocks more reporting option, especially if you need to see the status of each deal.
The info which deal was closed / granted could be copied back to the contact via workflow if you want to see it there.
Unless you have more specific requirements, a lot of this comes down to personal preference 
Best regards
Ooo! I like those ideas! I did start down the path of creating some deal specific statuses, but then started worrying that I was blowing up the custom properties. I know from my years working with systems that it is always a balancing act, so I thought I would ask given my newness to HubSpot. I appreciate your feedback and approach as I think it is a good balance! Thank you!!