Forms to update Projects properties

Service Hub Knowledge Base Tool
1

Hello,

I have been creating properties for “project” object type and I am running into issues with forms.

  1. In the properties settings/rules: I do not get the option to make the property visible to forms
  2. When creating a form from scratch and add a text to field, when trying to connect this text field to a property, properties available are only properties of contacts, companies or tickets, nothing for projects.

My first question is am I missing a setting or something to unlockthese capabilities? Broader question is can forms be used to edit Projects properties?

2

Hi @OCristol,

Neither the legacy nor the new form editor support project properties at this point. If you wanted to create a project from a form submission, you would have to do so through a contact-based workflow, using the create record workflow action:

160664i775E393BDB6AD726.png
160664i775E393BDB6AD726.png400×369 43.1 KB

You could also submit a request to the product team for project properties in forms here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

These requests are reviewed based on their popularity.

Best regards!

3

Karsten,

thank you for your response. I suspected forms did not support projects and your response confirms this. The scenario here was to create properties for project object so that we could send a form to certain contacts and have them provide project updates so that all information for a given project would go to the project->notes or a manually created Project Update property (text). This seems pretty straight forward and I was hoping this could be achieved without going through too many loops.

4

Greetings @OCristol,

As of now it can’t be seen in legacy form

160673i379F493C13FCB1C1.png
160673i379F493C13FCB1C1.png400×300 23.7 KB

Nor in the new form editor can be seen

160674i33C361E424C4DF6C.png
160674i33C361E424C4DF6C.png400×297 29.5 KB

Here’s the documents that can help:

Alternate solution to this could be to, collect data with contact porperty in form then, then use workflow to copy thevalues to a Project record later.

Hope this helps, if it does then help the community by marking it as a solution.

Happy HubSpotting.

Thanks & Regards,

Dilshad Shaikh

5

Hi,

I had the same issue. Forms can’t directly update Project properties, but here are two workarounds that worked for us:

Option 1: Sync properties via Contact Save the information on the Contact level first, then use property sync in HubSpot to mirror the relevant fields onto the Project. No extra workflow needed.

Option 2: Hidden field with Project ID (great for events) We use this when forms need to connect to specific projects (e.g. for events):

  1. Pre-fill the Project ID as a hidden field via URL parameter: ?project_id=...
  2. Build a workflow that uses this ID to associate the contact with the correct project
  3. Each project gets its own unique form URL that you can use on landing pages

This way, contacts get linked directly to the right project automatically.

Hope this helps!