The current dropdowns in the service objects do not allow hiding names from appearing in the dropdown. As for a custom service property for allocating resources, I cannot delete the names of the past resources
I just need them to stop appearing in the dropdown going further
Is there any way this can be achieved?
Hi @HubspotUserVal,
Which dropdown exactly are you referring to? Can you share a screenshot?
Best regards
@HubspotUserVal you can’t have a dropdown option that is hidden in the CRM UI. You would have to delete it, rename it to “Do not use | …” or similar. HubSpot currently does not have an option have it still available in the background but hidden to users in the HubSpot UI.
@karstenkoehler Thank you for the clarification. However, neither of these solutions works for our use case. Renaming the options to “Do Not Use” is not an ideal solution as it clutters the dropdown and may cause confusion for users.
Deleting them is also not an option, as the resources allocated to past deals will be erased and we will lose track of who worked on them.
Could you advise if there is any workaround, such as using conditional options or a controlling property, to suppress these legacy values from appearing in the dropdown while keeping the historical data intact in the background?
@HubspotUserVal have you considered creating a separate property for those legacy values and store the information there? After migrating the information to a separate property, you could remove those dropdown options.
Thank you for the suggestion. However, migrating the data to a separate property would require updating all past deals manually, which is not feasible given the volume of records. Additionally, having the resource information stored in a separate property rather than the original one would break the consistency of our reporting and make it harder to track resource allocation across deals accurately.
Could you also let us know if this is something HubSpot is planning to build natively in the future, such as an option to archive or hide dropdown values without deleting them? This would be a very useful feature for managing legacy data across the CRM.
Hi @HubspotUserVal,
Thanks for the bringing this to the Community! Also thank you @karstenkoehler for your help here so far!
Karsten is correct. Current the only available workaround/ solution would be delete the property options or utilize a different naming convention for those options in question. That said, I’m not seeing this currently on our roadmap at all and encourage you to consider creating a post on our Ideas Forum here. Ideas posted in this forum are seen and reviewed directly by our product team regularly, and this is the best way to raise feature requests and increase the chance it will become a feature in the future!
Thanks for contributions to the community and thank you for your patience in the meantime!
Best,
Sam, Community Manager
Hi @HubspotUserVal,
One possible workaround could be to add a second helper property with a default value, and then use conditional logic on the main dropdown field.
For example, if the first property has options A, B, and C, you could create a second property and set its default value to D.
Then you can configure conditional logic so that when the second property = D, the first property only shows A and B.
This way, the older option C can still remain on existing records, but users would no longer see it as an available choice for new ones.
Just one thing to note: this would require access to conditional property logic, which is available on Professional and Enterprise.