Dear,
When I create a new pipeline, I would also like to create a unique form and select unique properties for this specific pipeline (other properties than the standard sales pipeline.
Is this possible and how should I do this?
Thanks in advance!
Gr. Jan
@JOtten This is possible through conditional logic on the create record forms available for Professional and Enterprise users. Documentation with instructions here.
If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!
Hey @JOtten
Do you mean, that you want to have a unique left sidebar for this specific pipeline, is that correct?
This feature is desirable, and what you can do not (If you have Sales Professional or Enterprise) - you can make a record sidebar (left one) Conditional. Please read this article Customize records
Scroll down a bit and read the section:
Hi Anton,
Let me try to better explain my question. When I create a Deal in HS, I have to fill properties. The form with those properties I can edit. What I would like to achieve is, to have different forms with different properties by pipe-line. So for pipeline A is have 6 properties to fill and for pipeline B I have 9 properties to fill (depending which pipe-line I choose/select) and the properties can sometime be the same and/or unique by pipeline.
Thanks for your response.
Gr. Jan
Hello @JOtten ,
I am giving you steps i think if you follow you can achieve that -
Step 1: Go to settings and click on deal object.
Step 2 : Click on “Customize the ‘Create deal’ form”
Step 3 : Click on Add conditional logic
Step 4 : Add your responsible property through which you differentiate properties.
I hope this will help you.
Thank you
Shubham Nigam
Hi Shubham,
Thanks, partially this already helps, but having properties in pipeline A which are mandatory to fill, I still have them when I select pipeline B for which I created the conditional logic. My preference is not to see (and need to fill) the properties for pipeline A, only the properties for pipeline B.
Something possible there?
Thx. Gr. Jan
Hello @JOtten ,
Might be I understand wrong. So what i understand is you are trying to create a deal creation form and based on pipeline you want to show diff prop..
So what i suggest to add two coditional logic and select properties for both pipeline and remove rest of properties.
So, in above screenshot there are some other properties were there earlier below Deal stage but i have removed them and create two conditional logic there.
I think this will solve. If i understand correctly.
Thank you
Shubham Nigam
Okay i got you,
So if you go to pipeline settings there infront of every stage there is an option where you can mark some properties as required to move deal to that stage.
Like this -
So if you remove property from here then you will not see properties in form.
Thank you
Shubham Nigam
Hi Shubham, what about the properties I created myself, I don’t see them in the overview pointed out to me.
Thx. Gr. Jan
So I believe those properties you already marked them in form so if you remove from the pipeline settings which i informed you in my last reply screenshot will not impact anything.
If you want them to include in the pipeline stages you can no issues in that. it will actually become a validator when you try to move any deal from one stage to other then hubspot will check that are those properties which are marked as required for that particular stage is filled or not if filled then it will allow you to move deal to that stage.
Thanks
Shubham Nigam
If you can give me the screesnhots like where you actually wanted to see those properties i can better guide you.
Can we have a quick Teams call? When you provide me your emailaddress I can send you an invite
Okay I am shared with you in inbox.
