The ability to create conditional ticket stage properties

HubSpot Ideas
,
1

Hi HubSpot,

It would be extremely useful if there was the ability to create conditional ticket stage properties.

I love the fact you can set the current properties up, so if Pipeline is X and Status is Y, properties A,B need to be completed.

But to avoid many pipelines, there are certain properties that are only relevant in scenarios.

If I could use ticket properties to create conditionl logic on the ticket stages, it would be a great help.

For example, if ticket property category = cancel order, when the stage is set to closed, it forces the user to enter the supplier cancellation number.

Please look into this feature!

2

+1 to this. If I am understanding this right, I am also facing this issue.

When closing a ticket, I would like our support members to have to select a “category” and then if category = customer issue, I would like further properties to be filled in “issue category” and “issue sub-category”.

3

We have the same challenge as @JTree.
@PGraves, from my understanding you’re not quite facing the same challenge and the good news is that there’s already a solution for what your are looking to acheive.

1. Set up conditional logic for enumeration properties with this procedure: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties?hubs_content=knowledge.hubspot.com/properties/set-up-conditional-options-for-properties&hubs_content-cta=conditional%20logic%20to%20display%20properties

This is where you’ll set when the category = customer issue, show issue-category and sub-category. You can even set another condition if you prefer to only show the sub-category based on certain issus-category.

2. You can set customize properties shown in each ticket status following this procedure: Set up and manage object pipelines

This is where you’ll set your condition to show the category properties when it reaches the close status.