Using forms to create custom object records

[Dim1]

I have created a form that is populated with poperties from my custom objects.

On form submit, I want it to create a new record inside this custom object.

The issue I have is that it will create the record, but no properties will copy into the record.
I have tried associating it to a contact and using workflows to copy these properties. Nothing I try seems to work.

Is this a current limitation of the platform, or am I don’t something incorrectly?

[karstenkoehler]

Hi @Dim1,

This should be working, see here: https://community.hubspot.com/t5/Releases-and-Updates/Now-Live-Custom-Objects-Properties-available-in-Forms/ba-p/540359

When you say ‘nothing I try seems to work’, could you elaborate on how exactly you’re testing? Just to confirm, I assume you’re submitting the form and checking for newly created / updated custom object records?

Have you made sure that the property you chose as the primary display property is on the form?

Best regards

[Dim1]

Thanks for the reply!

I’ll list my workflow below, but I will first mention that I don’t seem to have the option to add a primary display property in the form.

Here is the form I have setup. It includes the 3 custom object properties I’d like to track.

I have also added a hidden email with a pre-set address, as it won’t create a record unless I can associate it to a contact.

After the form has been created, I use a simple workflow triggered by it to create a record:

As you can see below, none of the properties filled out in the form come across to the record:

I must be doing something wrong, but I just can’t seem to figure it out.

I have also use other workflows to copy the properties across, but they seem to do nothing either.

[karstenkoehler]

@Dim1 there shouldn’t be a need for both custom object form fields and a workflow. You should only need two. They’re separate approaches. A few thoughts:

• When you navigate to the form and click into the tab Submissions, you should see your test submission. Hover your mouse over it, click the appearing details button and check the right sidebar that opens. Does all look correct here, any warnings?
• Can you please create the workflow as a regular workflow, not simple automation? A regular workflow gives you access to the details page where the log could provide helpful information about errors. Understand your workflow details page
• Just to confirm, when you open the contact record that was updated through the form submission, your test custom object is not appearing in the right sidebar? Or is it and it’s simply missing fields?

[Dim1]

Hi,

I will re-do the workflow and reply with the results. For now, here is a bit more info as requested

Here is a screenshot of what shows up against the submission.

This is the custom object record page:

[Dim1]

I solved this by passing through the custom object name property. It was not by default visible in forms.

Once I added it in, I set a default value and hid it.

I then use a workflow to change the name of the record once it’s created.