💬 RevOps Discussions

CC_x
Participant

Restricting Forecast Category Selection in HubSpot

SOLVE

Hello!

Is it at all possible to prevent users from selecting 'Best Case' or 'Forecast' as a 'Forecast Category' (HubSpot created property), unless certain custom properties have been filled in first?

Many thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Restricting Forecast Category Selection in HubSpot

SOLVE

Hi @CC_x,

 

Yes, with conditional logic for enumeration properties 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

karstenkoehler_0-1758878297479.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Restricting Forecast Category Selection in HubSpot

SOLVE

Hi @CC_x,

 

Yes, with conditional logic for enumeration properties 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

karstenkoehler_0-1758878297479.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
CC_x
Participant

Restricting Forecast Category Selection in HubSpot

SOLVE

Thanks so much @karstenkoehler !

0 Upvotes