Restricting Forecast Category Selection in HubSpot

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CC_x

‎sep 26, 2025 5:15 AM - editado ‎sep 26, 2025 5:19 AM

Participante

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!

RevOps
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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner

‎sep 26, 2025 5:18 AM

Miembro del salón de la fama | Partner

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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2 Respuestas 2
karstenkoehler
Solución
Miembro del salón de la fama | Partner

‎sep 26, 2025 5:18 AM

Miembro del salón de la fama | Partner

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.

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CC_x

‎sep 26, 2025 6:55 AM

Participante

Thanks so much @karstenkoehler !

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Restricting Forecast Category Selection in HubSpot
Hi @CC_x,   Yes, with conditional logic for enumeration properties 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties   &...
Hi @CC_x,   Yes, with conditional logic for enumeration properties 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties   &...
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Sep 26, 2025