Restricting Forecast Category Selection in HubSpot

[CC_x]

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!

[karstenkoehler · Accepted solution]

Hi @CC_x,

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

Best regards!

[CC_x]

Thanks so much @karstenkoehler !