APIs & Integrations

PAtlan
Mitwirkender/Mitwirkende

Creating CRM Cards with dropdown lists ...

lösung

I'm trying to develop a CRM Card to display with my Contacts. 

The context is that each of my companies is attached to a number of "Locations" (custom objects...). 

I want to select a Location for each contact, but this location should be limited to the locations that are linked to the Primary company of the contact. 

 

I've built a project where I manage to retrieve the list of relevant locations for each contact (get the primary company, and fetch the list of locations attached to that company)

 

However, now I want my CRM Card to DISPLAY these locations and give the user a choice. BUT in the list of things to display on my CRM Card, I don't see a dropdown list ... 

 

Any ideas how I could do this ? 

0 Upvotes
1 Akzeptierte Lösung
Mike_Eastwood
Lösung
Trendsetter/-in | Gold Partner
Trendsetter/-in | Gold Partner

Creating CRM Cards with dropdown lists ...

lösung

Hi @PAtlan 

 

You could add an Action to open a Modal from your CRM Card, then you have full control over the HTML in the Modal.

 

Have fun

Mike

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7 Antworten
sejal_parikh
HubSpot-Produktteam
HubSpot-Produktteam

Creating CRM Cards with dropdown lists ...

lösung

Assuming this is the ask for the new CRM development beta, this is now possible using select input component https://developers.hubspot.com/docs/platform/create-custom-crm-cards-with-projects#select-input

PAtlan
Mitwirkender/Mitwirkende

Creating CRM Cards with dropdown lists ...

lösung

Hey @Mike_Eastwood , thanks for the offer. Yes, I would love a few rabbits to chase 🙂

 

I can't for the life of me figure out how to pass data to my modal window. My CRM card has some logic to extract info from the CRM (specifically, a list of custom objects linked to the company that's linked to the contact..) and i'd love to pass a json object to my modal, but i can't find anything in the documentation about that. 

If you had any pointers, it would be great!

Thanks.

Paul

0 Upvotes
Mike_Eastwood
Trendsetter/-in | Gold Partner
Trendsetter/-in | Gold Partner

Creating CRM Cards with dropdown lists ...

lösung

Hi Paul,

 

You can choose the properties sent to the modal, but you can only send properties of the object where your CRM Extension appears (e.g. a CRM Extension on the Contacts page will only send Contact Properties). 

 

You will need to use the Associations API to fish for an associated Custom Objects.

 

Cheers

Mike

 

0 Upvotes
Mike_Eastwood
Lösung
Trendsetter/-in | Gold Partner
Trendsetter/-in | Gold Partner

Creating CRM Cards with dropdown lists ...

lösung

Hi @PAtlan 

 

You could add an Action to open a Modal from your CRM Card, then you have full control over the HTML in the Modal.

 

Have fun

Mike

PAtlan
Mitwirkender/Mitwirkende

Creating CRM Cards with dropdown lists ...

lösung

Hi @Mike_Eastwood , 

Thanks for the tip. I've got to that part working, at least. My issue now is *passing data* to the modal: I have a whole json object i'd like to pass, and I can't seem to get it working. Supposedly I could at least pass "Additional Properties" in the button, but I can't get it to work, and I can't find any documentation.

0 Upvotes
PAtlan
Mitwirkender/Mitwirkende

Creating CRM Cards with dropdown lists ...

lösung

Hi @Mike_Eastwood , 

Thanks for pointing this out.  
I was sort of hoping I didn't need to go down yet another rabbit hole to figure it out! But I guess needs must.

 

0 Upvotes
Mike_Eastwood
Trendsetter/-in | Gold Partner
Trendsetter/-in | Gold Partner

Creating CRM Cards with dropdown lists ...

lösung

Hi @PAtlan 

 

Let me know if you need a rabbit? I have spent a lot of time down that rabbit hole.

 

Mike

0 Upvotes