I defined the schema and can now create 'Contract' records in the portal. I have defined associations (including contacts) and ave associated an instance of my new record type with a contact record and received a COMPLETE status response in doing so. I have set primary and secondary properties to show on the 'Contract' card. Despite all of this I can't see the 'Contract' card in the right sidebar of the associated contact record and I'm not seeing a contact card in the right sidebar of my 'Contract' record.
Any ideas what I might be missing here?
Thanks!
Matthew Shepherd
Freelance HubSpot Consultant CRM Consultant | SEO Specialist
Have you customized the right sidebar to show your custom object? If you go to the contacts object configuration and click the "record customization" tab, you can customize most elements of the record presentation including the right sidebar. If your custom object isn't appearing in the right sidebar, you can add it here.
I checked the object i created, and saw that there were associations between all the native Hubspot objects , and my custom one ,"Operation". Although the create and update dates of "operation_to_contact" were null, which was the association we intended to use.
I tried manually creating the association between one instance of each object, throught the API with no success.
The end-goal would be to create these custom-objects through one WorkFlow and associate it to a contact. I'll keep studiying the Custom Objects API, i might've left something pass.
Hi @dennisedson Yes, still having this issue. This is the first custom object I've created so this is the first time I've had the issue. Just didn't know if I was missing something obvious. Thanks, Matthew
Matthew Shepherd
Freelance HubSpot Consultant CRM Consultant | SEO Specialist