APIs & Integrations

MatthewShepherd
Key Advisor

Custom Object Card Not Showing in Sidebar

Hi all,

 

I created a new custom object, 'Contract', in a demo portal as described here: https://developers.hubspot.com/docs/api/crm/crm-custom-objects

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

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9 Replies 9
dredlich
Member

Custom Object Card Not Showing in Sidebar

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.

0 Upvotes
Kevin-C
Recognized Expert | Partner
Recognized Expert | Partner

Custom Object Card Not Showing in Sidebar

Hey @MatthewShepherd & @dennisedson 

 

I'm experiencing this issue  exactly as @MatthewShepherd was.

Oddly enough the same portal has another custom object with an identical association schema that does show in the side bar.

 

Was this ever resolved?

 

EDIT:

To add to this I am able to query crm_associations usign the contact id and retrieve the object.

Kevin Cornett - Sr. Solutions Architect @ BridgeRev
dennisedson
HubSpot Product Team
HubSpot Product Team

Custom Object Card Not Showing in Sidebar

@Kevin-C ,

Not sure what is going on in your portal.  Have you contacted support.  Would have to look at the portal.

Lucca_Deluqui
Member

Custom Object Card Not Showing in Sidebar

Hi @RMones !

 

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.

If you have any tip, Lemme know! 

 

Lucca P S Deluqui

RMones
Contributor | Platinum Partner
Contributor | Platinum Partner

Custom Object Card Not Showing in Sidebar

Hi @Lucca_Deluqui ,

This is working as expected at my side. Are you sure the associations are added to the right objects? 

Do you see theassociations when you do the api call to the schema's endpoint?

 

Greets Ronald

0 Upvotes
Lucca_Deluqui
Member

Custom Object Card Not Showing in Sidebar

Hello @MatthewShepherd,

I find myself in the same situation, was there any solution to the association and visualization on the sidebar of the contact page?

0 Upvotes
SixFlow
Participant | Elite Partner
Participant | Elite Partner

Custom Object Card Not Showing in Sidebar

We are experiencing the same thing. Have followed the docs exactly, custom object is associated, but not showing in contact sidebar.

dennisedson
HubSpot Product Team
HubSpot Product Team

Custom Object Card Not Showing in Sidebar

Hey @MatthewShepherd 

Are you still having issues with this?  Have you had this issue before is this a one off? 

0 Upvotes
MatthewShepherd
Key Advisor

Custom Object Card Not Showing in Sidebar

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

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