Missing properties when editing Deals Form

[AKrobath]

When I want to set up/edit the Deals Form I do not have all properties available to chose from. When I click on "add property" only 2 groups are shown and within this groups a lot of properties are not shown and therefore can not be selected. This are all normal number fields (so no calculated ones which are not shown by default). Also when comparing the property setting there is no difference to be found between available and not available properties. I also logged out already and used a different browser, but always the same. How can this be solved? Looks like a bug for me.

[AKrobath]

Type is either Number or Single line text

[karstenkoehler]

@AKrobath and none of these properties are view-only, all of them can be edited on the deal itself?

[AKrobath]

Well, I can not add them to the deal form in the first place, which is why I even can not enter anything. I compared settings and I could not find any difference between available properties and those which are not. There are many Properties provided by Hupspot (Group Analytics History, Original Traffic Source) which are shown but many others are not and I can not figure out why.

[karstenkoehler]

@AKrobath some properties are read-only, which is why I was asking whether you can edit them on the deal record itself: https://knowledge.hubspot.com/records/update-a-property-value-for-a-record

Some default properties are simply view-only and cannot be added to the create form: https://knowledge.hubspot.com/properties/hubspots-default-deal-properties

[AKrobath]

Now this seems to be a trace to the solution of this miracle. When I add these fields to the table view columns of the deals I really can not edit them. Is there a way to figure out which are editable and which are not? Like a list of the properties provided by hubspot where I could see which can be edited?

[karstenkoehler]

@AKrobath I shared that list in my previous reply. The field definitions typically include a note when it's view only. By attempting to edit a value on a record you can confirm, too. If you're a super admin but can't edit a property, it must he view only.

[AKrobath]

Thats it. Problem just was that there is no note at the field types here that they are read only, therefore there also was no difference when comparing the settings. And it was just annoying to have eg. a property "monthly recurring revenue" but no way to add it to the form and actually use it. But now I understand that quite a lot of deal properties have some connection deeper into the system (like to line items) and are therefore in a way calculated while the field type still says number. However, at least now I know what I have available and what not (and why). Thank you for your patience and for your great support, it was really very helpful!

[AKrobath]

Sorry, I did not see this. Here some examples: Annual Contract Value, Annual Recurring Revenue, Exchange Rate, Latest Approval Status ...

[karstenkoehler]

@AKrobath what is the type of these properties?

[AKrobath]

For one, this are deal properties. A mixture of ones I created and about 20 already their from Hubspot. And I am referring to this: https://knowledge.hubspot.com/object-settings/set-up-fields-seen-when-manually-creating-records - so clearly here I CAN chose deal properties, just only around half of them!

[karstenkoehler]

@AKrobath I understood that part, thank you, but I need more detail from you to investigate this, see my previous reply.

can you please give two or three examples of properties (type, name) you're expecting to see there but which do not show up?

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Alternatively, you can always contact HubSpot support directly in-app, via chat or email.

[karstenkoehler · Accepted solution]

Hi @AKrobath,

Deal properties are not supported in forms, see here: https://community.hubspot.com/t5/HubSpot-Ideas/Use-Deal-Properties-in-Forms/idi-p/208361

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

If you're seeing properties, then these are likely not deal properties – could you double check?

Have a great day!

[AKrobath]

Perhaps I was not accurate in my wording, so I better describe the flow: when I want to add a new deal (create new deal), a form opens up. In the top right corner it says "edit this form". When I click this to edit it, I have "add properties" on the left side bar. There I can chose from ca. 50% of my deal properties, but for whatever not all of them. So this is not about a new form, but the existing "Create Deal" form following the way it is supposed to be edited. And as I said, many of the Deal properties are available (as they should) but around half of them not for no obvious reason. Please help.

[karstenkoehler]

@AKrobath can you please give two or three examples of properties (type, name) you're expecting to see there but which do not show up?