Conditional Display of Associated Deals on Custom Object (Quote) Based on Property Value

[Nithya_01]

Hi everyone,

I have a custom object called Quote, which is associated with Deals (standard object). By default, all associated deals show up on the quote record view.

I want to only show associated deals when the quote's Probability of Closing = 100.

From what I’ve found, it seems this isn’t possible using HubSpot’s default UI.
Is there a way to hide the default "Associated Deals" section if it doesn’t meet the condition?

[mreal]

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@Nithya_01 wrote:

Hi everyone,

I have a custom object called Quote, which is associated with Deals (standard object). By default, all associated deals show up on the quote record view.

I want to only show associated deals when the quote's Probability of Closing = 100.

From what I’ve found, it seems this isn’t possible using HubSpot’s default UI.
Is there a way to hide the default "Associated Deals" section if it doesn’t meet the condition?

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One approach is to utilize HubSpot's custom CRM cards feature. With custom CRM cards, you can create a tailored view that displays associated deals only when certain conditions are met, such as when the "Probability of Closing" property equals 100%. This method involves developing a custom card using HubSpot's CRM Extensions API, allowing for dynamic content based on record properties. For more information on creating custom cards, you can refer to HubSpot's Knowledge Base article on creating cards to display data on records.
Another option is to customize the record sidebar for your custom object. While this customization is static and doesn't support dynamic display based on property values, it allows you to configure which properties and sections appear in the sidebar. This can help in organizing the record view to prioritize the most relevant information.

[kosalaindrasiri]

Hey @Nithya_01,

You're correct, HubSpot’s default UI does not support conditional logic to hide associated object sections (like "Deals") based on property values in another object (like your custom object "Quote").

As of the latest documentation, HubSpot's record page layout customization supports:

• Hiding/showing fields conditionally (via conditional sections in the left sidebar)
• But does not support:
  • Hiding/showing associated object cards (e.g., Deals, Tickets, Contacts) conditionally
  • Running logic based on property values to change what's visible in the middle or right panel

But you can:

• Build a custom CRM card (UI Extension) using an external app
• Use the hs_object_id to fetch quote properties via API
• Show/hide deal info on your custom card based on probability_of_closing

Regards,

Kosala

[Josh]

Hi @Nithya_01,

I don't think it's going to be possible, as those association cards don't have the ability to use conditional logic like the left property cards do. There's an idea in the ideas forum already for the middle column, but I think the same logic would (or should) apply to the right column cards. https://community.hubspot.com/t5/HubSpot-Ideas/Conditional-Logic-in-Middle-Column-of-Records/idi-p/9...

[Nithya_01]

Hi @Josh,

Can I achieve this using custom code or any other methods?

[Josh · Accepted solution]

Yes, that should certainly be feasible by building a custom app card.

Here's the resource for that:

https://developers.hubspot.com/build-app-cards