CRM

Wakira
Participant

Create validations on the custom fields

SOLVE

Hi Dear,

 

Does anyone know if there is any way to create validation in custom fields (properties), for example in a certain pipeline, when moving the card some fields may be mandatory, but I wanted to put an exclusive valid for each field, how not to let the filling be a value other than a specific format (ID XX.XXX.XXX-XX) ?

 

Thanks

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create validations on the custom fields

SOLVE

Hi @Wakira,

 

HubSpot is currently introducing property validations, they're in public beta:

 

[Public Beta] Property Validations

What is it?

You can now define granular rules for property values, which gives you more control over the data that enters your CRM.

 

Why does it matter?

As an admin, you care about the quality and integrity of your CRM data, but data consistency isn’t a high priority for everyone that enters data into the CRM. Until now, you couldn't control what other users entered, so you either ignored the create documentation, which would just end up ignored. The result? Inconsistencies start piling up, eroding trust and confidence in your data and ultimately making your job harder.

Now you can set validation rules for custom text, and number properties. When set, these rules act as guardrails for properties, preventing users from deviating from your requirements when entering data (e.g., only numeric values can be entered and no special characters). That means a cleaner, more reliable database and higher quality data your teams can count on to make tough business decisions.

 

How does it work?

To set data validation rules for a new property:

  1. Navigate to the settings icon in your navigation and select Properties.
  2. Use the Select an object dropdown menu to select the object you need (Contact, Company, Deal, etc.).
  3. Click the orange Create property button.
  4. In the Select validation rules section, check the box beside the rule to turn the property validation rule on.

Note that the options shown will depend on the property’s field type:

  • If single-line text: set a minimum/maximum character limit, restrict values to only numeric characters, or disallow special characters ($, %, etc.).
  • If number: set a number range or set a number of decimal places.

HubSpot is committed to making it easier for you to set up guardrails to prevent bad data from entering your CRM. Keep an eye out for additional validation rules coming soon.

 

Note that validations are not yet enforced on mobile. At this time, when a validation is setup, users will still be able to enter invalid data from their mobile device.

 

Who gets this?

This feature is in public beta and is available to all HubSpot accounts. To enroll, log into your HubSpot account, then click your avatar in the upper-right corner > Product Updates > Betas, and click "Join Beta."

 

Then, navigate to Settings > Properties and opt in via the Beta button in the bottom-left.

 If you want a user to fill a field when a card according to certain rules, this would be the feature you're looking for. If you want to make that field required when a card is moved to a certain stage, you would need an additional setting, as described here: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-... (This requires a Sales Hub Professional or Enterprise subscription.)

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

deepikaverma
Solution
Top Contributor

Create validations on the custom fields

SOLVE

Hi @Wakira 

This feature is in the Public beta, you can access it by Going to Settings> Properties> Click opt-in all users in beta (down left corner) > Now create/ edit property ( here you will get limited validation rules).

deepikaverma_0-1663745230126.png

Hope it helps!
Thank you

View solution in original post

2 Replies 2
deepikaverma
Solution
Top Contributor

Create validations on the custom fields

SOLVE

Hi @Wakira 

This feature is in the Public beta, you can access it by Going to Settings> Properties> Click opt-in all users in beta (down left corner) > Now create/ edit property ( here you will get limited validation rules).

deepikaverma_0-1663745230126.png

Hope it helps!
Thank you

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create validations on the custom fields

SOLVE

Hi @Wakira,

 

HubSpot is currently introducing property validations, they're in public beta:

 

[Public Beta] Property Validations

What is it?

You can now define granular rules for property values, which gives you more control over the data that enters your CRM.

 

Why does it matter?

As an admin, you care about the quality and integrity of your CRM data, but data consistency isn’t a high priority for everyone that enters data into the CRM. Until now, you couldn't control what other users entered, so you either ignored the create documentation, which would just end up ignored. The result? Inconsistencies start piling up, eroding trust and confidence in your data and ultimately making your job harder.

Now you can set validation rules for custom text, and number properties. When set, these rules act as guardrails for properties, preventing users from deviating from your requirements when entering data (e.g., only numeric values can be entered and no special characters). That means a cleaner, more reliable database and higher quality data your teams can count on to make tough business decisions.

 

How does it work?

To set data validation rules for a new property:

  1. Navigate to the settings icon in your navigation and select Properties.
  2. Use the Select an object dropdown menu to select the object you need (Contact, Company, Deal, etc.).
  3. Click the orange Create property button.
  4. In the Select validation rules section, check the box beside the rule to turn the property validation rule on.

Note that the options shown will depend on the property’s field type:

  • If single-line text: set a minimum/maximum character limit, restrict values to only numeric characters, or disallow special characters ($, %, etc.).
  • If number: set a number range or set a number of decimal places.

HubSpot is committed to making it easier for you to set up guardrails to prevent bad data from entering your CRM. Keep an eye out for additional validation rules coming soon.

 

Note that validations are not yet enforced on mobile. At this time, when a validation is setup, users will still be able to enter invalid data from their mobile device.

 

Who gets this?

This feature is in public beta and is available to all HubSpot accounts. To enroll, log into your HubSpot account, then click your avatar in the upper-right corner > Product Updates > Betas, and click "Join Beta."

 

Then, navigate to Settings > Properties and opt in via the Beta button in the bottom-left.

 If you want a user to fill a field when a card according to certain rules, this would be the feature you're looking for. If you want to make that field required when a card is moved to a certain stage, you would need an additional setting, as described here: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-... (This requires a Sales Hub Professional or Enterprise subscription.)

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.