CRM

AndrewShaw
Participant

Custom object associations

Résolue

Hi - can anyone help

 

When we create a custom object with associations, the associations don't appear in the "Modify Columns" part of a list view, so you can't view the associations in the list view.

 

For example, we have created a custom object "Contract" and each Contract which is associated with a Company.  We have created a list view to show all Contracts and want to be able to see (and sort, filter etc) the Company associated which each Contract in the list view, but can't!  With the standard objects such as deals, contacts etc, you can show the asscoiated company in the list view.

 

Is this a bug?  Is there a workaround?  Or have we done something wrong when setting up the Custom Object?  Any help would be appreciated.    

2 Solutions acceptées
TiphaineCuisset
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Custom object associations

Résolue

Hi @AndrewShaw 

 

Thank you for reaching out and happy new year!

 

This is not possible at this stage but I'd recommend upvoting this idea in our community forum asking for the same thing. 

 

Thank you!

Best, 

Tiphaine


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Voir la solution dans l'envoi d'origine

Sdiddy407
Solution
Contributeur

Custom object associations

Résolue

Agree, we want to be able to sort and do reports based upon the company ID or flexible association Labels so we can see how many custom objects (communities) are under specific companies.

Voir la solution dans l'envoi d'origine

15 Réponses
SColemanRTR
Participant

Custom object associations

Résolue

Is this really still not a feature? It seems bizarre that I can't create a custom object and then create a report that will sort and filter that custom object by its associated company. 

0 Votes
kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

Custom object associations

Résolue

Hi @SColemanRTR,

 

Thank you for your feedback.

 

I can confirm that this is not possible in HubSpot at the moment.

I would encourage you to upvote this related idea in the Ideas Forum and explain why this feature would be useful in the idea thread.

Our product team will be able to read your feedback and take it into account for potential product development in the future. 

 

Thank you,
Kristen


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0 Votes
eliot_martin
Contributeur

Custom object associations

Résolue

+1

0 Votes
BBlake69
Participant

Custom object associations

Résolue

Any status updates on this?  What exactly does Hubspot believe is the value of creating custom objects if you cannot report on this data?  Why is this crippiling limitation not identified upfront before customers go through the effort and expense of creating custom objects?

CBell40
Participant

Custom object associations

Résolue

Custom objects really need to work much more like the standard objects. Almost every problem I've run into this week has been because "custom objects dont do that - but please submit a suggestion."

Mazze
Participant | Partenaire solutions Platinum
Participant | Partenaire solutions Platinum

Custom object associations

Résolue

@TiphaineCuisset Has there been any update to this request in the past year?

 

It's very confusing to have the ability to see other Associations columns in a Contact list view and not the Custom Object Associations. This seems really straight forward. We just need to see a count of records -- and be able to sort contacts that have the association. This request also affects Contact filters. You should be able to filter by any type of association -- not just those that come standard with HubSpot. 

 

Please prioritize this request. It's preventing productivity for ourselves and a number of our clients.

Seriously creative.
Sdiddy407
Solution
Contributeur

Custom object associations

Résolue

Agree, we want to be able to sort and do reports based upon the company ID or flexible association Labels so we can see how many custom objects (communities) are under specific companies.

spencerb
Participant

Custom object associations

Résolue

Just to confirm, does HubSpot's ecommerce bridge not associate with custom objects? We are trying to clean up our subscriptions with the use of custom objects and that would mean each subscription is tied to a deal and a contact.

 

How are other users implementing custom objects specifically for subscription businesses?

0 Votes
TiphaineCuisset
Gestionnaire de communauté
Gestionnaire de communauté

Custom object associations

Résolue

Hi @spencerb 

 

Thank you for reaching out. 

 

I'm unsure if you're using an integration when you say "HubSpot's ecommerce bridge", if yes can you clarify which one? 

If you're looking to clarify if 2 custom objects can be associated it's possible with the API as mentionned here. (Number 4)

 

Hope that helps.
Have a lovely day,
Tiphaine.


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0 Votes
Steven-BBDBoom
Membre | Partenaire solutions Elite
Membre | Partenaire solutions Elite

Custom object associations

Résolue

Is this still the case?  Trying to link 2 custom objects together, so one can be linked the same as the Deal, Company, Contact, etc. and be selected when creating or editing the record.

TiphaineCuisset
Gestionnaire de communauté
Gestionnaire de communauté

Custom object associations

Résolue

Hi @Steven-BBDBoom 

 

Thank you for reaching out and sorry for the delay here

 

You can create/define an association between 2 custom objects via an API, look at the 4th point here

 

Hope that helps.
Have a lovely day,
Tiphaine.


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TiphaineCuisset
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Custom object associations

Résolue

Hi @AndrewShaw 

 

Thank you for reaching out and happy new year!

 

This is not possible at this stage but I'd recommend upvoting this idea in our community forum asking for the same thing. 

 

Thank you!

Best, 

Tiphaine


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PratikBhavsar
Participant

Custom object associations

Résolue

Hello,

Is there any update about this?

I want to add column from custom object in my list

Regards,

Pratik

0 Votes
Saper
Contributeur

Custom object associations

Résolue

It's ridiculous this is not supported.

AndrewShaw
Participant

Custom object associations

Résolue

Thank you Tiphaine