CRM

AndrewShaw
Participante

Custom object associations

resolver

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 Solução aceitas
TiphaineCuisset
Solução
Gerente da Comunidade
Gerente da Comunidade

Custom object associations

resolver

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


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


Exibir solução no post original

Sdiddy407
Solução
Colaborador(a)

Custom object associations

resolver

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.

Exibir solução no post original

15 Respostas 15
SColemanRTR
Participante

Custom object associations

resolver

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 Avaliação positiva
kvlschaefer
Gerente da Comunidade
Gerente da Comunidade

Custom object associations

resolver

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


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Avaliação positiva
eliot_martin
Colaborador(a)

Custom object associations

resolver

+1

0 Avaliação positiva
BBlake69
Participante

Custom object associations

resolver

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
Participante

Custom object associations

resolver

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
Participante | Parceiro Platinum
Participante | Parceiro Platinum

Custom object associations

resolver

@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
Solução
Colaborador(a)

Custom object associations

resolver

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
Participante

Custom object associations

resolver

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 Avaliação positiva
TiphaineCuisset
Gerente da Comunidade
Gerente da Comunidade

Custom object associations

resolver

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.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Avaliação positiva
Steven-BBDBoom
Membro | Parceiro Elite
Membro | Parceiro Elite

Custom object associations

resolver

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
Gerente da Comunidade
Gerente da Comunidade

Custom object associations

resolver

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.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


TiphaineCuisset
Solução
Gerente da Comunidade
Gerente da Comunidade

Custom object associations

resolver

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


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


PratikBhavsar
Participante

Custom object associations

resolver

Hello,

Is there any update about this?

I want to add column from custom object in my list

Regards,

Pratik

0 Avaliação positiva
Saper
Colaborador(a)

Custom object associations

resolver

It's ridiculous this is not supported.

AndrewShaw
Participante

Custom object associations

resolver

Thank you Tiphaine