CRM

AndrewShaw
Participant

Custom object associations

SOLVE

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 Accepted solutions
TitiCuisset
Solution
Community Manager
Community Manager

Custom object associations

SOLVE

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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SeanB_407
Solution
Contributor

Custom object associations

SOLVE

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.

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16 Replies 16
BMcGee
Contributor

Custom object associations

SOLVE

This is a major issue for us as well and it still seems to be unsolved.  We set up a custom object for Conferences we attend, and instructed the team to use activity associations to tie those activities back to conferences so that we could analyze the effectiveness of the conference.  ie we had x amount of meetings which resulted in X Deals which in turn generated $$ revenue.  The team is using the associations, but it's not tieing back to the Conference object.  Frustrating!

0 Upvotes
SColemanRTR
Participant

Custom object associations

SOLVE

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 Upvotes
kvlschaefer
Community Manager
Community Manager

Custom object associations

SOLVE

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 Upvotes
eliot_martin
Contributor

Custom object associations

SOLVE

+1

0 Upvotes
BBlake69
Participant

Custom object associations

SOLVE

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

SOLVE

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 | Platinum Partner
Participant | Platinum Partner

Custom object associations

SOLVE

@TitiCuisset 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.
SeanB_407
Solution
Contributor

Custom object associations

SOLVE

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

SOLVE

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 Upvotes
TitiCuisset
Community Manager
Community Manager

Custom object associations

SOLVE

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 Upvotes
Steven-BBDBoom
Member | Elite Partner
Member | Elite Partner

Custom object associations

SOLVE

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.

TitiCuisset
Community Manager
Community Manager

Custom object associations

SOLVE

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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TitiCuisset
Solution
Community Manager
Community Manager

Custom object associations

SOLVE

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

SOLVE

Hello,

Is there any update about this?

I want to add column from custom object in my list

Regards,

Pratik

0 Upvotes
Saper
Contributor

Custom object associations

SOLVE

It's ridiculous this is not supported.

AndrewShaw
Participant

Custom object associations

SOLVE

Thank you Tiphaine