CRM

AndrewShaw
Teilnehmer/-in

Custom object associations

lösung

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 Akzeptierte Lösungen
TiphaineCuisset
Lösung
Community-Manager/-in
Community-Manager/-in

Custom object associations

lösung

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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Lösung in ursprünglichem Beitrag anzeigen

Sdiddy407
Lösung
Mitwirkender/Mitwirkende

Custom object associations

lösung

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.

Lösung in ursprünglichem Beitrag anzeigen

15 Antworten
SColemanRTR
Teilnehmer/-in

Custom object associations

lösung

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/-in
Community-Manager/-in

Custom object associations

lösung

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
Mitwirkender/Mitwirkende

Custom object associations

lösung

+1

0 Upvotes
BBlake69
Teilnehmer/-in

Custom object associations

lösung

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
Teilnehmer/-in

Custom object associations

lösung

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
Teilnehmer/-in | Platinum Partner
Teilnehmer/-in | Platinum Partner

Custom object associations

lösung

@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
Lösung
Mitwirkender/Mitwirkende

Custom object associations

lösung

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
Teilnehmer/-in

Custom object associations

lösung

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
TiphaineCuisset
Community-Manager/-in
Community-Manager/-in

Custom object associations

lösung

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
Mitglied | Elite Partner
Mitglied | Elite Partner

Custom object associations

lösung

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
Community-Manager/-in
Community-Manager/-in

Custom object associations

lösung

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
Lösung
Community-Manager/-in
Community-Manager/-in

Custom object associations

lösung

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
Teilnehmer/-in

Custom object associations

lösung

Hello,

Is there any update about this?

I want to add column from custom object in my list

Regards,

Pratik

0 Upvotes
Saper
Mitwirkender/Mitwirkende

Custom object associations

lösung

It's ridiculous this is not supported.

AndrewShaw
Teilnehmer/-in

Custom object associations

lösung

Thank you Tiphaine