Custom property dependency

[PBarik]

Is possible to create dependency between custom properties?

For example, I created two properties as Country and State respectively. If I select, India as country, only the Indian states should appear in State drop-down.

[karstenkoehler]

Hi @PBarik,

Great news, this is now a HubSpot feature! See the announcement below:

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[Public Beta] Conditional Property Logic

Sep 28, 2023

What is it?

Requiring the right data at the right time is critical to CRM data quality. Missing or incomplete data can throw off your ability to capture high-level insights or even take critical action based on information in a record. For example:

• You want to capture the specific reasons why deals are lost
• When a deal is closed/lost, users are required to select an option in Lost Category
• They select ‘Product’ as the reason - but you want to know what types of Product-related reasons (bugs? incomplete functionality?)

Or another example:

• You want to capture a customer’s billing information
• When a user fills out Billing Method as Email, you want to require that they also fill in the Billing Email so you can bill the customer

Conditional property logic enables admins to show (and require) the right properties at the right time across the CRM. Today, in the ‘Customize the create record’ page, admins can set conditional logic for properties that have been added to the ‘Create record form. Now, admins will be able to set conditional logic for enumeration properties regardless of whether they have been added to the ‘create record’ form. This logic will be triggered when reps make edits to properties across the CRM.

If a property is required, users will not be able to save their changes until the required property has been filled.

Why does it matter?

Conditional property logic is a powerful tool to help you safeguard data quality and create a streamlined experience for reps interacting with records. This data management tool will help CRM admins lay the foundations for clean data and a smooth rep experience by guaranteeing that required information isn’t missing. And it will save time spent chasing down incomplete data.

How does it work?

HubSpot admins can set up conditional property logic in Property Settings > Conditional Property Logic tab.

These rules will be surfaced - alongside conditional stage properties- in the following places when a rep edits a property:

• Record page highlight card, About section, association card, and ‘View All Properties’ page
• Index page inline edit
• Index page bulk edit (conditional stage properties will also now be enforced here)
• Index page board view
• ‘Create record’ form

Demo Video

Who gets it?

All Hubs, Professional+ subscription.

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If you're on a Professional or Enterprise subscription and you're not seeing these options yet, you should be able to opt into the beta here:

If you're not seeing the beta there, it'll probably appear in the next few days.

Have a wonderful day!

[PBarik]

Hi Karsten,

Thanks for shareing the info above. I did check this with forms, however it did not work. I want my customers to have better accessibility when adding there addresses. This is working for contacts after creation in details screen.

[karstenkoehler · Accepted solution]

Hi @PBarik,

This is currently not possible but has been requested by many users before: https://community.hubspot.com/t5/HubSpot-Ideas/Dependent-Properties/idi-p/420732

The product team reviews these requests based on their popularity. I'd recommend upvoting and commenting. You can also make it easier for others to find the request (and drive traction) by accepting my reply as a solution.

Have a great day!

PS. The product team is already reaching out to customers about a private beta on this. We should see updates on this failry soon.