Display order of associated objects in deal view right-hand panel

SOLVE
Augustus
Contributor

Is there a way to control the display order of objects associated to a deal in the deal view right-hand panel?

 

For example, when a deal has multiple contacts associated, it appears that the contacts are randomly ordered in the view.  We have also created a custom object type and each deal has multiple records of the custom object type associated to the deal; the display order of these associated objects appear differently in each deal.

 

Ideally, there would be a way to click-drag the ordering of the associated objects in the deal to re-sort them, but alphabetical ordering would be a good option.  Just something consistent...

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1 Accepted solution

Accepted Solutions
webdew
Solution
Top Contributor | Diamond Partner

Hi @Augustus ,
You can drag and drop the Objects but not ascciated records under the objects. Seems like they are sorted by object create date i.e latest at the top. If you feel strongly about the idea, you can submit the same in the idea secton of the community: HubSpot Community - Ideas - HubSpot Community.
HubSpot product team reviews these ideas based on popularity.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

5 Replies 5
webdew
Solution
Top Contributor | Diamond Partner

Hi @Augustus ,
You can drag and drop the Objects but not ascciated records under the objects. Seems like they are sorted by object create date i.e latest at the top. If you feel strongly about the idea, you can submit the same in the idea secton of the community: HubSpot Community - Ideas - HubSpot Community.
HubSpot product team reviews these ideas based on popularity.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

Augustus
Contributor

Thanks, I'll post to the ideas portal.

0 Upvotes
Augustus
Contributor

@webdew do you know if it is possible via the API to modify the assigned create date on each object?  The create date on deals appears to be editable directly via the UI; it doesn't appear to be the same on the custom objects but wondering if it could be done on the API.  That way, we could assign a new date to re-order the objects in the list.

0 Upvotes
webdew
Top Contributor | Diamond Partner

Hi @Augustus ,

Date properties of hubspot not able to modified, because of restricted from hubspot API. But in custom object, you can create new date propertY and update values. please check below code, hope this will help
<?php
$url = 'https://api.hubapi.com/crm/v3/schemas/p<PORTAL_ID>_activity?hapikey=<HAPIKEY>';
$data = '{
      "name": "activity",
      "labels": {
        "singular": "Activity",
        "plural": "Activities"
      },
      "primaryDisplayProperty": "new_property",
      "requiredProperties": [
        "new_property"
      ],
      "properties": [        {
          "name": "create_date",
          "label": "Create Date",
          "type": "date",
          "fieldType": "date"
        },
        {
          "name": "new_property",
          "label": "New Property",
          "type": "string",
          "fieldType": "text"
        }
      ],
      "associatedObjects": [
        "CONTACT", "DEAL"
      ]
}';
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'PATCH');
curl_setopt($ch, CURLOPT_POSTFIELDS, $data);$headers = array();
$headers[] = 'Content-Type: application/json';curl_setopt($ch, CURLOPT_HTTPHEADER, $headers);
$result = curl_exec($ch);if (curl_errno($ch)) {
    echo 'Error:' . curl_error($ch);
}
curl_close($ch);

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

0 Upvotes
Augustus
Contributor

@webdew thanks for the reply and the code sample.  Unfortunately, I don't believe a separate custom date field will help because I need to modify the primary create date because those dates appear to be controlling the order of associated objecs on the Deal.  The create date of the multiple objects associated to a deal is different than the preferred order we want them to be displayed, so that is why we are trying to re-set the date on the objects.  I previously accepted your earlier response as the solution.

0 Upvotes